Research

• Meituan: 1Q26 Results - Food Delivery UE Could Turn Positive in 2Q

  June 1, 2026  —  Jin Yoon
• Meituan: 1Q26 Flash - CLC Operating Losses Meaningfully Narrowed in 1Q

  June 1, 2026  —  Jin Yoon
• Meituan: 4Q25 Results - CLC Operating Loss Could Meaningfully Narrow in 1Q26

  March 26, 2026  —  Jin Yoon
• Meituan: 4Q25 Flash - Revs Largely in Line; Margins Below Expectations

  March 26, 2026  —  Jin Yoon
• SAMR Indirectly Calling for an End to Food Delivery Price War: Our Take

  March 25, 2026  —  Jin Yoon

Events