Meituan Dianping – Is the Impressive Growth Sustainable?
Follow Antya Investments Meituan Dianping (3690 HK) appears to have side stepped the slowdown in the Chinese economy by posting a robust set of numbers. While on a YoY basis the trends are unambiguously positive, QoQ numbers suggest a challenging 2019 is in store. Ultimately it will be a trade-off between user incentive spending and […]