Total Assets$美团-W(03690.HK)
$Meituan-W(03690.HK) Bearish
Meituan's performance forecast announcement:
2025 Performance Review (Already warned)
Total Revenue: Approximately 360-370 billion yuan (YoY +5%–8%)
Net Loss: 23.3-24.3 billion yuan (Profited 35.8 billion yuan in 2024, turning from profit to loss)
Core Local Commerce: Operating loss of 6.8-7.0 billion yuan (Profited 52.4 billion yuan in 2024)
Main reasons: Instant retail subsidy war, rider costs, and a surge in marketing investment.
Meituan has had a lot of negative news lately, with the backend deleting users' photo album photos, and now the performance forecast is out, showing huge losses. Therefore, I'm not optimistic about it; it's definitely bearish and will fall.
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