Hi WL! I'd be excited to serve you as a client. Can you please DM me your email address through Twitter @ https://twitter.com/jszhang0912, or through inbox on Snowball where my pseudo-name is 黑色面包? Look forward to connecting with you.
Thanks for timely sharing! I bet at 65 hkd today, till now the only risk is the macro economy ,the consumer 's income is up or down in the next 5years. only if the core commercial sector can get 10% ave growth in the next 5years, the price will double.
I think Baba will not sell eleme due to its strategic significance and it'd be hard to imagine that Baba's just gonna completely give up that optionality (Meituan will not crush it for antitrust reasons thereby leaving Baba a chance to make a come-back down the road). In addition, even if such a deal consummates, I think Tik Tok will have a very hard time trying to execute and turnaround that business given its intrinsic business characteristics as a "network traffic vendor". Lastly, compared to Meituan, Tik Tok is apparently a more formidable opponent for Baba's core online retail business, it just seems a bit silly for Baba to feed its nightmare competitor to make it even stronger.
There would be no wars any more in waimai industry I think because no capital will be interested in burning money for a mature industry. only if the delivery robot be created and no need of living persons doing the delivery works.
Thanks for timely sharing!
I am a potential LP, how can we get in touch?
Hi WL! I'd be excited to serve you as a client. Can you please DM me your email address through Twitter @ https://twitter.com/jszhang0912, or through inbox on Snowball where my pseudo-name is 黑色面包? Look forward to connecting with you.
Thanks for timely sharing! I bet at 65 hkd today, till now the only risk is the macro economy ,the consumer 's income is up or down in the next 5years. only if the core commercial sector can get 10% ave growth in the next 5years, the price will double.
Thank you for sharing. The market is currently valuing the non-core businesses of Meituan at a negative hundred billion valuation.
How to evaluate the potential impact of tiktok's acquisition of eleme on Meituan?
https://www.hstong.com/news/detail/24012413145217801 hopefully Yongfu's comments put the unjustified fear of a senseless acquisition to rest for good.
I think Baba will not sell eleme due to its strategic significance and it'd be hard to imagine that Baba's just gonna completely give up that optionality (Meituan will not crush it for antitrust reasons thereby leaving Baba a chance to make a come-back down the road). In addition, even if such a deal consummates, I think Tik Tok will have a very hard time trying to execute and turnaround that business given its intrinsic business characteristics as a "network traffic vendor". Lastly, compared to Meituan, Tik Tok is apparently a more formidable opponent for Baba's core online retail business, it just seems a bit silly for Baba to feed its nightmare competitor to make it even stronger.
There would be no wars any more in waimai industry I think because no capital will be interested in burning money for a mature industry. only if the delivery robot be created and no need of living persons doing the delivery works.