ENTITY
Meituan

Meituan (3690 HK)

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Analysis
Consumer DiscretionaryChina
Meituan operates as a web based shopping platform for locally found consumer products and retail services. The Company offers deals of the day by selling vouchers on local services and entertainment, dining, delivery, and other services. Meituan provides its services throughout China.
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bearishMeituan
08 Feb 2024 11:24

[Meituan (3690 HK, SELL, TP HK$57) Rating Change]: No Quick Skip to the Near-Term Pressures

​Meituan faces increased competition and challenges in the medium term with Douyin, and Meituan’s low price defending strategy in both food...

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bullishMeituan
04 Feb 2024 19:00

Meituan (3690 HK): Turning Cautiously Positive

Meituan has lost 25% market cap since we flagged it as high conviction sell last December. We consider risks largely priced in due to earnings cut...

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Eric Chen
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bullishMeituan
21 Dec 2023 00:37

[Meituan (3690 HK, BUY, TP HK$118) Company Update]: Why ByteDance’s Purchase of Eleme Is a Bad Idea?

​Local news suggests that ByteDance may acquire Eleme for $7bn, causing Meituan's shares to drop. However, entering the food delivery market may...

bearishMeituan
17 Dec 2023 21:00

2024 High Conviction Idea: More Downside for Meituan

We believe Meituan will disappoint market in terms of bottom line growth in 2024 due to the constraints of its business model. We valued the...

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Eric Chen
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bullishMeituan
04 Dec 2023 11:18

HK Connect SOUTHBOUND Flows (To 1 Dec 23); Meituan Dip-Buyings Leads Inflows; CNOOC Vs 941 on SOEs

Quiddity's SOUTHBOUND Connect Monitor:  Large net buys on Meituan after the dip make up all of the last week's net buys. Other names see smaller...

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