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Food-Delivery Business Likely to Post Narrower Loss -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2623052360","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623052360?lang=en_us&edition=fundamental","pubTime":"2026-03-30 11:43","pubTimestamp":1774842180,"startTime":"0","endTime":"0","summary":"0343 GMT - Meituan's food-delivery business is likely to post narrower losses in the near term, but its recovery path might be bumpy, Nomura analysts say in a research note. The segment's operating loss is likely to narrow on quarter for 1Q. However, pressure lingers as Nomura analysts expect Alibaba's food-delivery subsidy budget to remain high. This will slow Meituan's food-delivery recovery pace, the analysts say. Nomura cuts its target price on Meituan to HK$92.00 from HK$107.00. Shares are last at HK$85.05. 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23.4 Billion Yuan Loss: Is There a Future in the Costly Food Delivery Battle?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150569658","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150569658?lang=en_us&edition=fundamental","pubTime":"2026-03-29 14:13","pubTimestamp":1774764836,"startTime":"0","endTime":"0","summary":"Meituan currently resembles walking a tightrope. On one side, it must use funds from its core business to fend off competitors, while on the other, it must invest in new ventures to bet on 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Losses Seem to Be Narrowing Faster Than Expected -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2622484962","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622484962?lang=en_us&edition=fundamental","pubTime":"2026-03-27 16:29","pubTimestamp":1774600140,"startTime":"0","endTime":"0","summary":"0829 GMT - Meituan's losses seem to be narrowing faster than expected, Citi analysts say in a note. Its food-delivery segment's unit economics demonstrated decent sequential improvement in 4Q despite intense competition, and could further improve in 1Q, the analysts say. Its overseas execution also appears solid, they say, partially because its Keeta brand has turned profitable in Hong Kong. The analysts say Meituan's core local commerce segment could return to profitability as soon as 2Q. Citi upgrades its rating on the stock to buy/high risk from neutral/high risk, although they flag that this could prove to be too early. The bank also raises its target price to HK$110 from HK$94. Shares closed 0.9% lower at HK$85.90. 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Keeps Bull on Market Leadership, Early Overseas Traction -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2622817928","media":"Dow Jones","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622817928?lang=en_us&edition=fundamental","pubTime":"2026-03-27 13:49","pubTimestamp":1774590540,"startTime":"0","endTime":"0","summary":"0548 GMT - Meituan retains its bull at DBS Group Research thanks to its market-leading position in food delivery and early traction in overseas markets. That is despite near-term earnings pressure for the Chinese food-delivery platform, the analysts say in a note. Its guidance for core local commerce revenue to be flat or decline slightly in 1Q was also in line with DBS's expectations. The company expects narrower losses from its new initiatives segment, thanks to better unit economics in Saudi Arabia, the analysts note. Meituan shares could rise if Chinese regulators issue clearer directions for ending the subsidy war in the food-delivery industry, they add. DBS keeps its buy rating on Meituan and is reviewing its HK$130.00 target price. Shares rise 1.5% to HK$88.025. 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By 2026, the landscape of Yangpu's digital economy will see significant changes. On the Yangpu waterfront, three core projects—the Meituan 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