Now is an attractive entry poi

Now is an attractive entry point for long-term investors.

Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure.

Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery.

While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.

Alibaba: A Hold Till $150 or Take Profit After Super Boost?

Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise: the company has developed a new AI chip to fill the gap left by Nvidia in the Chinese market. The stock jumps 10%! FCF recorded a net outflow of RMB 18.815 billion, mainly reflecting increased spending on cloud infrastructure and investment in “Taobao Flash Sales.” ----------- Can AI become Alibaba’s next growth driver? Do you have confidence in Alibaba’s performance following this earnings report?

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.

Comments

Astrid Stephen
09-03
Astrid Stephen
Short - term pain, long - term gain. Attractive entry indeed.
Athena Spenser
09-03
Athena Spenser
Competition builds moat. Meituan's future looks bright! Buy now!
Porter Harry
09-02
Porter Harry
Wait for the dip, and buy buy buy.
DIAMOND009
09-02
DIAMOND009
Great analysis

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":473875685819064,"tweetId":"473875685819064","gmtCreate":1756728089208,"gmtModify":1756783738256,"author":{"id":4176441021976392,"idStr":"4176441021976392","authorId":4176441021976392,"authorIdStr":"4176441021976392","name":"vc888","avatar":"https://community-static.tradeup.com/news/c4cf7fefd0d4b0d4bc4081fe0326fd5e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[{"themeId":"58a417302b2f4b39a124f7b466c9840d","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Alibaba: A Hold Till $150 or Take Profit After Super Boost?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":58a417302b2f4b39a124f7b466c9840d}&rnconfig={\"headerBarHidden\": true}","description":"Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise: the company has developed a new AI chip to fill the gap left by Nvidia in the Chinese market. The stock jumps 10%!\nFCF recorded a net outflow of RMB 18.815 billion, mainly reflecting increased spending on cloud infrastructure and investment in “Taobao Flash Sales.”\n-----------\nCan AI become Alibaba’s next growth driver? Do you have confidence in Alibaba’s performance following this earnings report?\n","image":"https://community-static.tradeup.com/news/8ec9a4c6e97810e2a10e5d6974d24c59"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Now is an attractive entry point for long-term investors.\nEscalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure.\nEmerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery.\nWhile margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.</body></html>","htmlText":"<html><head></head><body>Now is an attractive entry point for long-term investors.\nEscalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure.\nEmerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery.\nWhile margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.</body></html>","text":"Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure. Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery. While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.","highlighted":1,"essential":1,"paper":1,"likeSize":46,"commentSize":4,"repostSize":22,"favoriteSize":0,"link":"https://ttm.financial/post/473875685819064","repostId":0,"isVote":1,"tweetType":1,"viewCount":2416,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["03690"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":463,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":474357461913792,"commentId":"474357461913792","gmtCreate":1756831951476,"gmtModify":1756831956033,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011024","authorId":10000000000011024,"name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":473875685819064,"objectIdStr":"473875685819064","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Short - term pain, long - term gain. Attractive entry indeed.","text":"Short - term pain, long - term gain. Attractive entry indeed.","html":"Short - term pain, long - term gain. Attractive entry indeed.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":474397565378688,"commentId":"474397565378688","gmtCreate":1756831936027,"gmtModify":1756832369327,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011023","authorId":10000000000011024,"name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":473875685819064,"objectIdStr":"473875685819064","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Competition builds moat. Meituan's future looks bright! Buy now!","text":"Competition builds moat. Meituan's future looks bright! Buy now!","html":"Competition builds moat. Meituan's future looks bright! Buy now!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":474160126341312,"commentId":"474160126341312","gmtCreate":1756783773845,"gmtModify":1756783778931,"authorId":10000000000010956,"author":{"id":10000000000010956,"idStr":"10000000000010955","authorId":10000000000010956,"name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":473875685819064,"objectIdStr":"473875685819064","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Wait for the dip, and buy buy buy.","text":"Wait for the dip, and buy buy buy.","html":"Wait for the dip, and buy buy buy.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":474106256122560,"commentId":"474106256122560","gmtCreate":1756784291284,"gmtModify":1756807766936,"authorId":3479274771474525,"author":{"id":3479274771474525,"idStr":"3479274771474525","authorId":3479274771474525,"name":"DIAMOND009","avatar":"https://static.tigerbbs.com/69a18ba0ea278b1e269b1fbd81a27a12","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":473875685819064,"objectIdStr":"473875685819064","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great analysis","text":"Great analysis","html":"Great analysis","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/473875685819064"}