bearish

Meituan

Meituan: Earnings Beat Estimates but Sudden Change in Segmental Disclosure Is Dubious

232 Views29 Aug 2022 16:25
As expected, no disclosure on GTV or hotel room nights. Sudden Change in segmental disclosure is concerning as no separate numbers on core food delivery biz. No explanation on huge unallocated losses.
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Shifara Samsudeen, ACMA, CGMA
Equity Analyst
LightStream Research
JapanIndustrialsEquity Bottom-UpEquity Capital Markets
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