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美国国务卿鲁比奥:对俄罗斯原油的制裁豁免并非美国的长期政策。
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2026-03-27
DBS Group Research maintained a bullish view on Meituan, citing its leading position in food delivery and early progress in overseas markets. This comes despite near-term earnings pressure and guidance for core local commerce revenue to be flat or slightly down in 1Q, which was in line with expectations. The company also expects narrower losses in its new initiatives segment, supported by improved unit economics in Saudi Arabia. DBS said shares could re-rate if regulators provide clearer guidanc
DBS Group Research maintained a bullish view on Meituan, citing its leading position in food delivery and early progress in overseas markets. This comes despite near-term earnings pressure and guidance for core local commerce revenue to be flat or slightly down in 1Q, which was in line with expectations. The company also expects narrower losses in its new initiatives segment, supported by improved unit economics in Saudi Arabia. DBS said shares could re-rate if regulators provide clearer guidance on ending subsidy competition in food delivery, and kept its buy rating while reviewing its HK$130 target price.
2026-03-27
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