•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...
•02 Dec 2023 12:12
[Meituan (3690 HK, BUY, TP HK$118) TP Change]: Deeply Cultivate Domestic While Wait for Overseas
Meituan's Q3 results show lower than expected top line and net income due to subsidies and investment in in-store business. Despite increased...
•30 Nov 2023 11:14
2024 High Conviction: Meituan / MT (3690 HK) - Big Opportunity Emerging After Plunge
The stock has been declining for three years and plummeted after the 3Q23 results. However, we believe MT and its corporate clients have been...
•29 Nov 2023 19:53•Broker Report
Meituan (3690 HK) – 29 Nov 2023
Meituan reported (28 Nov) its 3Q23 results: revenue was RMB76.5bn, up 22% YoY, 1% higher than both our forecast and Bloomberg consensus estimate.
bearish•Meituan•29 Nov 2023 16:41