Meituan Dianping (3690 HK): Lock-Up Expiry - Good 4Q18 Required
Meituan Dianping (3690 HK)'s shares currently trade 18% below its IPO price of HK$69.00 per share. Meituan will announce its 4Q18 results on...
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Meituan Dianping (ē¾å¢ē¹čÆ): Thoughts Before Lock-Up Expiry
Meituan Dianping, the largestĀ O2O platform in China, was listed onĀ September 20th last year and lock-up expiry will be on March 20th. The stock has...
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Spotify: Playbook for Online Platforms to Turn Profitable - Implications for Meituan Dianping
Our analysis ofĀ howĀ Spotify Technology Sa (SPOT US) turned profitable in 4Q18 reveals three key ingredients: critical mass in sales, GM...
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TRACKING TRAFFIC/Chinese Tourism: HK & Macau Gained 'Share' in December, Continuing H218 Trend
Tracking Traffic/Chinese TourismĀ is the hub for all of our research on China's tourism sector. This monthly report features analysisĀ of Chinese...
766 Views
Teasing Updates on CaiNiao Network & Ele.me Out of Alibaba's Q3 Results
A set of generally solid Q3FY19 earnings results from Chinese e-commerce giant Alibaba Group Holding (BABA US) also yielded some interesting...
742 Views