文章核心观点 - 分析师将美团(MPNGF/MPNGY)的评级下调至“持有” 主要担忧补贴战对公司的影响[1] - 第三季度业绩显示补贴战带来的压力是痛苦的 但同时也表明最糟糕的时期可能已经过去[1] 公司业绩与经营状况 - 第三季度业绩承受了补贴战带来的显著压力[1]

This year has been a tough one for Meituan ( OTCPK:MPNGF ). And cutthroat competition is to blame. In my initial article on Meituan in 2023, I played down the competitive threat somewhat. But the entryAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking ...

投资评级与观点 - 美团获买入评级 核心论点为业务执行良好且增长前景强劲 [1] - 分析师认为公司股价存在低估 长期增长潜力显著 [1] 投资方法论 - 采用价值投资与长期增长相结合的策略 注重基本面分析 [1] - 倾向于以低于内在价值的价格买入优质公司并长期持有 [1] 注：文档[2][3]内容涉及免责声明与披露条款 根据任务要求已跳过