2026 High Conviction: Meituan (3690 HK) - Contrarian Perspectives
The market's unanimous bearish stance on Meituan creates opportunities in 2026, given its low P/B and high net cash-to-share price. Margins are so...
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Meituan (3690 HK) - FD Investment Peaked Out Driving Value Creation...
Meituan reported (28 Nov) its 3Q25 results: revenue was RMB95.5bn, up 2.0% YoY, 2% shy of both our forecast and Bloomberg consensus, while adj. net...
267 Views
Meituan (3690 HK): 3Q25, Discount Campaign Not Ended After Authorities Warned Twice
Meituan (MT)’s revenue growth rate plummeted to 2% YoY in 3Q25. The discount campaign has not actually ended after the authorities warned twice. We...
206 Views
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,...
462 Views
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.
842 Views