Meituan Unsponsored ADR (MPNGY)
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Meituan: No Deterioration In Fundamentals, Stay Buy Rated
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.
Meituan: On-Demand Momentum, Eyeing Lucrative Overseas Growth And Navigating AI Investments
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.
Meituan (MPNGF) Q4 2024 Earnings Call Transcript
Meituan (OTCPK:MPNGF) Q4 2024 Earnings Conference Call March 21, 2025 7:00 AM ET Company Participants Scarlett Xu - VP and Head-Capital Markets Xing Wang - Chairman and CEO Shaohui Chen - SVP and CFO Conference Call Participants Ronald Keung - Goldman Sachs Gary Yu - Morgan Stanley Ya Jiang - CITIC Securities Kenneth Fong - UBS Thomas Chong - Jefferies Charlene Liu - HSBC Operator Thank you for standing by and welcome to the Meituan Fourth Quarter and Full Year 2024 Earnings Conference Call. All participants are in a listen-only mode.
Meituan joins China's AI spending race, says investing 'billions' in chips
Wang Xing, CEO of China's largest food delivery firm Meituan , said on Friday in a post-earnings call that the company is pouring "billions" into chips used to train AI models, with more investment planned this year.
Meituan Nearly Triples Profit Despite Competition
Chinese food-delivery giant Meituan continued its run of strong earnings even as it faces fierce competition and a weaker Chinese economy.
China's biggest food delivery firm Meituan's Q4 revenue in line with estimates
China's largest food delivery firm Meituan posted on Friday a fourth-quarter revenue that was largely in line with estimates, amid sluggish Chinese consumption.
Meituan: Accelerating Global Expansion, Keeta Strengthens Market Leadership
Meituan's Keeta is set to dominate Hong Kong's food delivery market, capturing over 50% market share following Deliveroo's exit. Keeta's success in Hong Kong validates the Company's global growth potential, leveraging proven strategies from China to expand internationally. Keeta's expansion in the GCC region and potential entry into Singapore highlight its strategic adaptability and market penetration capabilities.
Meituan: Capturing The Lens Of Opportunity
Meituan's inclusion of personal photographers on its platform targets a growing RMB 500bn market, enhancing its leadership in lifestyle services and driving revenue growth. This initiative is margin-accretive, with higher transaction sizes compared to food delivery and hotel bookings, benefiting both photographers and users with transparent pricing and quality assurance. The program's scalability allows Meituan to expand nationally and globally through its Keeta platform, differentiating itself in the competitive lifestyle services market.
Meituan: Global Expansion Ramping Up With Drones And Grocery Delivery
Meituan's Keeta is expanding rapidly in the GCC, leveraging food delivery success to enter grocery delivery and quick commerce, driving higher e-commerce penetration. Investment in drone technology is promising in the UAE due to favorable regulatory conditions, optimizing Meituan's delivery services beyond China's restrictive environment. Keeta's strategic expansion in Saudi Arabia and UAE positions Meituan for significant revenue growth, potentially generating over $1bn in KSA alone.
Meituan: Upside Remains Attractive Due To Strong EBITDA Growth Outlook
Meituan's strong 3Q24 results, with 22% y/y revenue growth and significant margin expansion, reinforce my buy rating and bullish outlook. The shift toward profitability over market share, especially in new initiatives, has shown tangible results, driving EBITDA growth. On-demand delivery segment's better monetization and solid volume growth outlook are key drivers for future profit margin improvements.
Meituan (MPNGF) Q3 2024 Earnings Call Transcript
Meituan (OTCPK:MPNGF) Q3 2024 Results Conference Call November 29, 2024 6:00 AM ET Company Participants Scarlett Xu - VP and Head-Capital Markets Xing Wang - Chairman and CEO Shaohui Chen - SVP and CFO Conference Call Participants Ya Jiang - CITIC Securities Ronald Keung - Goldman Sachs Gary Yu - Morgan Stanley Thomas Chong - Jefferies Kenneth Fong - UBS Operator Thank you for standing by, and welcome to the Meituan Third Quarter 2024 Earnings Conference Call. [Operator Instructions].
Chinese food delivery giant Meituan beats quarterly revenue estimates
China's largest food delivery firm Meituan posted a bigger-than-expected 22.4% rise in third-quarter revenue on Friday, defying sluggish Chinese consumption.
