UB#MTUANRP2802F(59413.HK)

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"Big Banks" Citigroup: Meituan's acquisition of DingDong enhances its position in the fresh food retail market, but competition remains fierce

Citigroup's research report pointed out that Meituan acquired DingDong's China business for USD 717 million, aiming to expand its position in the fresh food retail market, particularly in East China. This move will enhance Meituan's supply chain capabilities in fresh agricultural products and its own brand, while also expanding its consumer reach. However, despite the acquisition potentially boosting market position, competition in the fresh and grocery market remains fierce, and Meituan still faces challenges in its core local business and overseas expansion. Citigroup maintains a target price of 115 yuan, with a rating of "Neutral/High Risk."

AASTOCKS·
US
MPNGY
+2.68%
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DDL
-14.38%
HK
03690
-2.35%
AASTOCKS·
US
MPNGY
+2.68%
US
DDL
-14.38%
HK
03690
-2.35%

Nomura: Meituan's acquisition of DingDong's mainland business estimated premium reaches 58%, rating "Neutral"

Nomura released a research report stating that Meituan has signed an agreement with DingDong to acquire its entire business in China, with an expected premium of 58%. Meituan's target price is 107 yuan. DingDong will retain its overseas business, and the seller can withdraw up to 270 million USD in cash. The consideration of 717 million USD paid by Meituan, after deducting cash, gives the asset a market value of 455 million USD. Nomura maintains a "Neutral" rating on Meituan, believing that the high premium may stem from a bidding war with JD.com and the strategic value of the assets

AASTOCKS·
HK
03690
-2.35%
US
DDL
-14.38%
US
MPNGY
+2.68%
AASTOCKS·
HK
03690
-2.35%
US
DDL
-14.38%
US
MPNGY
+2.68%

Meituan acquires Dingdong Maicai

It is both defense and offense

Wallstreetcn·
HK
03690
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+2.68%
Wallstreetcn·
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03690
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Meituan Announces Acquisition Of All Issued Shares Of Dingdong Fresh Holding Limited

Feb 5 (Reuters) - Meituan:* ACQUISITION OF ALL ISSUED SHARES OF DINGDONG FRESH HOLDING LIMITED* TO ACQUIRE DINGDONG FRESH AT INITIAL CONSIDERATION OF US$717 MILLION Further company coverage:

Reuters·
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MPNGY
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DDL
-14.38%
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Reuters·
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03690
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Meituan acquires DingDong's China business for 5.6 billion, integrating over a thousand front warehouses in mainland China, sellers banned from domestic retail competition for 5 years

Meituan acquired 100% of DingDong's China business for USD 717 million, and the transaction is subject to antitrust review. DingDong has a strong supply chain and high repurchase rate in the domestic fresh food e-commerce sector. Meituan stated that this acquisition will enhance both parties' advantages in products, technology, and operations, improving the consumer experience. The founder of DingDong has committed not to participate in the fresh food e-commerce competition in the Greater China region for the next five years

Stheadline·
US
MPNGY
+2.68%
HK
03690
-2.35%
US
DDL
-14.38%
Stheadline·
US
MPNGY
+2.68%
HK
03690
-2.35%
US
DDL
-14.38%
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Nothing attracts me except, the fall in cryptocurrencies. I didn’t expect such a huge drop. Warren Buffett is probably sleeping soundly lately🤣🤣🤣. He is always a wise man.

Time is needed for precious metals to find a bottoming range for this early fourth wave. The parabolic third wave that follows market uncertainty is done IMO. Market is sorting itself out and deciding...

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