Meituan (3690 HK): Rebrands Bike-Sharing in a User Growth War Against Alibaba
Meituan launched a bike-sharing brand, āMeituan bikeā, other than its existing āMobikeā. We believe it is a user base competition against Alibaba...
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Meituan (3690HK): Restaurant Review App, the Main Profit Source and Its Advantage over Alibaba
We believe Dianping, the restaurant review app, is the main source of Meituanās profits. Alibaba Group Holding (BABA US) followed Dianping to...
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HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
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Hang Seng Index Rebalance Preview - December 2019
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2019 Q3 review of the Hang Seng Family of Indexes on 8 November. The...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for BitautoĀ (BITA US)Ā /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
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