Tencent Meituan Dividend - All Shares in CCASS - More Pressure Now but Will Have a Shorter Overhang
On 16th Nov 22, Tencent declared an interim dividend by way of distribution in specie of Class B Ordinary shares of Meituan. In this note, we talk...
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[Meituan (3690 HK) Target Price Change]: Bracing for Douyin Impact with Limited War Chest
Meituan is to focus on GTV growth to defend its market share against Douyin competition。 Meituan has limited options against Douyin’s fast...
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Meituan (3690 HK): All Stock in CCASS Now; Tracking the Selling
All Meituan stock from Tencent's distribution is in CCASS. Prosus has likely started to sell stock; shorts are small compared to the Prosus...
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Meituan - Earnings Flash - FY 2022 Results - Lucror Analytics
In our view, Meituan’s FY 2022 results were acceptable, with the company registering robust revenue growth and a turnaround in profitability on a...
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DPC Dash IPO Trading - Tepid Demand Even as Capital Group Tops Up
DPC Dash (1405 HK) raised around US$75m, after pricing its IPO at the bottom-end. In this note, we will talk about the subscription levels and...
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