koolgal
08-31
🌟🌟🌟Meituan vs Alibaba : Dumplings, Chips & a Comeback Twist. 2025's instant commerce war is no quiet noodle fight.  Meituan, the scooter slinging local champ, stunned with a 63% profit jump in Q1 but Q2 brought margin erosion, ballooning logistics costs & a 12% stock drop.  Overseas bets (Keeta in Saudi Arabia & Brazil) adds spice but also cash burn.

Then came Alibaba's plot twist : a stellar Q2, 12% stock surge & a surprise AI Chip launch.  Taobao Instant Commerce hit 80 million daily orders, backed by RMB 50 billion in subsidies.

Alibaba now looks like it is rewriting the play book.

So who wins?

Meituan is the quiet compounding bao.  Alibaba is the phoenix with silicon wings.  Analysts are torn, regulators are watching and investors are recalibrating.

I am reminded that resilience isn't loud and reinvention isn't cheap.  But both parties Meituan and Alibaba make for one big dumpling duel.

@Tiger_Earnings @TigerStars @TigerClub @Tiger_SG @CaptainTiger

Follow $BABA Trend or Bet on an Meituan's Underdog Comeback?
This Wednesday, $MEITUAN-W(03690)$ released its latest earnings report. Profit pressure led to a sharp plunge in its stock price. Just one day later, $Alibaba(BABA)$ reported earnings and jumped 12%. At the earnings call, Meituan CEO Wang Xing said: β€œIn a big competition, being the underdog is the most exciting position to be in. That’s why this is so thrilling.” Will you bet on the underdog or ride the surge? Why underdog? The popular one may have fewer upside potential. Risk-reward ratio may be low. Why the major trend? At least you won’t lose money on Nvidia.
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

  • quiettt
    09-01
    quiettt
    Wow, what a thrilling comparison! 🍜πŸ”₯
    • koolgal:Β 
      All the best πŸ€πŸ€πŸ€
    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Appreciate your positive feedback. πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      I enjoyed myself when I wrote this post.
    • koolgal:Β 
      Thanks 😍😍😍
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