We upgrade Meituan because we believe its success in Hong Kong might be replicable on a global scale. Evidence has also emerged that domestic competition from Douyin may have reached a steady state;
What is covered in the Full Insight:
Upgrade of Meituan
Potential of Global Expansion
Impact of Autonomous Driving (ADS)
Competition with Douyin
Meituan's Valuation
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.