Meituan's Dingdong Deal Makes Strategic Sense -- Market Talk

Dow Jones

02/06

0942 GMT - Food-delivery platform Meituan's deal to buy the Chinese business of online grocer Dingdong makes strategic sense to Nomura's Jialong Shi and Rachel Guo. The buy enables Meituan to narrow its gap with rival Alibaba Group in Shanghai, which is a key quick-commerce market, while preventing another competitor, JD.com, from catching up, the analysts say. This strategic significance appears to justify the nearly 60% premium to the market price that Meituan paid for, they add. Still, they retain their neutral rating and HK$107.00 target price on Meituan, as they reckon the quick-commerce sector's competitiveness hasn't faded but rather evolved into a protracted competition focusing on specific, important markets. Shares end 2.6% lower at HK$91.40. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

February 06, 2026 04:42 ET (09:42 GMT)

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The buy enables Meituan to narrow its gap with rival <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> in Shanghai, which is a key quick-commerce market, while preventing another competitor, JD.com, from catching up, the analysts say. This strategic significance appears to justify the nearly 60% premium to the market price that Meituan paid for, they add. Still, they retain their neutral rating and HK$107.00 target price on Meituan, as they reckon the quick-commerce sector's competitiveness hasn't faded but rather evolved into a protracted competition focusing on specific, important markets. Shares end 2.6% lower at HK$91.40. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 06, 2026 04:42 ET (09:42 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meituan's Dingdong Deal Makes Strategic Sense -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeituan's Dingdong Deal Makes Strategic Sense -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-06 17:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0942 GMT - Food-delivery platform Meituan's deal to buy the Chinese business of online grocer Dingdong makes strategic sense to Nomura's Jialong Shi and Rachel Guo. The buy enables Meituan to narrow its gap with rival <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> in Shanghai, which is a key quick-commerce market, while preventing another competitor, JD.com, from catching up, the analysts say. This strategic significance appears to justify the nearly 60% premium to the market price that Meituan paid for, they add. Still, they retain their neutral rating and HK$107.00 target price on Meituan, as they reckon the quick-commerce sector's competitiveness hasn't faded but rather evolved into a protracted competition focusing on specific, important markets. Shares end 2.6% lower at HK$91.40. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 06, 2026 04:42 ET (09:42 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2152927971.USD","symbol_name":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2609569655","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2609569655","pubTimestamp":1770370920,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0942 GMT - Food-delivery platform Meituan's deal to buy the Chinese business of online grocer Dingdong makes strategic sense to Nomura's Jialong Shi and Rachel Guo. The buy enables Meituan to narrow its gap with rival Alibaba Group in Shanghai, which is a key quick-commerce market, while preventing another competitor, JD.com, from catching up, the analysts say. This strategic significance appears to justify the nearly 60% premium to the market price that Meituan paid for, they add. Still, they retain their neutral rating and HK$107.00 target price on Meituan, as they reckon the quick-commerce sector's competitiveness hasn't faded but rather evolved into a protracted competition focusing on specific, important markets. Shares end 2.6% lower at HK$91.40. 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Food-delivery platform Meituan's deal to buy the Chinese business of online grocer Dingdong makes strategic sense to Nomura's Jialong Shi and Rachel Guo. The buy enables Meituan to narrow its gap with rival Alibaba Group in Shanghai, which is a key quick-commerce market, while preventing another competitor, JD.com, from catching up, the analysts say. This strategic significance appears to justify the nearly 60% premium to the market price that Meituan paid for, they add. Still, they retain their neutral rating and HK$107.00 target price on Meituan, as they reckon the quick-commerce sector's competitiveness hasn't faded but rather evolved into a protracted competition focusing on specific, important markets. Shares end 2.6% lower at HK$91.40. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 06, 2026 04:42 ET (09:42 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}