This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMeituan（9MD1）株式概要美団は、中華人民共和国、香港、マカオ、台湾、および国際的に、テクノロジー主導の小売企業として事業を展開している。 詳細9MD1 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績6/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より57.9%で取引されている 収益は年間13.35%増加すると予測されています 過去1年間で収益は155.2%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、9MD1 、リスクは検出されなかった。すべてのリスクチェックを見る9MD1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€13.4023.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-96b620b2016201920222025202620282031Revenue CN¥620.1bEarnings CN¥71.6bAdvancedSet Fair ValueView all narrativesMeituan 競合他社StarbucksSymbol: NasdaqGS:SBUXMarket cap: US$118.7bChipotle Mexican GrillSymbol: NYSE:CMGMarket cap: US$42.1bCompass GroupSymbol: LSE:CPGMarket cap: US$52.9bTUISymbol: XTRA:TUI1Market cap: €3.3b価格と性能株価の高値、安値、推移の概要Meituan過去の株価現在の株価HK$13.4052週高値HK$24.8052週安値HK$11.50ベータ0.361ヶ月の変化-10.67%3ヶ月変化-26.37%1年変化3.08%3年間の変化n/a5年間の変化n/aIPOからの変化-2.69%最新ニュースお知らせ • Jun 25Naspers May Sell Part of Its 4% Stake in MeituanNaspers Limited (JSE:NPN) is prepared to sell down its ZAR 71 billion stake in the world's largest food delivery company following moves by China's Meituan (SEHK:3690) to enter Brazil, a market in which the JSE-listed group is already dominant. In May, Chinese technology and delivery giant Meituan said it was preparing to launch its food delivery service, Keeta, in Brazil. The company plans to invest $1 billion (ZAR 17.78 billion) over the next five years to establish and expand its operations in the country. This expansion marks Meituan's entry into the South American market. For Naspers, which holds a stake in Meituan of about 4%, the move presents a conundrum as it already operates one of the largest food delivery businesses in the region, iFood. Meituan's entry would see two of its associated companies directly competing in Brazil. During an investor call late on Monday, Naspers and Prosus CEO Fabricio Bloisi said the group may sell part of the stake in Meituan, using the funds to invest in its own e-commerce businesses. The former iFood CEO is bearish about the Chinese company's ability to crack the Latin America market, saying there is a high chance of failure. "Our strategy is to invest more in companies that reinforce our ecosystem and we are going to keep doing that aggressively. I think Meituan has less probability of winning internationally," said Bloisi. "They are going to face some tough competition. As a Meituan shareholder I am disappointed because their risk of failing increases. Therefore, we might sell part of the Meituan shares, [to invest] in other areas with more connection to our existing ecosystems." Such a move is likely to unlock a big cash pile for Naspers, whose Meituan stake is valued about $4 billion (ZAR 71.1 billion). Naspers acquired this stake in 2022 after Chinese internet giant Tencent decided to distribute its 17% stake in Meituan to shareholders. "If we say let's invest more in some businesses in Latin America that we believe will reinforce our ecosystem, we could sell part of [our] Meituan shares, or everything that we think is reasonable, to invest more to reinforce our ecosystem," Bloisi said. "And we are going to do that, looking to our shareholders. If we have opportunities to grow faster and better than Meituan in some of our ecosystems, we will do it." For Meituan, this move is part a broader global expansion strategy, following its previous expansions into Hong Kong and the Middle East.お知らせ • May 16Meituan, Annual General Meeting, Jun 09, 2025Meituan, Annual General Meeting, Jun 09, 2025, at 14:00 China Standard Time. Location: meituan exhibition center, block a, hengjiweiye building, no. 4 wang jing east road, chaoyang district, beijing., Chinaお知らせ • May 14Meituan to Report Q1, 2025 Results on May 26, 2025Meituan announced that they will report Q1, 2025 results on May 26, 2025お知らせ • Mar 11Meituan to Report Fiscal Year 2024 Results on Mar 21, 2025Meituan announced that they will report fiscal year 2024 results on Mar 21, 2025お知らせ • Feb 28KKR, Fountainvest and PAG Reportedly Among Those Eyeing Starbucks China StakeKKR & Co (KKR.N), Fountainvest Partners and PAG are among buyout firms interested in acquiring a stake in Starbucks Corporation (NasdaqGS:SBUX) China business (Starbucks (China) Company Limited), four sources said, as the U.S. coffee chain looks to revive flagging sales in its second-largest market. Chinese companies, including state-owned conglomerate China Resources (Holdings) Co., Ltd. and food delivery giant Meituan (SEHK:3690), have also been approached as potential buyers, said one of the sources with knowledge of the matter. Starbucks' Executive Vice President and Chief Financial Officer, Rachel Ruggeri, is expected to be among senior company executives visiting China in the coming weeks to hold sale talks, said two of the four sources. All the sources spoke on condition of anonymity as the information is not public yet. The talks come as Starbucks CEO Brian Niccol, who took the top job at the coffee chain in August, faces the daunting task of steering the company back to growth amid falling demand in the U.S. and China as well as a decline in its share price. Starbucks said on February 24, 2025 it would eliminate 1,100 corporate roles as Niccol's "Back to Starbucks" plan focuses on streamlining business through job cuts and by improving customer experience at its U.S. stores. The size of the stake to be sold in Starbucks' China business has not been determined and would be subject to negotiations, the sources said. The names of the interested bidders have not been previously reported. The Seattle-based company would likely prefer a franchisee deal with a strategic partner as part of a stake sale plan, said two of the sources. In a franchisee deal, Starbucks China would be valued at more than $1 billion, they added. A Starbucks spokesperson declined to confirm the content of the story and referred Reuters request for comment to Niccol's remarks on China at the earnings call in January, after his first market visit to China. Niccol said at the time that he saw several near-term changes Starbucks could make to strengthen its business while continuing to explore strategic partnerships to grow in China. KKR, PAG and China Resources declined to comment, while Fountainvest and Meituan did not respond. Starbucks is aiming to reach a deal for its China business by the end of this year, although the structure of the potential transaction has not been finalised and is subject to changes, two of the sources said. In China, the chain is dealing with sluggish economic growth and stiff competition from local brands such as Luckin Coffee, which has gained market share with cheaper products and wider coverage in lower-tier cities. Starbucks has been in informal talks with several private equity firms and companies since the second half of 2024 about strategic options for its business in China, home to more than a fifth of all Starbucks stores, the sources said.お知らせ • Nov 19Meituan to Report Q3, 2024 Results on Nov 29, 2024Meituan announced that they will report Q3, 2024 results on Nov 29, 2024最新情報をもっと見るRecent updatesお知らせ • Jun 25Naspers May Sell Part of Its 4% Stake in MeituanNaspers Limited (JSE:NPN) is prepared to sell down its ZAR 71 billion stake in the world's largest food delivery company following moves by China's Meituan (SEHK:3690) to enter Brazil, a market in which the JSE-listed group is already dominant. In May, Chinese technology and delivery giant Meituan said it was preparing to launch its food delivery service, Keeta, in Brazil. The company plans to invest $1 billion (ZAR 17.78 billion) over the next five years to establish and expand its operations in the country. This expansion marks Meituan's entry into the South American market. For Naspers, which holds a stake in Meituan of about 4%, the move presents a conundrum as it already operates one of the largest food delivery businesses in the region, iFood. Meituan's entry would see two of its associated companies directly competing in Brazil. During an investor call late on Monday, Naspers and Prosus CEO Fabricio Bloisi said the group may sell part of the stake in Meituan, using the funds to invest in its own e-commerce businesses. The former iFood CEO is bearish about the Chinese company's ability to crack the Latin America market, saying there is a high chance of failure. "Our strategy is to invest more in companies that reinforce our ecosystem and we are going to keep doing that aggressively. I think Meituan has less probability of winning internationally," said Bloisi. "They are going to face some tough competition. As a Meituan shareholder I am disappointed because their risk of failing increases. Therefore, we might sell part of the Meituan shares, [to invest] in other areas with more connection to our existing ecosystems." Such a move is likely to unlock a big cash pile for Naspers, whose Meituan stake is valued about $4 billion (ZAR 71.1 billion). Naspers acquired this stake in 2022 after Chinese internet giant Tencent decided to distribute its 17% stake in Meituan to shareholders. "If we say let's invest more in some businesses in Latin America that we believe will reinforce our ecosystem, we could sell part of [our] Meituan shares, or everything that we think is reasonable, to invest more to reinforce our ecosystem," Bloisi said. "And we are going to do that, looking to our shareholders. If we have opportunities to grow faster and better than Meituan in some of our ecosystems, we will do it." For Meituan, this move is part a broader global expansion strategy, following its previous expansions into Hong Kong and the Middle East.お知らせ • May 16Meituan, Annual General Meeting, Jun 09, 2025Meituan, Annual General Meeting, Jun 09, 2025, at 14:00 China Standard Time. Location: meituan exhibition center, block a, hengjiweiye building, no. 4 wang jing east road, chaoyang district, beijing., Chinaお知らせ • May 14Meituan to Report Q1, 2025 Results on May 26, 2025Meituan announced that they will report Q1, 2025 results on May 26, 2025お知らせ • Mar 11Meituan to Report Fiscal Year 2024 Results on Mar 21, 2025Meituan announced that they will report fiscal year 2024 results on Mar 21, 2025お知らせ • Feb 28KKR, Fountainvest and PAG Reportedly Among Those Eyeing Starbucks China StakeKKR & Co (KKR.N), Fountainvest Partners and PAG are among buyout firms interested in acquiring a stake in Starbucks Corporation (NasdaqGS:SBUX) China business (Starbucks (China) Company Limited), four sources said, as the U.S. coffee chain looks to revive flagging sales in its second-largest market. Chinese companies, including state-owned conglomerate China Resources (Holdings) Co., Ltd. and food delivery giant Meituan (SEHK:3690), have also been approached as potential buyers, said one of the sources with knowledge of the matter. Starbucks' Executive Vice President and Chief Financial Officer, Rachel Ruggeri, is expected to be among senior company executives visiting China in the coming weeks to hold sale talks, said two of the four sources. All the sources spoke on condition of anonymity as the information is not public yet. The talks come as Starbucks CEO Brian Niccol, who took the top job at the coffee chain in August, faces the daunting task of steering the company back to growth amid falling demand in the U.S. and China as well as a decline in its share price. Starbucks said on February 24, 2025 it would eliminate 1,100 corporate roles as Niccol's "Back to Starbucks" plan focuses on streamlining business through job cuts and by improving customer experience at its U.S. stores. The size of the stake to be sold in Starbucks' China business has not been determined and would be subject to negotiations, the sources said. The names of the interested bidders have not been previously reported. The Seattle-based company would likely prefer a franchisee deal with a strategic partner as part of a stake sale plan, said two of the sources. In a franchisee deal, Starbucks China would be valued at more than $1 billion, they added. A Starbucks spokesperson declined to confirm the content of the story and referred Reuters request for comment to Niccol's remarks on China at the earnings call in January, after his first market visit to China. Niccol said at the time that he saw several near-term changes Starbucks could make to strengthen its business while continuing to explore strategic partnerships to grow in China. KKR, PAG and China Resources declined to comment, while Fountainvest and Meituan did not respond. Starbucks is aiming to reach a deal for its China business by the end of this year, although the structure of the potential transaction has not been finalised and is subject to changes, two of the sources said. In China, the chain is dealing with sluggish economic growth and stiff competition from local brands such as Luckin Coffee, which has gained market share with cheaper products and wider coverage in lower-tier cities. Starbucks has been in informal talks with several private equity firms and companies since the second half of 2024 about strategic options for its business in China, home to more than a fifth of all Starbucks stores, the sources said.お知らせ • Nov 19Meituan to Report Q3, 2024 Results on Nov 29, 2024Meituan announced that they will report Q3, 2024 results on Nov 29, 2024お知らせ • Aug 29Meituan (SEHK:3690) announces an Equity Buyback.Meituan (SEHK:3690) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its Class B ordinary shares.お知らせ • Aug 15Meituan to Report First Half, 2024 Results on Aug 28, 2024Meituan announced that they will report first half, 2024 results on Aug 28, 2024お知らせ • May 25Meituan to Report Q1, 2024 Results on Jun 06, 2024Meituan announced that they will report Q1, 2024 results After-Market on Jun 06, 2024お知らせ • Mar 22Meituan Appoints Marjorie Mun Tak Yang as Member of the Audit CommitteeMeituan announced that, Ms. Marjorie Mun Tak Yang (Ms. Yang), an independent non-executive director of the company, has been appointed as a member of the audit committee of the company (the audit committee), with effect from March 22, 2024.お知らせ • Mar 13Meituan to Report Q4, 2023 Results on Mar 22, 2024Meituan announced that they will report Q4, 2023 results After-Market on Mar 22, 2024お知らせ • Nov 17Meituan to Report Q3, 2023 Results on Nov 28, 2023Meituan announced that they will report Q3, 2023 results After-Market on Nov 28, 2023お知らせ • Aug 12Meituan to Report First Half, 2023 Results on Aug 24, 2023Meituan announced that they will report first half, 2023 results on Aug 24, 2023株主還元9MD1DE HospitalityDE 市場7D-5.0%9.3%0.6%1Y3.1%19.0%0.2%株主還元を見る業界別リターン: 9MD1過去 1 年間で19 % の収益を上げたGerman Hospitality業界を下回りました。リターン対市場: 9MD1は、過去 1 年間で0.2 % のリターンを上げたGerman市場を下回りました。価格変動Is 9MD1's price volatile compared to industry and market?9MD1 volatility9MD1 Average Weekly Movement7.9%Hospitality Industry Average Movement6.7%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: 9MD1 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 9MD1の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2003114,731Xing Wangwww.meituan.com中国、香港、マカオ、台湾、および海外でテクノロジー主導の小売事業を展開。コア・ローカル・コマース・セグメ ントとニュー・イニシアティブ・セグメ ントを通じて事業を展開している。同社は食品宅配サービスを提供し、消費者は多数の店舗内カテゴリーで加盟店が提供する地元消費者向けサービスを購入したり、ホテルやアトラクション、交通機関のチケット予約をしたりすることができる。また、B2B食品流通サービスやMeituan groceryの商品販売、Meituan Select、自転車シェアリング、原付シェアリング、パワーバンク、マイクロクレジットサービスなど様々な事業を展開している。また、クラウド・コンピューティング・サービス、加盟店情報技術およびアドバイザリー・サービス、オンライン・マーケティング・サービス、eコマース・サービス・プラットフォームの運営も行っている。同社は以前は「美団天平」として知られていたが、2020年10月に「美団」に社名を変更した。Meituanは2003年に設立され、中国の北京に本社を置いている。もっと見るMeituan 基礎のまとめMeituan の収益と売上を時価総額と比較するとどうか。9MD1 基礎統計学時価総額€82.73b収益（TTM）€4.80b売上高(TTM)€41.58b17.2xPER（株価収益率2.0xP/Sレシオ9MD1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計9MD1 損益計算書（TTM）収益CN¥350.87b売上原価CN¥214.37b売上総利益CN¥136.50bその他の費用CN¥96.01b収益CN¥40.50b直近の収益報告Mar 31, 2025次回決算日該当なし一株当たり利益（EPS）6.63グロス・マージン38.90%純利益率11.54%有利子負債／自己資本比率30.4%9MD1 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/06/30 23:54終値2025/06/30 00:00収益2025/03/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Meituan 43 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。61 アナリスト機関Sau Shing ChowABCI Securities Company LimitedZixiao YangArete Research Services LLPJiong ShaoBarclays58 その他のアナリストを表示
お知らせ • Jun 25Naspers May Sell Part of Its 4% Stake in MeituanNaspers Limited (JSE:NPN) is prepared to sell down its ZAR 71 billion stake in the world's largest food delivery company following moves by China's Meituan (SEHK:3690) to enter Brazil, a market in which the JSE-listed group is already dominant. In May, Chinese technology and delivery giant Meituan said it was preparing to launch its food delivery service, Keeta, in Brazil. The company plans to invest $1 billion (ZAR 17.78 billion) over the next five years to establish and expand its operations in the country. This expansion marks Meituan's entry into the South American market. For Naspers, which holds a stake in Meituan of about 4%, the move presents a conundrum as it already operates one of the largest food delivery businesses in the region, iFood. Meituan's entry would see two of its associated companies directly competing in Brazil. During an investor call late on Monday, Naspers and Prosus CEO Fabricio Bloisi said the group may sell part of the stake in Meituan, using the funds to invest in its own e-commerce businesses. The former iFood CEO is bearish about the Chinese company's ability to crack the Latin America market, saying there is a high chance of failure. "Our strategy is to invest more in companies that reinforce our ecosystem and we are going to keep doing that aggressively. I think Meituan has less probability of winning internationally," said Bloisi. "They are going to face some tough competition. As a Meituan shareholder I am disappointed because their risk of failing increases. Therefore, we might sell part of the Meituan shares, [to invest] in other areas with more connection to our existing ecosystems." Such a move is likely to unlock a big cash pile for Naspers, whose Meituan stake is valued about $4 billion (ZAR 71.1 billion). Naspers acquired this stake in 2022 after Chinese internet giant Tencent decided to distribute its 17% stake in Meituan to shareholders. "If we say let's invest more in some businesses in Latin America that we believe will reinforce our ecosystem, we could sell part of [our] Meituan shares, or everything that we think is reasonable, to invest more to reinforce our ecosystem," Bloisi said. "And we are going to do that, looking to our shareholders. If we have opportunities to grow faster and better than Meituan in some of our ecosystems, we will do it." For Meituan, this move is part a broader global expansion strategy, following its previous expansions into Hong Kong and the Middle East.
お知らせ • May 16Meituan, Annual General Meeting, Jun 09, 2025Meituan, Annual General Meeting, Jun 09, 2025, at 14:00 China Standard Time. Location: meituan exhibition center, block a, hengjiweiye building, no. 4 wang jing east road, chaoyang district, beijing., China
お知らせ • May 14Meituan to Report Q1, 2025 Results on May 26, 2025Meituan announced that they will report Q1, 2025 results on May 26, 2025
お知らせ • Mar 11Meituan to Report Fiscal Year 2024 Results on Mar 21, 2025Meituan announced that they will report fiscal year 2024 results on Mar 21, 2025
お知らせ • Feb 28KKR, Fountainvest and PAG Reportedly Among Those Eyeing Starbucks China StakeKKR & Co (KKR.N), Fountainvest Partners and PAG are among buyout firms interested in acquiring a stake in Starbucks Corporation (NasdaqGS:SBUX) China business (Starbucks (China) Company Limited), four sources said, as the U.S. coffee chain looks to revive flagging sales in its second-largest market. Chinese companies, including state-owned conglomerate China Resources (Holdings) Co., Ltd. and food delivery giant Meituan (SEHK:3690), have also been approached as potential buyers, said one of the sources with knowledge of the matter. Starbucks' Executive Vice President and Chief Financial Officer, Rachel Ruggeri, is expected to be among senior company executives visiting China in the coming weeks to hold sale talks, said two of the four sources. All the sources spoke on condition of anonymity as the information is not public yet. The talks come as Starbucks CEO Brian Niccol, who took the top job at the coffee chain in August, faces the daunting task of steering the company back to growth amid falling demand in the U.S. and China as well as a decline in its share price. Starbucks said on February 24, 2025 it would eliminate 1,100 corporate roles as Niccol's "Back to Starbucks" plan focuses on streamlining business through job cuts and by improving customer experience at its U.S. stores. The size of the stake to be sold in Starbucks' China business has not been determined and would be subject to negotiations, the sources said. The names of the interested bidders have not been previously reported. The Seattle-based company would likely prefer a franchisee deal with a strategic partner as part of a stake sale plan, said two of the sources. In a franchisee deal, Starbucks China would be valued at more than $1 billion, they added. A Starbucks spokesperson declined to confirm the content of the story and referred Reuters request for comment to Niccol's remarks on China at the earnings call in January, after his first market visit to China. Niccol said at the time that he saw several near-term changes Starbucks could make to strengthen its business while continuing to explore strategic partnerships to grow in China. KKR, PAG and China Resources declined to comment, while Fountainvest and Meituan did not respond. Starbucks is aiming to reach a deal for its China business by the end of this year, although the structure of the potential transaction has not been finalised and is subject to changes, two of the sources said. In China, the chain is dealing with sluggish economic growth and stiff competition from local brands such as Luckin Coffee, which has gained market share with cheaper products and wider coverage in lower-tier cities. Starbucks has been in informal talks with several private equity firms and companies since the second half of 2024 about strategic options for its business in China, home to more than a fifth of all Starbucks stores, the sources said.
お知らせ • Nov 19Meituan to Report Q3, 2024 Results on Nov 29, 2024Meituan announced that they will report Q3, 2024 results on Nov 29, 2024
お知らせ • Jun 25Naspers May Sell Part of Its 4% Stake in MeituanNaspers Limited (JSE:NPN) is prepared to sell down its ZAR 71 billion stake in the world's largest food delivery company following moves by China's Meituan (SEHK:3690) to enter Brazil, a market in which the JSE-listed group is already dominant. In May, Chinese technology and delivery giant Meituan said it was preparing to launch its food delivery service, Keeta, in Brazil. The company plans to invest $1 billion (ZAR 17.78 billion) over the next five years to establish and expand its operations in the country. This expansion marks Meituan's entry into the South American market. For Naspers, which holds a stake in Meituan of about 4%, the move presents a conundrum as it already operates one of the largest food delivery businesses in the region, iFood. Meituan's entry would see two of its associated companies directly competing in Brazil. During an investor call late on Monday, Naspers and Prosus CEO Fabricio Bloisi said the group may sell part of the stake in Meituan, using the funds to invest in its own e-commerce businesses. The former iFood CEO is bearish about the Chinese company's ability to crack the Latin America market, saying there is a high chance of failure. "Our strategy is to invest more in companies that reinforce our ecosystem and we are going to keep doing that aggressively. I think Meituan has less probability of winning internationally," said Bloisi. "They are going to face some tough competition. As a Meituan shareholder I am disappointed because their risk of failing increases. Therefore, we might sell part of the Meituan shares, [to invest] in other areas with more connection to our existing ecosystems." Such a move is likely to unlock a big cash pile for Naspers, whose Meituan stake is valued about $4 billion (ZAR 71.1 billion). Naspers acquired this stake in 2022 after Chinese internet giant Tencent decided to distribute its 17% stake in Meituan to shareholders. "If we say let's invest more in some businesses in Latin America that we believe will reinforce our ecosystem, we could sell part of [our] Meituan shares, or everything that we think is reasonable, to invest more to reinforce our ecosystem," Bloisi said. "And we are going to do that, looking to our shareholders. If we have opportunities to grow faster and better than Meituan in some of our ecosystems, we will do it." For Meituan, this move is part a broader global expansion strategy, following its previous expansions into Hong Kong and the Middle East.
お知らせ • May 16Meituan, Annual General Meeting, Jun 09, 2025Meituan, Annual General Meeting, Jun 09, 2025, at 14:00 China Standard Time. Location: meituan exhibition center, block a, hengjiweiye building, no. 4 wang jing east road, chaoyang district, beijing., China
お知らせ • May 14Meituan to Report Q1, 2025 Results on May 26, 2025Meituan announced that they will report Q1, 2025 results on May 26, 2025
お知らせ • Mar 11Meituan to Report Fiscal Year 2024 Results on Mar 21, 2025Meituan announced that they will report fiscal year 2024 results on Mar 21, 2025
お知らせ • Feb 28KKR, Fountainvest and PAG Reportedly Among Those Eyeing Starbucks China StakeKKR & Co (KKR.N), Fountainvest Partners and PAG are among buyout firms interested in acquiring a stake in Starbucks Corporation (NasdaqGS:SBUX) China business (Starbucks (China) Company Limited), four sources said, as the U.S. coffee chain looks to revive flagging sales in its second-largest market. Chinese companies, including state-owned conglomerate China Resources (Holdings) Co., Ltd. and food delivery giant Meituan (SEHK:3690), have also been approached as potential buyers, said one of the sources with knowledge of the matter. Starbucks' Executive Vice President and Chief Financial Officer, Rachel Ruggeri, is expected to be among senior company executives visiting China in the coming weeks to hold sale talks, said two of the four sources. All the sources spoke on condition of anonymity as the information is not public yet. The talks come as Starbucks CEO Brian Niccol, who took the top job at the coffee chain in August, faces the daunting task of steering the company back to growth amid falling demand in the U.S. and China as well as a decline in its share price. Starbucks said on February 24, 2025 it would eliminate 1,100 corporate roles as Niccol's "Back to Starbucks" plan focuses on streamlining business through job cuts and by improving customer experience at its U.S. stores. The size of the stake to be sold in Starbucks' China business has not been determined and would be subject to negotiations, the sources said. The names of the interested bidders have not been previously reported. The Seattle-based company would likely prefer a franchisee deal with a strategic partner as part of a stake sale plan, said two of the sources. In a franchisee deal, Starbucks China would be valued at more than $1 billion, they added. A Starbucks spokesperson declined to confirm the content of the story and referred Reuters request for comment to Niccol's remarks on China at the earnings call in January, after his first market visit to China. Niccol said at the time that he saw several near-term changes Starbucks could make to strengthen its business while continuing to explore strategic partnerships to grow in China. KKR, PAG and China Resources declined to comment, while Fountainvest and Meituan did not respond. Starbucks is aiming to reach a deal for its China business by the end of this year, although the structure of the potential transaction has not been finalised and is subject to changes, two of the sources said. In China, the chain is dealing with sluggish economic growth and stiff competition from local brands such as Luckin Coffee, which has gained market share with cheaper products and wider coverage in lower-tier cities. Starbucks has been in informal talks with several private equity firms and companies since the second half of 2024 about strategic options for its business in China, home to more than a fifth of all Starbucks stores, the sources said.
お知らせ • Nov 19Meituan to Report Q3, 2024 Results on Nov 29, 2024Meituan announced that they will report Q3, 2024 results on Nov 29, 2024
お知らせ • Aug 29Meituan (SEHK:3690) announces an Equity Buyback.Meituan (SEHK:3690) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its Class B ordinary shares.
お知らせ • Aug 15Meituan to Report First Half, 2024 Results on Aug 28, 2024Meituan announced that they will report first half, 2024 results on Aug 28, 2024
お知らせ • May 25Meituan to Report Q1, 2024 Results on Jun 06, 2024Meituan announced that they will report Q1, 2024 results After-Market on Jun 06, 2024
お知らせ • Mar 22Meituan Appoints Marjorie Mun Tak Yang as Member of the Audit CommitteeMeituan announced that, Ms. Marjorie Mun Tak Yang (Ms. Yang), an independent non-executive director of the company, has been appointed as a member of the audit committee of the company (the audit committee), with effect from March 22, 2024.
お知らせ • Mar 13Meituan to Report Q4, 2023 Results on Mar 22, 2024Meituan announced that they will report Q4, 2023 results After-Market on Mar 22, 2024
お知らせ • Nov 17Meituan to Report Q3, 2023 Results on Nov 28, 2023Meituan announced that they will report Q3, 2023 results After-Market on Nov 28, 2023
お知らせ • Aug 12Meituan to Report First Half, 2023 Results on Aug 24, 2023Meituan announced that they will report first half, 2023 results on Aug 24, 2023
