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Reddit ticker intel

3690.HK

Consumer Discretionary
美团-W Meituan · HKEX
No Reddit discussion for this ticker in the last 24h.
Community thesis
· Distilled from real DD posts; click ↗ for the source

Bulls ⚔ Bears · how Reddit is debating it

Bull case

0 stances
  • Strategic move to solidify dominance in local services and instant retail. ↗
  • Leverages existing massive delivery network for supermarket operations. ↗

Bear case

0 stances
  • Alibaba's $1.5B acquisition of Pupu is a direct move to wrest market share away from Meituan in online commerce. ↗
  • Supermarket retail typically operates on notoriously thin margins. ↗
  • High acquisition cost could weigh heavily on short-term profitability. ↗

Credible voices

Discussing this ticker · by content quality
u/Aceboy884
1 posts · 16 upvotes
★ 0.80
-0.60
u/Primary_Olive_5444
1 posts · 1 upvotes
★ 0.60
-0.60
u/artsakenos
1 posts · 62 upvotes
★ 0.45
0.00
u/wayl
1 posts · 1 upvotes
★ 0.45
0.00
u/IllustriousBeyond584
1 posts · 0 upvotes
★ 0.35
0.00
u/FeralHamster8
2 posts · 17 upvotes
★ 0.25
-0.05

Catalysts · themes

What the community is watching
AI 资本开支 · 1财报季 · 1逼空 / Meme · 1

Community split

Which subreddits the mentions come from
r/baba
4
r/shanghai
3

Related narratives

—

High-quality DD posts

7 total
16
r/babar/baba· u/Aceboy884· 19d agoDue Diligence
Alibaba Valuation Deep Dive - CoWork

Author critiques BABA, arguing management drives profitability to zero by simultaneously burning cash on AI capex and retail price wars.

14Bearish★ High signalBABAMSFTAI 资本开支财报季
1
r/babar/baba· u/Primary_Olive_5444· 2d agoNews
Alibaba Bids $1.5 Billion for China Grocer in Fight With Meituan

Alibaba bids $1.5B for Pupu to fight Meituan, but author warns ByteDance's competition will drain BABA's cash flow and lower valuation.

0BearishBABA3690.HK
62
r/shanghair/shanghai· u/artsakenos· 7d agoCity
Last month I did a Century Ride with a Meituan bike to 松江

The new bikes are so comfortable!

18Neutral3690.HK
1
r/shanghair/shanghai· u/wayl· 18d agoEvent
I rode 112 km, on a Meituan bike 🚴‍♀️

I rode 112 km, on a Meituan bike 🚴‍♀️

0Neutral3690.HK
0
r/shanghair/shanghai· u/IllustriousBeyond584· 12d ago
How is food in Songjiang ?

How is the food in Songjiang?

12Neutral3690.HK
11
r/babar/baba· u/FeralHamster8· 23d agoMeme
Chinese tech year to date. Baba is the second or third best 🤷‍♂️

Author lists YTD performance of Chinese tech stocks, noting BABA is among the best in a mostly down sector.

9NeutralBABAJDBIDU逼空 / Meme
6
r/babar/baba· u/FeralHamster8· 19d agoNews
Reports suggest Alibaba, JD.com, and Meituan are bidding for Pop Mart Supermarket

Reports indicate Alibaba, JD.com, and Meituan are competing to acquire Pop Mart Supermarket.

5NeutralBABAJD3690.HK