Primer: Meituan (3690 HK) - Oct 2025
Meituan is the definitive market leader in China's online-to-offline (O2O) services industry, with a dominant position in food delivery,...
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Meituan (3690 HK) - Competition Remains Fierce While Investment Impact Likely Peaked Out
For 3Q25E, we estimate Meituan achieved revenue of RMB97.8bn, inline with Bloomberg consensus, translating into 4.6% YoY growth.
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HK Short Interest Weekly: Lenovo, Baba, Meituan, Tencent, Kb Laminates, Zj Innolight
We analyzed the latest HK SFC report for aggregate short position as of Oct 2nd and highlight short interest changes in Lenovo, Baba, Meituan,...
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Hong Kong Market Catches a Bid: What's Going On? (July 20)
The Hong Kong market has advanced this month, while Japan, Korea, and Taiwan have declined in a mean-reversion move sparked by apparent short...
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Splitting Hairs: Chinese Consumer Names Are Still Not Cheap - Need a Mindset Change
In mid-June, I met Naveen Pandey, the newish-CEO of Bajaj Consumer Care, an Indian listed company. That I was impressed is an understatement; the...
115 Views