China Tech Investor 43: Alibaba has a Meituan problem. Can they solve it with $11 billion?

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China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

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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 an interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

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Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping

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