Meituan - Investment Thesis
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Meituan - Investment Thesis
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In this episode we dive deep into Meituan ($MPNGF), China's fascinating super-app that's revolutionizing how millions of people interact with local businesses every day. Meituan has evolved into a technology powerhouse processing an astounding 98 million daily delivery orders while investing heavily in autonomous vehicles and drone delivery systems.
Explore how the company combines immediate profitability - with operating profits reaching RMB 13.7 billion last quarter - while pursuing ambitious technological innovations funded by a massive US$10 billion capital raise. We break down why Meituan's expanding network effects, international expansion beginning in Saudi Arabia, and potential transformation of retail through its InstaMart initiative make it a compelling investment opportunity at current valuations.
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