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Food-Delivery Profitability Could Remain Resilient Despite Seasonal Pressure","url":"https://stock-news.laohu8.com/highlight/detail?id=2664216998","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664216998?lang=en_us&edition=fundamental","pubTime":"2026-09-03 14:15","pubTimestamp":1788416100,"startTime":"0","endTime":"0","summary":"0615 GMT - Profitability for Meituan's food-delivery segment could remain resilient despite near-term seasonal pressure, says UOB Kay Hian's Julia Pan in a note. The Chinese food-delivery platform expects the segment's profitability to weaken in 3Q from 2Q, but to stay sufficient to cover any losses from the instant-shopping division, she says. Pressure on the company's food-delivery unit economics likely reflects summer-season competition and strategic investment, the analyst says. Meanwhile, in-store, hotel and travel segment margins are likely to normalize in 3Q amid softer travel demand and higher marketing expenses, she adds. UOB Kay Hian maintains its hold rating and 76.00 Hong Kong dollar target price. Shares decline 0.7% to 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Season Tests Core Strengths: Meituan's Q2 Revenue Up 14.4% as Food Delivery Unit Economics Turn Profitable First","url":"https://stock-news.laohu8.com/highlight/detail?id=1166311073","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166311073?lang=en_us&edition=fundamental","pubTime":"2026-09-02 17:23","pubTimestamp":1788340983,"startTime":"0","endTime":"0","summary":"The food delivery subsidy war that unfolded in 2025 saw three major platforms collectively burn through over 200 billion yuan, marking one of the most expensive battles in internet history. 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Stock Rallies 2.7% in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=2664927778","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664927778?lang=en_us&edition=fundamental","pubTime":"2026-09-02 16:31","pubTimestamp":1788337860,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Meituan rose 2.7% to 78.75 Hong Kong dollars on what proved to be an all-around grim trading session for the Hong Kong stock market, with the Hang Seng Index falling 0.1% to 25311.21.Meituan closed 28% below its 52-week high of HK$109.70, which the company reached Sept. 18.Trading volume totaled 51.2 million shares, compared to the 50-day average of 52.9 million shares.Data source: Dow Jones Market Data, 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Potential Long-Term Earnings Recovery Seems to be Overlooked","url":"https://stock-news.laohu8.com/highlight/detail?id=2664896092","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664896092?lang=en_us&edition=fundamental","pubTime":"2026-09-02 13:56","pubTimestamp":1788328560,"startTime":"0","endTime":"0","summary":"0556 GMT - The potential for Meituan's long-term earnings recovery appears to be overlooked by the market, says Morningstar's Chelsey Tam in a note. The Chinese food-delivery platform's earnings are improving as the delivery price war cools but its stock price performance was lukewarm after its 2Q results, likely due to a disappointing 3Q profit outlook, she says. She notes weak macroeconomics and poor weather are weighing on the travel segment, while Meituan is raising its marketing costs in the instore, hotel and travel segments to compete with rival Douyin. Still, \"we think the market is overly concerned about Meituan's share loss in the in-store businesses,\" she says. Morningstar retains its fair-value estimate at 110 Hong Kong dollars, noting Meituan's shares seem undervalued. Shares rise 1.6% to HK$77.85.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0588545904.SGD","LU1794554557.SGD","LU0307460666.USD","LU0449515922.USD","LU0164880469.USD","LU1831875114.USD","IE0008369823.USD","LU0327786744.USD","LU0979878070.USD","LU2226246903.HKD","LU0214875030.USD","LU0828237510.HKD","LU0868486357.SGD","LU2242644610.SGD","LU0359202008.SGD","LU0315178854.USD","LU1328615791.USD","LU0823040885.USD","LU1481107354.HKD","SG9999000459.SGD","LU0244354667.USD","BK1233","LU0594300419.USD","LU0605514214.HKD","LU0823041008.USD","LU0823426308.USD","LU0463099449.HKD","MPNGY","LU0823039010.USD","LU0039217434.USD","IE00B031HY20.USD","IE00B3M56506.USD","LU1770036033.HKD","IE00BF5LJ272.USD","LU0633140560.USD","LU0856984785.SGD","LU1224709979.USD","LU0531971595.HKD","LU1152091168.USD","LU1719994722.HKD","LU0819123356.HKD","LU0348827113.USD","LU0502904849.HKD","LU0106252389.USD","LU0417516902.SGD","LU0633140727.USD","LU2097828631.EUR","LU0287142896.SGD","LU0737861699.HKD","LU1251922891.USD","LU0326950275.SGD","LU1323998911.USD","BK1575","LU0700851271.USD","LU1242518857.USD","LU0449509016.USD","LU2488822045.USD","LU0683595622.HKD","LU0543330483.HKD","LU0320764755.SGD","LU0499858602.USD","BK1615","LU1102505929.USD","LU0819121731.USD","LU0072462343.USD","LU0011963245.USD","LU1808992512.USD","LU2045819591.USD","LU0541501648.USD","LU2097828714.EUR","LU0577902298.EUR","LU1064131003.USD","SG9999002562.SGD","BK1521","LU0165289439.USD","LU0455707207.USD","LU0821914370.USD","LU1105468828.SGD","LU0348814723.USD","LU0359201612.USD","LU1868837722.USD","LU0561508036.HKD","LU1868837565.USD","SG9999002828.SGD","LU0210526637.USD","LU0873338254.USD","LU0588545490.SGD","LU1048588211.SGD","LU0084288322.USD","LU0499858438.USD","LU0501845795.SGD","IE00BPRC5H50.USD","LU0043850808.USD","LU0594300179.USD","LU0051755006.USD","LU0880133367.SGD","LU0572944931.SGD","LU0228659784.USD","LU0456846285.SGD","LU2152927971.USD","LU0054237671.USD","LU0359201885.HKD","LU0251144936.SGD","LU0348805143.USD","LU2087589342.USD","LU0211977185.USD","LU0509642566.USD","LU0067412154.USD","LU0117841782.USD","LU1064130708.USD","LU0577902538.SGD","LU1880383366.USD","LU2476274720.SGD","SG9999002463.SGD","LU0540923850.HKD","LU0431992006.USD","LU0029875118.USD","LU0196878994.USD","LU2125910500.SGD","LU1960683339.HKD","SG9999001903.USD","LU2039709279.SGD","LU0261950983.USD","LU0072913022.USD","BK1604","LU0314109678.HKD","IE00B543WZ88.USD","LU0589944569.HKD","03690","LU1675838814.USD","LU0871576103.HKD","LU0797268264.HKD","LU1048596156.SGD","LU2148510915.USD","LU0588546209.SGD","LU0878005551.USD","LU0370786039.SGD","LU0417516738.SGD","LU1008478684.HKD","LU0672654166.SGD","IE00B0JY6N72.USD","LU2097828474.EUR","IE00B5MMRT66.SGD","LU2097828805.USD","LU0149721374.USD","LU0345775950.USD","BK1591","LU1152091754.HKD","SG9999001689.USD","LU0345776255.USD","LU0140636845.USD","KWEB","LU0577902371.SGD","LU0593848301.USD","LU1720050803.USD","LU0823426480.USD","LU1993786604.SGD","BK1618","LU0143863784.USD","BK1142","LU0052750758.USD","LU0348825331.USD","LU2399975544.HKD","LU0054450605.USD","LU0049853897.USD","LU0173614495.USD","LU0650527681.SGD","LU0708995583.HKD","LU1282648689.USD","LU0181495838.USD","LU0348788117.USD","BK1610","LU1226287529.USD","LU0577902454.USD","LU0231483743.USD","LU1770034418.SGD","HMTD.SI","LU0611395673.USD","LU0828237940.HKD","LU0634319403.HKD","LU0828238088.HKD","IE00B29SXG58.USD","LU1303224171.USD","IE0008368742.USD","LU0047713382.USD","LU1807302812.USD","LU1242518931.SGD","LU0865486749.SGD","METmain","IE0034224299.USD","LU1813983027.USD","LU1868838027.USD","LU2257852520.SGD","LU0588545730.USD","LU0348816934.USD","LU0577902611.USD","SG9999014674.SGD","LU0269904917.USD","LU0128522157.USD","LU0823038988.USD","LU2476274308.USD","LU0348735423.USD","LU0918141887.USD","LU1688375341.USD","LU1734074674.USD","LU0164872284.USD","IE0032431581.USD","LU0541502299.USD","LU1328277881.USD","LU1023057109.AUD","LU0048580855.USD","LU0456827905.SGD","LU0326948709.USD","LU1102505762.USD","LU1880383440.USD","LU0918141705.HKD","LU2778985437.USD","SG9999000327.SGD","BK1583","LU1188198961.HKD","LU0048597586.USD","LU0164865239.USD","LU0143863198.USD","BK1589","LU1961090484.USD","LU2097828557.USD","LU0320764599.SGD","LU0132412106.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156095179","title":"HK Movers | Tech Stocks Fall Broadly; BIDU-W, MEITUAN Slide Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1156095179","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156095179?lang=en_us&edition=fundamental","pubTime":"2026-09-01 10:18","pubTimestamp":1788229106,"startTime":"0","endTime":"0","summary":"Hong Kong‑listed technology stocks declined across the board. $BIDU-W(09888)$, $BOSS ZHIPIN-W(02076)$, $MEITUAN-W(03690)$ and $BABA-W(09988)$ fell more than 3%, while multiple names including $JD-SW(09618)$, $TENCENT(00700)$ and $BILIBILI-W(09626)$ dropped over 2%.","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03690","09618","02076","09888","09988","00700","09626"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168931026","title":"Movement Alert｜MEITUAN-W Declines 3.04% in Regular Trading, Barclays Maintains Underweight Rating Citing Profit Margin Ceiling","url":"https://stock-news.laohu8.com/highlight/detail?id=1168931026","media":"Market Focus","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168931026?lang=en_us&edition=fundamental","pubTime":"2026-09-01 10:11","pubTimestamp":1788228716,"startTime":"0","endTime":"0","summary":"On September 1, MEITUAN-W fell 3.04% in regular trading, trading at HK$76.35, with turnover of HK$1.206 billion. Despite a strong Q2 earnings beat days earlier, selling pressure emerged as Barclays...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Barclays Keeps Underweight on MEITUAN-W Citing Profit Ceiling","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03690"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664882949","title":"Prosus Unit iFood Files Antitrust Complaint Against Meituan's Keeta in Brazil","url":"https://stock-news.laohu8.com/highlight/detail?id=2664882949","media":"MT Newswires Live","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664882949?lang=en_us&edition=fundamental","pubTime":"2026-09-01 10:06","pubTimestamp":1788228388,"startTime":"0","endTime":"0","summary":"Prosus' Brazilian unit iFood filed an antitrust complaint with Brazil's antitrust regulator against Meituan's  Keeta, accusing the platform of stifling competition through \"predatory pricing practices,\" according to a statement from iFood on Monday.The complaint alleges Keeta operates at a loss per order in Brazil, subsidizing its operations with capital from its Chinese parent to gain market share and eliminate rivals.The petition seeks three measures from the Administrative Council for Economic Defense or CADE, including opening a formal administrative process, imposing a preventive measure to immediately cease below-cost pricing, and granting periodic access to the platform's cost and pricing data.Meituan and Keeta did not immediately respond to MT Newswires' requests for comment.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU2097828714.EUR","LU0577902298.EUR","LU0359201612.USD","LU1102505929.USD","LU1719994722.HKD","LU0164872284.USD","LU0359201885.HKD","LU0499858438.USD","LU0797268264.HKD","LU1813983027.USD","LU1282648689.USD","LU0449515922.USD","LU1152091754.HKD","KWEB","LU0868486357.SGD","LU2476274720.SGD","LU0117841782.USD","LU0588545490.SGD","LU0577902611.USD","LU1328615791.USD","LU1328277881.USD","LU1303224171.USD","LU2257852520.SGD","LU1720050803.USD","LU0084288322.USD","LU1807302812.USD","LU2148510915.USD","IE00BF5LJ272.USD","LU2476274308.USD","LU1224709979.USD","LU2488822045.USD","LU0588545904.SGD","LU0348816934.USD","LU0181495838.USD","SG9999000459.SGD","LU0128522157.USD","LU0231483743.USD","LU0326948709.USD","LU0348825331.USD","HMTD.SI","LU1770036033.HKD","LU2152927971.USD","SG9999001903.USD","LU0611395673.USD","LU0315178854.USD","LU2226246903.HKD","LU1226287529.USD","LU0541502299.USD","LU0650527681.SGD","LU0856984785.SGD","LU0417516902.SGD","LU0048597586.USD","LU0039217434.USD","LU0431992006.USD","LU0823426308.USD","LU0873338254.USD","LU1048588211.SGD","LU2125910500.SGD","LU0173614495.USD","LU1794554557.SGD","LU0072462343.USD","LU0918141705.HKD","LU1481107354.HKD","PROSY","LU0052750758.USD","LU0164865239.USD","LU0327786744.USD","LU2399975544.HKD","LU0196878994.USD","03690","LU0106252389.USD","LU0819123356.HKD","LU1105468828.SGD","LU2087589342.USD","LU0047713382.USD","LU2778985437.USD","LU0048580855.USD","LU2097828474.EUR","LU0054237671.USD","LU0417516738.SGD","LU0700851271.USD","LU0149721374.USD","IE00B031HY20.USD","LU1831875114.USD","LU0823041008.USD","LU0211977185.USD","LU0043850808.USD","LU1048596156.SGD","IE00B29SXG58.USD","LU1961090484.USD","LU0509642566.USD","LU0320764755.SGD","LU0345776255.USD","LU0345775950.USD","BK1575","LU0594300179.USD","LU0683595622.HKD","LU0502904849.HKD","LU0823038988.USD","LU1688375341.USD","SG9999014674.SGD","BK1591","METmain","LU0011963245.USD","LU1152091168.USD","LU0287142896.SGD","LU0577902538.SGD","LU2097828631.EUR","IE00B0JY6N72.USD","LU1064130708.USD","LU0589944569.HKD","LU0572944931.SGD","LU2097828557.USD","BK4220","LU1102505762.USD","LU0348827113.USD","LU0561508036.HKD","LU0132412106.USD","LU0634319403.HKD","LU0455707207.USD","LU1675838814.USD","LU1064131003.USD","LU1868837722.USD","BK1142","LU0320764599.SGD","BK1583","LU0819121731.USD","LU0348805143.USD","BK1610","LU0348814723.USD","LU0210526637.USD","LU1242518857.USD","LU0456846285.SGD","BK4122","MPNGY","BK1233","LU0140636845.USD","LU0577902371.SGD","IE0008369823.USD","LU0871576103.HKD","LU0348788117.USD","LU0531971595.HKD","LU1993786604.SGD","LU0821914370.USD","LU0878005551.USD","SG9999001689.USD","LU0499858602.USD","LU0828237940.HKD","IE00B543WZ88.USD","LU0593848301.USD","LU1868837565.USD","LU0359202008.SGD","LU0605514214.HKD","LU1960683339.HKD","LU2039709279.SGD","LU2097828805.USD","LU1808992512.USD","LU0314109678.HKD","SG9999000327.SGD","LU0143863784.USD","LU0918141887.USD","IE00B5MMRT66.SGD","LU1323998911.USD","LU1251922891.USD","LU0449509016.USD","SG9999002562.SGD","BK1521","LU0049853897.USD","LU0326950275.SGD","LU0540923850.HKD","LU1023057109.AUD","IE0032431581.USD","LU0501845795.SGD","LU0463099449.HKD","LU0054450605.USD","LU0228659784.USD","LU0588545730.USD","LU0594300419.USD","LU0672654166.SGD","LU0823039010.USD","LU0823426480.USD","LU0214875030.USD","LU0067412154.USD","LU0828238088.HKD","LU1188198961.HKD","LU1242518931.SGD","LU0261950983.USD","LU0865486749.SGD","LU0979878070.USD","LU0541501648.USD","LU0633140560.USD","LU0633140727.USD","LU0348735423.USD","LU0307460666.USD","LU0244354667.USD","LU0708995583.HKD","LU0737861699.HKD","LU0823040885.USD","SG9999002463.SGD","LU0072913022.USD","LU0456827905.SGD","LU2242644610.SGD","BK1618","LU2045819591.USD","LU0828237510.HKD","LU1880383440.USD","LU0543330483.HKD","IE0034224299.USD","LU1868838027.USD","LU0577902454.USD","LU1880383366.USD","LU1734074674.USD","LU0029875118.USD","LU0269904917.USD","BK1589","LU0051755006.USD","LU0880133367.SGD","IE00BPRC5H50.USD","BK1604","LU0588546209.SGD","LU1008478684.HKD","LU0165289439.USD","LU0251144936.SGD","LU1770034418.SGD","SG9999002828.SGD","IE00B3M56506.USD","LU0370786039.SGD","LU0164880469.USD","BK1615","IE0008368742.USD","LU0143863198.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121503063","title":"The toughest stretch may be over for Meituan, but can it reclaim its former glory?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121503063","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121503063?lang=en_us&edition=fundamental","pubTime":"2026-09-01 09:15","pubTimestamp":1788225342,"startTime":"0","endTime":"0","summary":"Meituan returned to profitability in the second quarter, yet a structural shift in the competitive landscape means its margins are unlikely to revisit the heights of previous years. According 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Stock Climbs 1.8% in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=2663307588","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663307588?lang=en_us&edition=fundamental","pubTime":"2026-08-31 16:33","pubTimestamp":1788165180,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Meituan rallied 1.8% to 78.90 Hong Kong dollars on what proved to be an all-around rough trading session for the Hong Kong stock market, with the Hang Seng Index falling 0.1% to 25566.99.Meituan closed 28% short of its 52-week high of HK$109.70, which the company reached Sept. 18.Trading volume totaled 92.0 million shares, compared to the 50-day average of 52.5 million shares.Data source: Dow Jones Market Data, 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Food Delivery Business to Continue to Improve","url":"https://stock-news.laohu8.com/highlight/detail?id=2663784440","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663784440?lang=en_us&edition=fundamental","pubTime":"2026-08-31 15:40","pubTimestamp":1788162000,"startTime":"0","endTime":"0","summary":"0740 GMT - Meituan's food delivery business is likely to continue to improve, according to HSBC analysts in a research note. \"The pace at which Meituan's food delivery loss has improved in 2Q surprised on the upside,\" they note. While order growth could turn negative year-over-year in 3Q on a high base of comparison, continued average order value improvement can drive better unit economics as Meituan continues to rein in user subsidies, the bank says. HSBC keeps a buy rating and raises its target price for Meituan to 110.00 Hong Kong dollars from HK$104.00. Shares last traded at 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lifts Meituan price target to HK$120 on stronger-than-expected Q2 results","url":"https://stock-news.laohu8.com/highlight/detail?id=1155353818","media":"Stock News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155353818?lang=en_us&edition=fundamental","pubTime":"2026-08-31 15:11","pubTimestamp":1788160274,"startTime":"0","endTime":"0","summary":"Citi has raised its price target for Meituan-W (03690) to HK$120 from HK$113, following the company's second-quarter results that exceeded expectations. The firm has also increased its 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