Meituan Dianping (Seite 9)
eröffnet am 10.11.18 11:02:50 von
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ISIN: KYG596691041 · WKN: A2N5NR · Symbol: 9MD
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Letzter Kurs 17:00:50 Tradegate
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Antwort auf Beitrag Nr.: 62.646.436 von abgemeldet-676286 am 11.02.20 15:32:39
Doch wer ein ganzes Krankenhaus mit Personal in 10 Tagen aufbauen kann, der hat gewisse Vorteile gegenüber einem land, das ca. 10 Jahre für einen Flughafen braucht oder die Energiewende nicht hin bekommt.
Es ist traurig, was aus unserem land geworden ist.
Naja, auch China hat seine (kleinen) Probleme
Zitat von NewsTrader2019: Warum soll deine Annahme falsch sein 🤔
Doch wer ein ganzes Krankenhaus mit Personal in 10 Tagen aufbauen kann, der hat gewisse Vorteile gegenüber einem land, das ca. 10 Jahre für einen Flughafen braucht oder die Energiewende nicht hin bekommt.
Es ist traurig, was aus unserem land geworden ist.
Antwort auf Beitrag Nr.: 62.634.385 von Pebbles am 10.02.20 15:06:46Und hier im konkreten Fall zu diesem Unternehmen stehen die Chancen besonders gut. Denn wenn man nicht raus darf, was macht man? Genau man schaut was es so für Online Angebote gibt 😉 Meituan ist schließlich eine Plattform für Schnäppchen
Antwort auf Beitrag Nr.: 62.634.385 von Pebbles am 10.02.20 15:06:46Warum soll deine Annahme falsch sein 🤔
Bin heute mal mit einer kleinen Position eingestiegen
Zwar ist das KGV bei 100, aber die Umsätze steigen seit der Existenz des jährlich teil um 50 - 100 %.Kann falsch sein, aber ich sehe die Zukunft von Chinas Firmen weit positiver als diejenigen der deutschen Firmen die neben dem Kampf mit den Konkurrenten auch noch von der Politik laufend Steine vor die Füsse geworfen bekommt und unzureichender Infrastruktur (Strom, Netz, Straßen, Schulen, Bildung, Unis, Wohnungsbau, Vorschriften, Vorschriften, Gesetzte, Gesetze, Sozialkosten etc. etc.)zu kämpfen haben.
Trading Spotlight
hab gestern einen Teil verkauft (gewinnmitnahme, YTD mehr als verdoppelt);
auch deswegen https://qz.com/1751423/alibaba-13-billion-hong-kong-listing-…
auch deswegen https://qz.com/1751423/alibaba-13-billion-hong-kong-listing-…
scheint ganz gut zu laufen:
In the three months ended June 30, 2019:
• Total revenues increased by 50.6% year-over-year to RMB22.7 billion from RMB15.1
billion in the same period of 2018 and increased by 18.4% quarter-over-quarter from
RMB19.2 billion in the three months ended March 31, 2019, benefiting from strong revenue
growth across all major business segments.
• Total gross profit increased by 179.5% year-over-year to RMB7.9 billion from RMB2.8
billion in the same period of 2018 and increased by 56.6% quarter-over-quarter from RMB5.1
billion in the three months ended March 31, 2019, resulting from growth in our business
scale, continuous improvement of our gross margin in food delivery, and narrowing losses in
our new businesses.
• Selling and marketing expenses as a percentage of total revenues decreased to 18.3% from
25.7% in the same period of 2018 and 19.3% in the three months ended March 31, 2019, as
we further enhanced operating leverage across all of our business segments and optimized
branding and marketing spending.
• Adjusted EBITDA and adjusted net profit were RMB2.3 billion and RMB1.5 billion,
respectively. Following a positive adjusted EBITDA in the three months ended March 31,
2019, we achieved both positive adjusted net profit on a consolidated basis and positive
adjusted operating profit in the food delivery segment in the three months ended June
30, 2019, attributable to our ongoing efforts to improve the operating margin of our core
businesses, narrower operating losses in our new initiatives and seasonality.
In the three months ended June 30, 2019:
• Total revenues increased by 50.6% year-over-year to RMB22.7 billion from RMB15.1
billion in the same period of 2018 and increased by 18.4% quarter-over-quarter from
RMB19.2 billion in the three months ended March 31, 2019, benefiting from strong revenue
growth across all major business segments.
• Total gross profit increased by 179.5% year-over-year to RMB7.9 billion from RMB2.8
billion in the same period of 2018 and increased by 56.6% quarter-over-quarter from RMB5.1
billion in the three months ended March 31, 2019, resulting from growth in our business
scale, continuous improvement of our gross margin in food delivery, and narrowing losses in
our new businesses.
• Selling and marketing expenses as a percentage of total revenues decreased to 18.3% from
25.7% in the same period of 2018 and 19.3% in the three months ended March 31, 2019, as
we further enhanced operating leverage across all of our business segments and optimized
branding and marketing spending.
• Adjusted EBITDA and adjusted net profit were RMB2.3 billion and RMB1.5 billion,
respectively. Following a positive adjusted EBITDA in the three months ended March 31,
2019, we achieved both positive adjusted net profit on a consolidated basis and positive
adjusted operating profit in the food delivery segment in the three months ended June
30, 2019, attributable to our ongoing efforts to improve the operating margin of our core
businesses, narrower operating losses in our new initiatives and seasonality.
ein ganz interessanter Hintergrund:
https://www.bloomberg.com/features/2019-meituan-china-delive…
die dimensionen sind einfach nur grass....
An average driver makes 25 deliveries a day, up from 17 three years ago; that’s about 20 million daily deliveries across the network. For comparison, Grubhub Inc., the U.S. leader and owner of Seamless, delivers fewer than 500,000 meals a day. Meituan’s scale dwarfs that of India's dabbawalas, who deliver some 80 million pail lunches a year.
https://www.bloomberg.com/features/2019-meituan-china-delive…
die dimensionen sind einfach nur grass....
An average driver makes 25 deliveries a day, up from 17 three years ago; that’s about 20 million daily deliveries across the network. For comparison, Grubhub Inc., the U.S. leader and owner of Seamless, delivers fewer than 500,000 meals a day. Meituan’s scale dwarfs that of India's dabbawalas, who deliver some 80 million pail lunches a year.
Q4 conference call transcription:
https://finance.yahoo.com/news/edited-transcript-3690-hk-ear…
Bewertung derzeit etwas mehr als 4 x sales ...
https://finance.yahoo.com/news/edited-transcript-3690-hk-ear…
Bewertung derzeit etwas mehr als 4 x sales ...
eines dieser other services:
https://technode.com/2018/12/24/meituan-ride-hailing-beijing…
Meituan receives permit for ride-hailing in Beijing
Dominated by Didi, the ride-hailing industry has become increasingly saturated. Yet, Meituan’s expansion could mark a change in the power dynamic of the industry. As the company ventures to take on Didi in Beijing, there may be a renewed subsidy war between the established firms and the incoming company, resulting in a potential shift in users, whether it be temporary or permanent. Beijing’s attitude is welcoming of a competitive market, particularly given the Chinese government’s investigation into Didi over alleged monopoly allegations
und some other news:
https://www.caixinglobal.com/2018-12-20/meituan-dianping-rep…
https://technode.com/2018/12/24/meituan-ride-hailing-beijing…
Meituan receives permit for ride-hailing in Beijing
Dominated by Didi, the ride-hailing industry has become increasingly saturated. Yet, Meituan’s expansion could mark a change in the power dynamic of the industry. As the company ventures to take on Didi in Beijing, there may be a renewed subsidy war between the established firms and the incoming company, resulting in a potential shift in users, whether it be temporary or permanent. Beijing’s attitude is welcoming of a competitive market, particularly given the Chinese government’s investigation into Didi over alleged monopoly allegations
und some other news:
https://www.caixinglobal.com/2018-12-20/meituan-dianping-rep…
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