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Meituan's Global Strategy: Opportunities in the $30 billion takeaway market.
Morgan Stanley estimates that by 2028, the takeout market size in the Gulf Cooperation Council (GCC) countries will reach 30 billion dollars, with a compound annual growth rate of up to 15% from 2024 to 2028. Among them, the market size in Saudi Arabia will reach 16 billion dollars, accounting for over 50% of the total GCC market.
Tesla's Post-Election Rally Has Evaporated. Will Trump's Tariff Pause Reignite the Stock?
Hong Kong stock morning report｜The Nasdaq has entered a correction zone, with mixed performance among Chinese concept stocks. The European Central Bank has cut interest rates.
① The U.S. and Ukraine plan to hold talks in Saudi Arabia next week to discuss a preliminary ceasefire between Russia and Ukraine. ② Trump signed an amendment to postpone tariffs on Mexican commodities that comply with the U.S.-Mexico-Canada Agreement. ③ The three major U.S. stock indices fell sharply on Thursday, while China Concept Stocks had mixed performances. ④ The European Central Bank lowered the three key interest rates by 25 basis points, aligning with market expectations. ⑤ Wu Qing, chairman of the Securities Regulatory Commission, stated that policies for long-term capital and long-cycle assessments will be released as soon as possible.
Meituan in the next decade: food retail, Global expansion, and AI.
Citi is bullish on Meituan, stating that Meituan's fresh retail Business is highly aligned with the instant retail delivery Global Strategy that Meituan has been vigorously promoting in recent years, as there are natural cross-selling opportunities between fresh retail Business and the food delivery Business.
Goldman Sachs' five macro scenario simulations: Is the current situation most favorable for Chinese Stocks?
Top trader Lindsay Matcham at Goldman Sachs believes that three factors should be considered when deciding on stock themes: 1. Will economic growth slow down or accelerate? 2. Will inflation data rise or fall? 3. Will global central banks ease or tighten?
The enthusiasm for Technology stocks continues to warm up, and the market is expected to return to a dual main line of Siasun Robot&Automation and AI computing power.
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