Meituan (3690 HK): Improving Fundamentals Already in Price
We see signs that its fundamentals are improving, but stock rally means they are largely in price. Investors will shrug off 4Q23 results and use it...
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ECM Weekly (4th Mar 2024) - Tokyo Metro, Mixue, Xtalpi, Bharat InvIT, Renesas, ITC/BAT, Precinct
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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[Meituan (3690 HK, SELL, TP HK$57) Rating Change]: No Quick Skip to the Near-Term Pressures
Meituan faces increased competition and challenges in the medium term with Douyin, and Meituan’s low price defending strategy in both food...
207 Views
Meituan (3690 HK): Turning Cautiously Positive
Meituan has lost 25% market cap since we flagged it as high conviction sell last December. We consider risks largely priced in due to earnings cut...
747 Views
[Blue Lotus Daily-TMT Update]:Gaming Sector Update/NTES US/3690 HK/Douyin/BABA US/PDD US/JD US/700HK
China's gaming sector sees growth in domestic and imported game approvals, Douyin's Double 11 sales surge indicates higher consumer spending, and...
142 Views