[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...
359 Views
Smartkarma Originals
China Online Marketplaces: 4Q23 Preview
The sector's brutal de-rating since last 4Q already priced in a dire outlook. While we expect lackluster 4Q results season in general, we believe...
1.3k Views
[Blue Lotus Daily - TMT Update]:BABA/CPNG/PDD/700 HK/NTES/3690 HK
​AliExpress is waiving commission fees for Korean brand sellers; NPPA has released the latest approvals for imported games; and Meituan...
355 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...
923 Views
ECM Weekly (4th Feb 2024) - Ola Electric, Mixue, Citicore, Amer, Thai Credit, Indus Tower, MTAL
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
658 Views