Meituan Option Bets Hit Peak as Traders Await Price War Update

Bloomberg08-27

Option bets on Meituan have surged to levels never seen before as investors position ahead of its earnings report later Wednesday.The number of contracts outstanding on the Chinese food-delivery giant...

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The stock has fallen the most among Hang Seng Tech Index members this year as the company increasingly burned cash to defend its market share.Investors are waiting for Meituan’s quarterly release to gauge the impact of its price war against peers including Alibaba Group Holding Ltd. and JD.com Inc., with analysts tracked by Bloomberg estimating Meituan’s profit fell more than 30%. Earlier this month, JD.com reported that earnings halved and its margin narrowed while revenue grew faster than projected.“Competition and investment intensity in China’s food-delivery market seems more severe than we initially thought,” JPMorgan Chase & Co. analysts including Alex Yao wrote in a note after JD.com’s results.Management commentary on Meituan’s competition strategy and data about its profit share in the industry will be key, they said, adding that they expect earnings cuts after the results with “mild negative stock price reaction to the print.”While the cost of hedging Meituan shares using options has remained stable, there were more than 914,000 bearish contracts outstanding at the last close against about 639,000 bullish calls. The market is implying a move of 4.7% following the results, compared with an average gain or drop of 5.3% after the last eight quarterly releases.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1142517742","isCrawlerRequest":true}