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 IPO, Part 4: Proposed Price Range, Jan-Apr Results, & A Lesson From Groupon
On September 4th, HKEX published an updated prospectus for Meituan Dianping (MEITUAN CH) for which we provided a link at the end of this report....
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Y Ventures: A Potential to Double (Part 2)
With a small market cap barely touching SGD 100m, YVEN is easy to be passed up by fund managers. However, its data-centric approach to e-commerce,...
596 Views
Pinduoduo IPO Thoughts: High GMV Growth, Low Profit Visibility
Group buying app Pin Duo Duo is hoping to raise as much as USD 1.65 billion in its upcoming IPOm, by selling 85.6 million ADS at a price range of...
703 Views
Pinduoduo Pre-IPO Review - Exposure to A New Breed of E-Commerce Platform
Walnut Street Group Holding (1631938D US) (Pinduoduo) is looking to raise about US$1bn in its upcoming IPO. Pinduoduo is a mobile e-commerce app...
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