Movement Alert｜Meituan-W Rises 3.07% in Regular Trading, Morgan Stanley Maintains Overweight Rating as Q1 Loss Narrowing Expected

Market Focus05-29 11:46

On May 29, Meituan-W rose 3.07% in regular trading, trading at 75.5 HKD/share, with trading volume of 2.213 billion HKD. The rebound follows consecutive sessions of heavy selling that pushed the stock to a 52-week low.

On the news front, Morgan Stanley maintained its Overweight rating on Meituan with a target price of 120 HKD unchanged, citing a clear profitability roadmap. The bank forecasts food delivery unit economics to turn positive starting next year, while in-store, hotel and travel business operating margins are expected to gradually recover from 25% to 30%. Morgan Stanley estimates Q1 core local commerce operating loss at 4.3 billion RMB, with breakeven anticipated in Q2. The bank noted that after Alibaba committed to significantly narrowing instant retail losses, Meituan's path to profitability has become notably clearer.

Additionally, market consensus expects Meituan's Q1 net loss to narrow approximately 50% quarter-over-quarter ahead of its June 1 earnings release. Some funds are positioning ahead of results, betting on an oversold rebound given Meituan's competitive moats in instant retail and autonomous delivery.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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