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Haitong sec: The macro environment is improving. Focus on mergers and acquisitions in the retail industry. Low PB companies may welcome valuation recovery.
Recently, the market's attention has shifted towards mergers and acquisitions and low PB, the bank has sorted out the relevant targets in the retail sector with progress, divided into two categories: first, changes in major shareholders, which may enhance merger and reorganization expectations; second, the company itself has merger and reorganization related activities.
China's internet plus-related giants are growing the fastest! Morgan Stanley: Meituan aims for 300 Hong Kong dollars.
Morgan Stanley believes that by 2030, the scale of the instant retail market in china will grow to 2 trillion yuan, with Alibaba and jd.com losing market share, and Meituan being the most likely company to seize this opportunity. Currently, the price of Meituan's Hong Kong stocks still needs to rise by 75.64% to reach Morgan Stanley's predicted 300 HKD per share.
Market Chatter: Meituan Looks to Introduce Drone Food Deliveries
Meituan-W (03690.HK) plans to hold a board of directors meeting on November 29 to approve the third quarter performance.
Guolonghui November 19th | Meituan-W (03690.HK) announced that the board of directors hereby notifies that a board meeting will be held on November 29, 2024 (Friday) to consider and approve the unaudited financial performance for the third quarter of 2024, as well as to deal with other matters.
Date of Board Meeting
CICC: In Q3 24, the maximum increase in the proportion of optional consumer Hong Kong stock holdings, Alibaba-W (09988) is highly favored after its inclusion.
In Q3 2024, the total scale of public fund holdings in Hong Kong stocks rose significantly, and the proportion of southbound trading increased, but it was not an active shareholding.
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