• 2018-11-21

    Meituan Dianping (3690.HK): Meituan Has To Fight The Fight In Food Delivery

    Meituan Dianping will report 3Q18 results on November 22nd with a 7am EST conference call. Based on our proprietary data and assumptions, Meituan food delivery GTV is likely to grow 56.2% Y/Y in 3Q18 to RMB79.0B, mainly attributable to order growth at 47.6% Y/Y. However, since it became a public listed company, the competition with Ele.me has been heating up. ……

    Read Room>>




T.H. Capital is an independent research and investment advisory firm specializing in China. We offer real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects, from China ADRs to international names that have meaningful exposure to the China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.

5E, Tower D, Central International Trade Center, 6 Jianguomenwai Avenue, Beijing 100022, China



Do you enjoy pursuing original research in any aspect of the financial markets and have the ability to present research in a refreshing and captivating manner?