[New post] OIR: Meituan

alanyeo posted: " Great 2Q21, while headwinds look manageable • Strong quarter, though 3Q21 could see some headwinds in core segments• Labour cost increase for food delivery likely manageable; reassessing pricing strategy for Meituan Select• FV of HKD316 (from HKD355 p" Respond to this post by replying above this line New post on Alpha Edge Investing OIR: Meituan by alanyeo Great 2Q21, while headwinds look manageable • Strong quarter, though 3Q21 could see some headwinds in core segments• Labour cost increase for food delivery likely manageable; reassessing pricing strategy for Meituan Select• FV of HKD316 (from HKD355 previously) Investment thesis Meituan's 2Q21 results came in above expectations. Total revenue grew 77% YoY to RMB43.8b, or […] Read more of this post This post is ad-supported ​ alanyeo | September 1, 2021 at 2:40 pm | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-3ua Comment    See all comments    Like Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: http://alphaedgeinvesting.com/2021/09/01/oir-meituan/ Thanks for flying with WordPress.com