Meituan (3690 HK): Growth Rebounds as Instant Retail Expands
Xiaoxiang Supermarket expanded its footprint from 55 to 68 cities. Revenue growth rebounded to double digits After three sluggish quarters. The...
125 Views
MEITUAN: End of Subsidies Is Food for Thought !!
Meituan (3690 HK) returned to profit in 2Q26 after 3 quarters of losses. The company had a net income of RMB 2.16B vs. a consensus loss of RMB 1.23B.
169 Views
2026 High Conviction Update: Meituan (3690 HK) - Disciplined AI Beneficiary
Meituan returned to profit in 2Q26 at Rmb2.2bn and also achieved positive UE for the delivery business, indicating the fading effects of irrational...
205 Views
2026 High Conviction: Geely (175 HK) To Be the Largest
The deliveries grew strongly by 24% YoY in Nov. 2025. We believe Geely will take BYD’s place as the largest Chinese producer. We believe the stock...
885 Views
China & HK: Rebuild Slows Amid Heavy Sector and Stock Rotation
China & HK allocations are recovering, yet remain a major EM underweight. Rotation is active but cautious—Industrial inflows rise, while high...
389 Views