Meituan-Dianping IPO, Part 2: Food Delivery Segment Boasts Amazing Growth & Unclear Path to Profits
textMeituan-Dianping (Meituan Dianping (MEITUAN CH), aka ‘Meituan’), an online consumer services platform with leading positions in China’s food...
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Tencent Proposes Spin-Off of Tencent Music Entertainment
Sunday evening at 6pm, the largest firm in the Emerging Markets firmament - Tencent Holdings Ltd (700 HK) - announced a Proposed Spin-Off of its...
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Last Week in Event SPACE: Evergrande, CJ Corp, Altaba, Japan Drilling, Guoco
Last Week in Event SPACE ... Evergrande Real Estate Group Limited (3333 HK)'s apparent last-minute buybacks raise governance and stewardship...
610 Views
Meituan Dianping – Dianping Can Only Feed Meituan, Public Offering for Unprofitable Investments
The brand and platform, Dianping (大众点评), dominates the restaurant comment market in China. We believe Dianping is the only profitable business...
657 Views
Meituan-Dianping IPO, Part 1: Role in China's Travel Segment, Comparison to Incumbent Ctrip.com
Meituan-Dianping ('Meituan'), an online consumer services platform with leading positions in China’s food delivery, in-store dining, and hotel...
868 Views