Meituan Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
06:37
Nov 12
Nov 12
Bloomberg Markets
Chinese internet faces compute demand issues
Chinese hyperscalers and internet platforms face tighter scrutiny over their access to compute and weak consumer demand. Alibaba is spending heavily on less advanced chips, while JD.com and Meituan need technology to offset weak consumption, a major problem for the sector.
Meituan
Meituan
Avoid
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06:40
Aug 31
Aug 31
Bloomberg Markets
Meituan benefits as competition eases
The internet and delivery sector's earnings have bottomed out, with competition clearly easing and cost control improving. Even with the consumer sector still lackluster, the delivery/internet names should deliver earnings growth from a depressed base.
Meituan
Meituan
Long
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09:03
Aug 24
Aug 24
Bloomberg Markets
Burry swaps Alibaba for JD, Meituan
Burry sold his Alibaba stake and bought JD.com instead, saying he expects price pressures for these companies to improve; he believes that benefits JD.com and Meituan, while Alibaba still has an AI-led revenue segment losing money despite widely downloaded models and a low-cost LLM price war.
Meituan
Meituan
Long
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About Meituan Investor Commentary
Across the available history and selected sources, Buzzberg tracks Meituan across 2 sources: 4 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 36% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 11 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Anthony Stevens, Michael Burry.