bearish

Meituan

Meituan Possible US$4bn Selldown - Will End up Being Well-Flagged but Sentiment Isn’t Great

Sumeet has highlighted this Insight as a Top Pick
836 Views10 Jul 2025 09:48
As per news reports, Prosus NV (PRX NA) could look to sell some/all of its Meituan (3690 HK) stake, worth around US$4bn. In this note, we take an early look at the deal dynamics.
What is covered in the Full Insight:
  • Introduction to Prosus and Meituan Selldown
  • Background on Meituan and Prosus Stake
  • Impact of Meituan's Brazil Expansion
  • Meituan's Market Performance and Analyst Views
  • Past Deals and Prosus' Strategy
Boomeranged on Wed, 30 Jul 2025 19:53
As per recent media reports, Prosus has begun selling some of its stake in Meituan. Although for now it appears to be selling on market instead of undertaking a placement.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
chart-bar
x