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Meituan Travel data shows Spring Festival travel peak driven by smaller cities

Meituan Travel: 40% Increase in Air Ticket Bookings During Spring Festival

'Reverse Spring Festival' becomes a new trend as young people invite parents to their work cities for the holiday

Instant commerce price war takes a toll on Meituan

Southbound Funds Increased Holdings in Meituan by 652 Million Yuan in the Last 5 Trading Days

When the City Quiets Down: A Group of Stay-Behind Riders and the 'Spring Festival Atmosphere' They Guard

Meituan expects 2025 loss of RMB23.3 billion to RMB24.3 billion, core local commerce division operating loss

Morgan Stanley finds Meituan's profit warning in line with expectations, maintains "Overweight" rating

Jefferies: Meituan's Core Local E-commerce Business Loss Better Than Expected

Meituan Became the Most Shorted Stock by Value on the Previous Trading Day

Meituan-W anticipates a loss of 23.3 billion to 24.3 billion yuan for 2024

Citigroup lowers Meituan's target price to HK$94, maintains 'Neutral' rating

Nomura maintains 'Neutral' rating on Meituan, expects stock price to have difficulty rebounding in the short term

Beijing warns tech giants to curb 'involution' amid AI giveaway war

Alibaba and Meituan Engage in Fierce Competition in Instant Retail

Sunmi Technology Passes Listing Hearing, Meituan is a Shareholder

Media highlights Meituan AI's application and problem-solving capabilities during the Spring Festival

Meituan's online orders for New Year's Eve dinners increased by 207% year-on-year

Meituan Reportedly to Acquire Dingdong Maicai's China Business for $717 Million

Meituan's Xiaoxiang Supermarket adds a 3 yuan service fee per order during the Spring Festival

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The NASDAQ Golden Dragon China Index initially closed down 0.1%. Among popular Chinese concept stocks, Pinduoduo initially rose over 1%, Meituan, YUM CHINA, New Oriental, Tencent, BYD, Baidu, and Alibaba rose by up to 0.9%, Li Auto fell by 0.3%, XPeng fell by 0.9%, and WeRide fell by 3.8%

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Meituan Travel data shows that the first peak of Spring Festival travel begins on the second day of the Lunar New Year. From the second to the fifth day, the number of flight bookings increased by 40% year-on-year, with popular destinations including Beijing, Chengdu, Guangzhou, Chongqing, Shanghai, Shenzhen, Zhengzhou, Xi'an, Hangzhou, and Wuhan

Meituan

Meituan Travel: The first peak of travel during the Spring Festival is welcomed, with Beijing, Chengdu, Guangzhou, and Chongqing ranking as popular destinations

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Meituan, China's leading online-to-offline services company, anticipates a loss of up to 24.3 billion yuan for 2025, with a fourth-quarter loss of approximately 15.7 billion yuan. This marks an improvement from a 18.6 billion yuan loss in the third quarter. The company faces intense competition in the instant commerce sector from Alibaba and JD.com, prompting significant spending on marketing and promotions. Meituan's stock has halved in value over the past year, reflecting the impact of the ongoing price war and increased operational costs.

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Instant Commerce War Takes A Toll On Meituan

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The short selling amount in the Hong Kong stock market reached HKD 19.2 billion in the first half of the day, accounting for 28.2% of the total shortable stock turnover of HKD 68.2 billion. This is an increase from 20.3% the previous day. The five stocks with the highest short selling amounts are: HSCEI short selling ratio 47.9%, amount HKD 2.4 billion; TRACKER FUND short selling ratio 43.6%, amount HKD 2.16 billion; Southern HS Tech short selling ratio 55.3%, amount HKD 1.72 billion; Alibaba-W short selling ratio 24.3%, amount HKD 1.08 billion; Meituan-W short selling ratio 36.9%, amount HKD 710 million

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The short selling in Hong Kong stocks for half a day amounted to HKD 19.2 billion, accounting for 28.2% of the total turnover of shortable stocks

Citigroup's research report indicates that Meituan is expected to incur a core local business operating loss of RMB 6.8 billion to 7 billion in 2025, lower than the market expectation of RMB 7.3 billion. Total revenue in 2026 is expected to grow by 9.1% to RMB 399 billion, but lower than the market expectation of RMB 411 billion. Due to intensified competition from Alibaba and Douyin, Citigroup maintains a "Neutral" rating on Meituan and lowers the target price to HKD 94

Citi lowers the target price for MEITUAN to 94 yuan, last year's core local business operations loss exceeded expectations

Shanghai Shangmi Technology, a mainland commercial Internet of Things solution provider, has passed the listing hearing of the Hong Kong Stock Exchange, with shareholders including Alibaba, Meituan, and Xiaomi. The company is the world's largest Android-based BIoT solution provider, with a market share exceeding 10%. Revenue is expected to be RMB 3.404 billion, RMB 3.071 billion, and RMB 3.456 billion for the years 2022, 2023, and 2024, respectively, with net profits of RMB 160 million, RMB 101 million, and RMB 181 million

The commercial Internet of Things solution company, Sangmi, plans to go public in Hong Kong, with shareholders including Alibaba and Meituan

Nomura maintains a "Neutral" rating on Meituan, expecting the stock price to be difficult to rebound in the short term. Meituan issued a profit warning, expecting to turn from profit to loss in the fiscal year 2025, with a net loss between RMB 23.3 billion and RMB 24.3 billion, mainly due to intensified competition in local life services and investments in overseas markets. Meituan's core local business is expected to incur a loss of RMB 6.8 billion to RMB 7 billion, with a loss of about RMB 10 billion in the fourth quarter. Over the past year, Meituan's stock price has accumulated a decline of 51.7%, with a target price of RMB 107

Nomura maintains a "Neutral" rating on Meituan, expects the stock price to be difficult to rebound in the short term

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On February 16, Hong Kong stocks showed mixed performance, rebounding above the 27,000 mark on Monday and closing at 26,567 on Friday, with only an 8-point increase during the week. Northbound capital will pause until next Tuesday, recording a net inflow of HKD 20.2 billion before the holiday on Friday. Meituan's profit warning affected its stock price, which may drag down Alibaba and JD.com. The Hang Seng Index cannot afford to fall below the 26,200 level; if it fails to rise above 27,000, the market outlook will be relatively bearish. The short-term trading range for Hong Kong stocks is approximately 26,000-27,000, with only a half-day market today

- On February 16, Hong Kong stocks exhibited volatile performance, closing the week with only an 8-point increase.  
- The market is expected to open slightly lower as Northbound capital pauses until next Tuesday, with investors likely to be cautious ahead of the Chinese New Year holiday.  
- Concerns over Meituan's prolonged path to profitability may pressure its stock and impact others like Alibaba and JD, with key support levels around 26200 to watch for potential declines.

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The half-day market closes early during the Spring Festival holiday | Gu Tianhou

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The Hong Kong stock market showed weakness in the half-day session before the Lunar New Year holiday, with the Hang Seng Index opening at 26,501 points, down 65 points or 0.25%. Alibaba fell 1.8%, and Meituan issued a profit warning, forecasting a loss of over 23.3 billion yuan last year, with its stock price slightly down 0.6%. Regulatory authorities interviewed several platform companies, affecting market sentiment. Stocks like CATL and LAOPU GOLD performed positively, with prices rising 1.3% and 0.2%, respectively. Sands China reported a net income of USD 7.443 billion for the year, an increase of 5.1% year-on-year

- The Hong Kong stock market is entering the Lunar New Year holiday, with only a half-day trading session today and full trading resuming this Friday.  
- Regulatory actions targeting major tech platforms in mainland China, along with a generally cautious market sentiment, are expected to lead to fluctuations in the Hang Seng Index around the 26,000 to 27,000 point range.  
- Analysts predict that stock prices, especially in the tech sector, will continue to face pressure due to ongoing price wars and muted investor interest.

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Before the market closed for the half-day session, Alibaba fell nearly 2%, Meituan issued a profit warning and slightly declined, CATL and LAOPU GOLD turned blue and moved upward | Hong Kong stocks opened

MEITUAN-W issued a profit warning, expecting a loss of between RMB 23.3 billion and RMB 24.3 billion for the fiscal year 2025, a significant turnaround from a profit of RMB 35.808 billion in the previous year. The loss is mainly due to the core local commerce segment shifting from operating profit to an operating loss of RMB 6.8 billion to RMB 7 billion. The loss trend is expected to continue into the first quarter of 2026. To respond to competition, the group is increasing its investment in the ecosystem, enhancing marketing, improving service quality, and supporting merchant operational efficiency. The group's operating condition is stable, with sufficient cash to support business development

"Profit Warning" Meituan estimates a loss of at least 23.3 billion RMB last year, with the loss trend continuing this season

On February 13th, the State Administration for Market Regulation interviewed platform companies such as Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale, requiring them to comply with relevant laws and regulations, fulfill their main responsibilities, standardize promotional activities, and eliminate "involutionary" competition to maintain a fair competitive market environment and promote the innovation and healthy development of the platform economy

- On February 13, the State Administration for Market Regulation discussed compliance with various laws aimed at promoting fair competition with major platforms including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Shanguo.  
- The platform enterprises were urged to eliminate "involution" competition and to enhance responsible promotional practices to foster a healthy platform economy.  
- The article also includes a disclaimer about investment risks and advises users to consider their individual circumstances before making investment decisions.

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The State Administration for Market Regulation interviewed platform companies such as Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale

On February 13th, the State Administration for Market Regulation interviewed seven platform companies, including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale, requiring them to strictly comply with relevant laws and regulations, fulfill their main responsibilities, standardize promotional activities, and eliminate "involution" competition to maintain a fair competitive market environment and promote the innovation and healthy development of the platform economy

The State Administration for Market Regulation interviewed 7 platform companies

In January, China's new social financing reached 7.22 trillion yuan, with new RMB loans of 4.71 trillion yuan, and M2 grew by 9.0% year-on-year. In the U.S., the January CPI year-on-year was 2.4%, lower than expected, while the core CPI year-on-year was 2.5%. U.S. Treasury Secretary Janet Yellen stated that inflation is expected to return to 2% by 2026. OPEC+ is inclined to resume production increases starting in April, leading to a decline in international oil prices. Meituan expects to incur a loss of over 23 billion yuan in 2025, while Rivian rose over 22% in pre-market trading. The Nikkei 225 index, Shanghai Composite Index, and Hang Seng Index all closed lower

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Global news you need to know before the U.S. stock market opens on Friday

Meituan expects to record a loss of approximately RMB 23.3 billion to 24.3 billion for the fiscal year 2025, while it anticipates a profit of approximately RMB 35.808 billion for the fiscal year 2024. The expected loss is primarily due to the operating profit of the core local commerce segment turning from approximately RMB 52.415 billion in 2024 to an operating loss of approximately RMB 6.8 billion to 7 billion in 2025, while the company has increased its investment in overseas operations

- Meituan anticipates a loss of approximately RMB 233 billion to RMB 243 billion for the fiscal year 2025, following a profit of about RMB 358.08 billion in 2024.  
- The expected loss in 2025 is primarily attributed to a shift from operating profit of approximately RMB 524.15 billion in 2024 to an operating loss of around RMB 68 billion to RMB 70 billion in its core local business segment, alongside increased investment in overseas operations.  
- The article includes a risk warning stating that market investments carry risks and advises caution without personal investment recommendations.

Meituan: The Group expects to record a loss of approximately RMB 23.3 billion to RMB 24.3 billion for the fiscal year 2025

Just bought my first Hong Kong stock, Meituan, through Stock Connect.I think Wang Xing is a tough guy who won't be knocked down.Finally got to experience Stock Connect.The overall operation was okay.Still figuring it out.Not investment advice!

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Today’s Key News Recap

Feb 6 | Dolphin Research focus: 🐬 Stock 1, $BABA-W(09988.HK) Alibaba's Qwen app launched a 'Spring Festival RMB 3bn free-order' campaign today. The first wave centers on AI one-line prompts to order milk tea for free.Notably, WeChat further blocked today the promo passwords for red-envelope campaigns run by both Alibaba Qwen and Tencent Yuanbao. As a result, those keywords can no longer be copied or recognized in private or group chats.The move aims to protect WeChat's platform ecosystem and curb over-marketing that disrupts user experience. It also helps defend its social-traffic moat...

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Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap

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It is terrible that silver's entire gains are wiped out. Where did the money go to?

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I’m surprised to hear about the threat to $Novo Nordisk AS(NVO.US). I thought their drug would be protected by patents.

Dacai

Amzn down 10% is not a surprise with all other tech companies also falling greatly after announcing more than expected capex for 2026. US traders taking profits before tax season, people panic selling, institutions force selling to drive down the prices are what's causing this dip in the stock market. Eventually, these institutions will also be the ones buying the bottom and driving the rally once more. Investors just sit tight and dca into the stocks they have conviction and wait out.

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A sharp contrast between overvalued US tech stocks that we priced for perection Vs Chinese NIO that is beaten down and with lowered expectations.

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Metals &amp; AMZN crash on a wild Friday. A $717M deal and Nio's profit surprise inside. Share your view &amp; earn Task Coins!

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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.

JP#MTUANRC2604N(59614.HK)

The NASDAQ Golden Dragon China Index initially closed down 0.1%. Among popular Chinese concept stocks, Pinduoduo initially rose over 1%, Meituan, YUM CHINA, New Oriental, Tencent, BYD, Baidu, and Alibaba rose by up to 0.9%, Li Auto fell by 0.3%, XPeng fell by 0.9%, and WeRide fell by 3.8%

Meituan Travel: The first peak of travel during the Spring Festival is welcomed, with Beijing, Chengdu, Guangzhou, and Chongqing ranking as popular destinations

Instant Commerce War Takes A Toll On Meituan

The short selling in Hong Kong stocks for half a day amounted to HKD 19.2 billion, accounting for 28.2% of the total turnover of shortable stocks

Citi lowers the target price for MEITUAN to 94 yuan, last year's core local business operations loss exceeded expectations