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Posted by
Two Blokes May 28, 2025 -
Filed in
Stock
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6 views
Meituan delivered strong Q1 results, beating earnings expectations and maintaining robust margins despite intensifying competition from JD in food delivery. The current 12.6x forward PE is an attractive entry point, with most negative sentiment already priced in and 41% upside potential. Meituan's competitive moat, platform scale, and efficient order allocation should help it withstand JD's subsidy-driven push and regulatory changes.
