43: Alibaba has a Meituan problem. Can they solve it with $11 billion?
In this episode, the guys discuss Alibaba’s blockbuster listing in Hong Kong, and why this could impact the future of Meituan-Dianping, who posted their second-straight profitable quarter. James and Elliott also dig into what has made Meituan so special in 2019, and look into Xiaomi’s Q3 earnings as well.
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Show Notes
In this episode, the guys discuss Alibaba’s blockbuster listing in Hong Kong, and why this could impact the future of Meituan-Dianping, who posted their second-straight profitable quarter. James and Elliott also dig into what has made Meituan so special in 2019, and look into Xiaomi’s Q3 earnings as well.
Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Get the PDF of the China Consumer Index.
Watchlist:
- Tencent
- Alibaba
- Baidu
- iQiyi
- Xiaomi
- JD
- Pinduoduo
- Meituan-Dianping
Hosts:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music