Meituan Dianping – Is the Impressive Growth Sustainable?
Meituan Dianping (3690 HK) appears to have side stepped the slowdown in the Chinese economy by posting a robust set of numbers. While on a YoY...
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Uber IPO Preview: Fast-Growing Uber Eats Has Become a Material Part of Uber (Part 2)
In publishing this piece we hope to achieve four broad objectives: To define and estimate the size and potential medium-term growth of the...
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Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable
In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...
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Meituan Dianping (3690 HK): Good Interims but Fully Priced
Meituan Dianping (3690 HK) is trading marginally below its IPO price of HK$69 per share. Its maiden 1H18 results continued to show that Meituan is...
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Meituan-Dianping H118 Results: Revenue Growth Slows | Incentives Cut? | Disclosure Worsens
Our initial impressions of Meituan Dianping (3690 HK) H118 results -- its first earnings report since it listed in Hong Kong last week -- are...
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