MEITUAN DIANP.UNSP.ADR/2B

Meituan's shares dropped 20% due to JD's entry into food delivery, but we believe the market overreacted and Meituan's fundamentals remain strong. JD's entry is likely aimed at maximizing logistics efficiency rather than disrupting the food delivery market, minimizing the threat to Meituan. Meituan's growth potential lies in international expansion, making its current valuation an attractive entry point for long-term investors.» Mehr auf seekingalpha.com

I reiterate my buy rating on Meituan, driven by sustained adj. EBITDA growth and recent share price weakness create a compelling investment opportunity. Meituan's fundamentals are improving, with notable growth in food delivery, Instashopping, and in-store & travel segments, despite macro concerns. AI investments are reducing operating costs, boosting productivity, and enhancing profitability, evidenced by significant y/y growth in adj. net profit and EBITDA.» Mehr auf seekingalpha.com

Meituan's 4Q24 results were strong, with local commerce profits exceeding expectations and overseas investment losses narrowing, indicating robust fundamentals and growth potential. The company is a leader in China's local services, successfully defending market share, and is poised for global expansion, particularly in emerging markets. Meituan's innovative services like Pin Hao Fan and Branded Satellite Store are driving volume and GMV growth, adapting well to evolving consumer trends.» Mehr auf seekingalpha.com