Equity Analyst

Xin Yu, CFA

An equity research analyst with over 5 years of experience in multiple sectors. Previously worked for a global asset manager, covering China equities in multiple markets including A-shares/H-shares/ADRs and multiple sectors including TMT, industrial, consumer, etc. I conduct fundamental research to invest in high quality companies at an attractive valuation.

Tencent Distribution of Meituan Shares Official - Impact and Index Implications

Meituan Index Flows Clarifications on the Tencent Distribution; Prosus Comments on Its Holdings

Meituan (3690 HK) - US$16bn of Shares To Be Delivered This Week

Equity Bottom-Up

<ul>
<li>Key areas to pay attention in 3Q22: 1) Meituan Instashopping’s growth rate, 2) Meituan Select’s unit economics, </li>
<li>3) 4Q guidance for food delivery and in-store, hotel and travel recovery.</li>
<li>Valuation is entering an attractive territory with recent stock price correction.</li>
</ul>


Key areas to pay attention in 3Q22: 1) Meituan Instashopping’s growth rate, 2) Meituan Select’s unit economics, 
3) 4Q guidance for food delivery and in-store, hotel and travel recovery.
Valuation is entering an attractive territory with recent stock price correction.


Meituan – What to Look for in 3Q22 Result?