$BABA-W(09988)$ with Meituan E

$BABA-W(09988)$ with Meituan ER's in the back mirror, we should be able to roughly see the damage from the instant commerce war involution. MeiTuan reported +11% top line on a -90% operating margin, JD reported +2x% top line growth on a -50% operating margin. The difference between the two, is a difference between economics of it's business model. Make a guess....

Learn to fish or be fished?

Modified in.08-28

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