Back    Zoom +    Zoom -
<Hindsight>Brokers' Latest Investment Ratings, TPs & Views on MEITUAN-W Post-Results
Recommend
55
Positive
75
Negative
41
MEITUAN-W (03690.HK)'s stock price dropped by 1.5% to HKD101 in the morning session, with a trading volume of HKD6.083 billion.

Our reporters have summarized the latest investment ratings and target prices from 13 brokers. Among them, seven brokers lowered their target prices, while nine gave similar ratings of Buy, Overweight, or Outperform.

Related NewsBOCI Keeps Buy on BABA-W (09988.HK) with Strong Core Biz
Brokers | Investment Ratings | Target Prices (HKD)
Huatai Securities | Buy | 142.8
Daiwa | Buy | 170 -> 140
CMSI | Overweight | 139
CLSA | Outperform | 135
Jefferies | Buy | 139 -> 130
CICC | Outperform | 125
Goldman Sachs | Buy | 139 -> 120
Morgan Stanley | Overweight | 135 -> 120
Citi | Neutral | 117 -> 115
HSBC Global Research | Buy | 114
BofA Securities | Neutral | 105 -> 103
JPMorgan | Neutral | 100
Bernstein | Equalweight | 95 -> 85

Brokers│Views
Huatai Securities│High-value user barriers protect long-term competitive edge
Daiwa│Bottomed out in 3Q25, though the recovery will be slow
CMSI│High customer order share steady, expecting earnings to recover next year
CLSA│Competition still fierce
Jefferies│Core local business improved, replicating successful experience overseas
CICC│Food delivery business loss peaked out in 3Q25, in-store hotel and travel business competition resurging
Goldman Sachs│Gross transaction volume maintained leading position
Morgan Stanley│Initial signs of bottoming out emerged
Citi│Core local business expected to continue reporting losses in 4Q25, Keeta operations progressing positively
HSBC Global Research│Focus on high-quality order market share
BofA Securities│Brutal competition in food delivery heaped pressure on 3Q25 results, and losses will narrow in 4Q25, though competition will remain intense
JPMorgan│Defended local business leadership at the expense of profitability
Bernstein│The battle isn't yet decided
AAStocks Financial News