bullish•Meituan•30 May 2023 01:10•Broker Report
Meituan (3690 HK) – Determined to maintain local consumer services industry consumer mind share
Meituan reported (25 May) its 1Q23 results: revenue was RMB58.6bn, up 26.7% YoY, 3/2% higher than our forecast/consensus estimate.
bearish•Meituan•29 May 2023 14:02
Meituan (3690 HK) - Break Below 122.55 May Set Up a Most Bearish Month End Close
30+ years as a technical analyst and a razor sharp focus on momentum confirmation delivered TMA a 75% unleveraged return on our 7 Smartkarma...
bullish•Meituan•26 May 2023 18:23
Meituan (3690 HK, BUY, TP US$170) Target Price Change: Consolidating Market Share… Maintain BUY
Our BUY thesis remains unchanged, as we believe investors overestimate Douyin's impact, while underestimating Meituan's ability to improve margins....
bullish•Meituan•26 May 2023 12:11
Meituan: Strong 1Q with Operating Profits; No Disclosure on User Numbers and Delivery Costs
Meituan reported adj. OP and core local commerce biz seeing strong growth. There is no disclosure on user/merchant numbers and delivery costs which...
bullish•Meituan•26 May 2023 03:27