[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @pandawatch88 labubuwatch labubuwatch posts on X about meituan, china, baba, 10x the most. They currently have XXXXX followers and 1562 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1558733876176232448/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +14% - X Months XXXXXXXXX +98% - X Year XXXXXXXXX +641% ### Mentions: XX [#](/creator/twitter::1558733876176232448/posts_active)  - X Months XXX +8.70% - X Year XXXXX +229% ### Followers: XXXXX [#](/creator/twitter::1558733876176232448/followers)  - X Week XXXXX +0.54% - X Month XXXXX +3.10% - X Months XXXXX +83% - X Year XXXXX +214% ### CreatorRank: XXXXXXX [#](/creator/twitter::1558733876176232448/influencer_rank)  ### Social Influence [#](/creator/twitter::1558733876176232448/influence) --- **Social category influence** [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [nfts](/list/nfts) [exchanges](/list/exchanges) [formula 1](/list/formula-1) [celebrities](/list/celebrities) **Social topic influence** [meituan](/topic/meituan), [china](/topic/china), [baba](/topic/baba), [10x](/topic/10x), [xiaomi](/topic/xiaomi), [money](/topic/money), [kuaishou](/topic/kuaishou), [ipo](/topic/ipo), [douyin](/topic/douyin), [applovin](/topic/applovin) **Top assets mentioned** [Applovin Corporation (APP)](/topic/applovin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DoorDash, Inc. (DASH)](/topic/doordash) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Shopify Inc (SHOP)](/topic/$shop) ### Top Social Posts [#](/creator/twitter::1558733876176232448/posts) --- Top posts by engagements in the last XX hours "fine business. i look at it from time to time. monopoliesque XX% ROCE growing GDP++ slowly (slowwwly) getting better at shareholder returns (pushed by SOE policy). NI no yet back to 2019 levels but will get there. Shareolders are customers and they are all losing money so things have to move at certain pace. If was managing usd20bn with XX year timeframes sure I'd put some here at 15x PE and forget"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1947910992702197817) 2025-07-23 06:45:45 UTC 3345 followers, XX engagements "Kuaishou and Wuxi Apptec raising from the ashes in 2025. Beauty Farm small stonk pumping. Moutai still holding at 20x PE despite the double whammy of buyers stuffed and party-not-party regulation enforcement (last time around in 2014 - life is a flat circle - it got to 10-12x PE and price proceeded to 10x from there). Imagine they get serious about buybacks with all that cash"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1949105398679744814) 2025-07-26 13:51:54 UTC 3345 followers, 1135 engagements "HK brokers. "Hey my FUTUS not doing bad". "Ah my Tigers too". Brightsmart "hold m." Guotai Junan "nah nah nah children". Guotai Junan is so unhinged Google Finance doesn't even put the name anymore just the ticker"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1942596542801838145) 2025-07-08 14:48:02 UTC 3346 followers, 1745 engagements "This is how IPO league tables should be done. Huatai not leaving a dollar on the table💪 Gurley would be proud. Best pumpers title go to CITIC and MS"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1940786253659886049) 2025-07-03 14:54:35 UTC 3343 followers, 1021 engagements "Latepost follows up with an interview with Meituan which is actually quite rare. Some classics in it too: "we are not keen to subsidize but people are showing up to the free-meal festival and we don't want to disappoint" How does the war end "waiting for divine intervention (option 3)" - maybe Xi gets the Nobel peace prize before Trump. And what about PDD and Douyin the interviewer asks (and not sure why he gave that answer) interview here quite long I enjoyed:"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1945517713318990140) 2025-07-16 16:15:43 UTC 3344 followers, XXX engagements "Wuxi Bio and Wuxi Apptec had a combined market cap of usd150bn. Today usd20bn despite EBIT doubling. Great market position and liked by global customers then biotech VC funding started to dry up then US biosecure act. Punch punch ko"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1809808847093346696) 2024-07-07 04:37:08 UTC 3346 followers, 2347 engagements "Remember Applovin and his Chinese cousin applovin 60x PE 50x ebit mobvista 30x PE 20x ebit mobvista mintegral (the programmatic ad solution for apps) had a solid 2024 revenue up XX% and another XX% in 1Q25 YoY (flat QoQ). Still mostly game apps. Mintegral has made the company profitable usd40m NI in 2024 and usd50m LTM 1Q25. All that is very good (if you like the industry and cyclicality of ads) so where's the problem The problem is rapidly evolving US regulations on user data brokerage for ads specially when it comes to a Chinese company handling it. First the Protecting Americans Data from"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1941172053429883048) 2025-07-04 16:27:37 UTC 3344 followers, 2642 engagements "I literally sold X% of my xiaomi position to start buying TCOM five minutes before this news 👏🏼 👍🏼 🙄"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1947189555255271769) 2025-07-21 06:59:01 UTC 3346 followers, 3322 engagements ""JD Poaching Talent with Triple Salaries for Newly Launched Hotel & Travel Biz: The company is poaching talent from Fliggy Tongcheng and Trip with salaries three times higher than their current pay. The job requirements specifically stated that candidates from TRIP.COM-S and MEITUAN-W would be given priority.""  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1932560281076437326) 2025-06-10 22:07:30 UTC 3346 followers, 6637 engagements "@MaiusPartners Innovent biologics i guess"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1944620383032000771) 2025-07-14 04:50:03 UTC 3343 followers, XXX engagements "A few charts on China summer drinks. These are basically what has moved China food deliveries from 100m daily pre-war to 150m once JD get in the game vs Meituan and BABA is forced to step up. Beverages are easy to make capacity is built ready to go tea companies loaded with cash to burn post IPO. Scale up 50m orders a day in two weeks no probs (try that with beef noodles). Timing to start a war was perfect so much munition. In that stock price chart of the main companies (i'm excluding the snowman too cheap) X companies IPOed in 2025. Another in 2024. Add to this the coffee guys. How will the"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1942521133544399234) 2025-07-08 09:48:23 UTC 3343 followers, 3294 engagements "Insatiable thirst for robotos. btw not sure why Unitree wants to list in Shanghai when you already have UBtech and Dobot listed in HK at 25-50x P/S. They want 100x P/S"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1946936477688197349) 2025-07-20 14:13:23 UTC 3344 followers, XXX engagements "japan home center 5x PE for this dog feels expensive HK scuttlebutt enjoyorr "but i went there and there was a lot of people and the selectiooon." could they convert them to dark warehouses for meituan instashopping"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1944762178890039558) 2025-07-14 14:13:30 UTC 3343 followers, XXX engagements "127.00 together again is this what citadel does all day just trade the spread between jd and meituan"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1946091837909028957) 2025-07-18 06:17:05 UTC 3343 followers, 1539 engagements "Solid Wuxi Apptec 1H25 numbers revenue up XX% profit up 27%. LTM NI usd1.6bn. Yours for 20x LTM PE. Data on backlog etc in results end of the month. I like the company and fan of Ge Li like everyone but it is a tricky sector to have US clients"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1943677754836439364) 2025-07-11 14:24:23 UTC 3344 followers, XXX engagements "The Guangdong skies blessed meituan baba jd shareholders today with usd50m in savings. Another one next weekend pls"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1946876543512268912) 2025-07-20 10:15:13 UTC 3343 followers, 1274 engagements "One of the most staggering (and interesting for companies) differences between China and US is the the accumulation of X years of inflation/deflation. Nasdaq up 2.5x since 2019 is cool but the 2019 usd350 NY hotel room is now usd800. The usd250 Shanghai hotel room in 2019 is now usd180. The winners of US inflation have been large cap shareholders. That's where all the profit ends up. Prices up means more money to bid for Meta and Google ads Amazon placements pay up for financial services and software fees. SMEs are milked. If/when deflation ends in China I wonder where will the money go this"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1950199309229838383) 2025-07-29 14:18:42 UTC 3347 followers, 1743 engagements "150m orders in one day for Meituan is already XX% above summer 2024 peak of 100m. And you have to add say another 100m for baba+jd maybe total market orders 250m in one day vs last year say 130m almost 2x. Bubble tea and iced americano orgy. At least the drivers are making money. Doordash and Uber looking at Amazon like "pls dont do it""  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1944597395683373232) 2025-07-14 03:18:42 UTC 3343 followers, 1628 engagements "Imagine if we could book the jd baba meituan subsidies as capex like hyperscalers do. Arent they both investments. Sweep it under the rug. Greatness comes from transforming today's problem to a few years down the road problem and see if something good happens in between. With national debt capex blood tests or marriages"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1944966520683340271) 2025-07-15 03:45:28 UTC 3343 followers, 1355 engagements "@BlownUpCapital Yes. Thankyou for the reminder"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1949396632161640912) 2025-07-27 09:09:09 UTC 3343 followers, XX engagements "$KC is owned XX% by Kingsoft + XX% by Xiaomi main customers. Must invest heavily in equipment to support their AI efforts not enough CF got a usd200m 2Y loan at X% from Kingsoft. Parents are cash rich but none want to consolidate usd150m of losses"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1757609036042965345) 2024-02-14 03:33:43 UTC 3346 followers, XXX engagements "@Investor_NICK_ American tourists It could be worse"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1949420622406389806) 2025-07-27 10:44:29 UTC 3343 followers, XXX engagements "@capitalatrisk23 @MaiusPartners @DaBao_ @ReturnsJourney JD Logistics guys arrived in the Mercedes van and stole the girl"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1948367561772384317) 2025-07-24 13:00:00 UTC 3346 followers, XX engagements "So any good articles comparing losses this weekend post Friday eve tea with SAMR vs prior weekend losses Or people are buying Meituan "just because""  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1947139874642931747) 2025-07-21 03:41:36 UTC 3343 followers, XXX engagements "meituan eleme chagee luckin . uncle richard"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1942608601727787077) 2025-07-08 15:35:57 UTC 3343 followers, 1424 engagements "Multiples for China hardware are like for US software Ehang usd63m revenue 27x P/S (eVTOL) Ubtech XXX 31x (robotos) Dobot XX 70x (robotos) Horizon robotics XXX 44x (adas) Black sesame XX 29x (adas) Robosense XXX 12x (lidar) Hesai XXX 10x (lidar) "cHiNa tRades at dIscOUnt."😬"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1901290303899771185) 2025-03-16 15:11:47 UTC 3346 followers, 10K engagements "Mobvista up XXX% in XX days because apparently it is now the Applovin of China Vobile up XX% because it is The Trade Desk and Weimob follows suit up XX% today because it is now Shopify. Bored people finding 2nd derivatives are a powerful force in markets"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1856932469725118808) 2024-11-14 05:29:35 UTC 3345 followers, 3414 engagements "I cannot emphasize enough (always wanted to start a post with this) how absolute shait are the 2024 financials of all (well most) China software businesses. Hundsun Glodon Venustech Yonyou Kingdee Weimob etc etc. An acceleration of all the bad trends we discussed before"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1912008723402195112) 2025-04-15 05:02:57 UTC 3346 followers, 2406 engagements "Funny among all these dogs and from the time of this snapshot post 1Q25 results JD is the one that went down less. No crying in the flea market. BABA already told you in May that EBITA may "fluctuate" and you didnt sell and now you are down XX% since. Dont blame uncle Richard blame yourself. Transcript attached. BABA just briefed analysts and all came out with notes today pointing to 2Q25 EBITA -XX% YoY (which then they will beat with -XX% YoY and everyone happy)"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1943185741896651003) 2025-07-10 05:49:18 UTC 3343 followers, 2871 engagements "@ChiaWatchItGrow @jdmsparky @GlobalCollapse They all find ways to squeeze some fees and bring that XX% to high 20s low 30s on part of the portfolio maybe 20-30%. A hard XX% cap will be an impact to loan book and earnings but maybe not huge"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1949108561520607519) 2025-07-26 14:04:28 UTC 3344 followers, XX engagements "Ok I bought some more TCOM in US to add to the HK ones this morning. Thesis Catalyst and Metrics. Thesis: the valuation is fine at 20x PE X% FCF no "hidden gem at 10x PE" here but I think there is more in this name: --the price has been lagging (-8% YTD vs index and Tencent +24%) because people don't like the impact on margins from the current investment in Asia/Europe. --but Trip is not a market dog though it has an audience the price is up XX% since December 2023 same as Tencent vs market 50%. Fans just need to get itchy again (see catalysts) --I like the fundamental story anyway:"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1947335907000144294) 2025-07-21 16:40:34 UTC 3346 followers, 4388 engagements "Brutal. Old enough to have listened to the 2024 Norges podcast interview of the prior CEO attributing a large part of the success of Novo Nordisk to the fact they only had X CEOs in XXX years and so that helps focus on LT goals r&d investment blah blah. Company "culture" narratives are much praised but imo have zero correlation with how rich they are going to make you (unless it is really bad). Books like Good to Great and similar come to mind"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1950224606704652634) 2025-07-29 15:59:14 UTC 3347 followers, XXX engagements "Its possible. But a market with X players 60/25/15 sounds potentially less profitable than the original 70/30 duopoly so I feel i need to bring my profitability expectations down just to be honest with myself. (although I acknowledge that I have no idea what will the profitability be neither the CEOs themselves have a clue we are just throwing darts blind and hope not to be too off)"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1946109450198360562) 2025-07-18 07:27:04 UTC 3343 followers, XX engagements "Naspers CEO on Meituan entering Brazil: "as a Meituan shareholder I'm disappointed because I think their risk of failing increases and therefore we might sell part of the Meituan shares to invest more in other areas with more connection to our ecosystem". Naspers CEO feels bad for Meituan making the wrong decision and so he may sell his Meituan shares. Fair enough. Now it also happens that Naspers is the controlling shareholder of ifood with XX% share of Brazil food delivery. Plus this guy was the CEO of ifood too promoted to Naspers CEO recently. I am sure Meituan CEO appreciates the concern"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1940650232309809554) 2025-07-03 05:54:05 UTC 3343 followers, 4427 engagements "@capitalatrisk23 They already fought battles with meituan and alibaba they may have to fight again although they are more dominant now. If Klook IPOs and gets usd500m of proceeds that's going to go into customer acquisition to fight Trip for example"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1947488944662458655) 2025-07-22 02:48:41 UTC 3343 followers, XXX engagements "Bilibili vs Kuaishou Bili is on trend accelerating to +24% revenue growth 1Q25 while Kuaishou decelerates. They are still a tiny fraction of advertising budget spent like X% share vs Kuaishou X% share Tencent X% Bytedance +25% (my numbers). I don't think you can build a case saying Bili gets to 5%. It may cause you never know but advertising is power law the guys controlling marketing budget don't want to scratch their head monitoring metrics across XX platforms (that's were programmatic comes in). But margin different story. It took Kuaishou just two years to bring margins from from -XX% to"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1941357359873523950) 2025-07-05 04:43:57 UTC 3344 followers, 2187 engagements "Meituan going out of their way to tell the world how little they earn vs ecommerce and so they don't understand why is everyone coming into the space (ah too late to cry). Some good stats on economics for those that want to know what's the margin upside (if this ever turns around): So last year they were making X% of GMV (vs XXX% in 2021). Some other stats: -Avg order rmb30 -avg fee X% -rmb7 for the delivery guy (split by user/merchant/platform depends on how the day looks) When merchants complain Meituan charges them +20% the issue is this includes part of the delivery which goes straight to"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1945723195283419439) 2025-07-17 05:52:14 UTC 3343 followers, 1234 engagements "Another China sector that seems like "tariffs whatever" is China novel pharma (in addition to consumer brands popmart laopu etc from the post last week). Innovent (GLP1 coming yours for 9x P/S vs Novo 7x and Eli 18x) and Akeso doing good Remegen too. Beigene less good. Profitability is always "1 or X years away" like Oolong likes to say. I'm not sure I like China pharma in general given how brutal volume based procurement for public hospitals is even for novel drugs. Also there is less M&A than in US"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1916761583684059308) 2025-04-28 07:49:07 UTC 3346 followers, 5565 engagements "I want to buy one and put it on the sofa all day using just X of its XX degrees of freedom to scroll douyin with one finger. Then I can shout at it when I come back home for being a lazy tangping donothing robot and it just needs to respond "whatever" (does it have voice)"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1949507132212269147) 2025-07-27 16:28:15 UTC 3346 followers, 2242 engagements ""We are working very fast to bring Xiaomi EVs to the world" 🧐yummy Imagine Trump team announcing in Stockholm that they are bringing Chinese EVs to US just to piss off Elon. The rage"  [@pandawatch88](/creator/x/pandawatch88) on [X](/post/tweet/1949817582581592296) 2025-07-28 13:01:52 UTC 3346 followers, 1053 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@pandawatch88 labubuwatch
labubuwatch posts on X about meituan, china, baba, 10x the most. They currently have XXXXX followers and 1562 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +14%
- X Months XXXXXXXXX +98%
- X Year XXXXXXXXX +641%
Mentions: XX #
- X Months XXX +8.70%
- X Year XXXXX +229%
Followers: XXXXX #
- X Week XXXXX +0.54%
- X Month XXXXX +3.10%
- X Months XXXXX +83%
- X Year XXXXX +214%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence technology brands finance countries stocks social networks travel destinations nfts exchanges formula 1 celebrities
Social topic influence meituan, china, baba, 10x, xiaomi, money, kuaishou, ipo, douyin, applovin
Top assets mentioned Applovin Corporation (APP) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) DoorDash, Inc. (DASH) Uber Technologies, Inc. (UBER) Shopify Inc (SHOP)
Top Social Posts #
Top posts by engagements in the last XX hours
"fine business. i look at it from time to time. monopoliesque XX% ROCE growing GDP++ slowly (slowwwly) getting better at shareholder returns (pushed by SOE policy). NI no yet back to 2019 levels but will get there. Shareolders are customers and they are all losing money so things have to move at certain pace. If was managing usd20bn with XX year timeframes sure I'd put some here at 15x PE and forget"
@pandawatch88 on X 2025-07-23 06:45:45 UTC 3345 followers, XX engagements
"Kuaishou and Wuxi Apptec raising from the ashes in 2025. Beauty Farm small stonk pumping. Moutai still holding at 20x PE despite the double whammy of buyers stuffed and party-not-party regulation enforcement (last time around in 2014 - life is a flat circle - it got to 10-12x PE and price proceeded to 10x from there). Imagine they get serious about buybacks with all that cash" @pandawatch88 on X 2025-07-26 13:51:54 UTC 3345 followers, 1135 engagements
"HK brokers. "Hey my FUTUS not doing bad". "Ah my Tigers too". Brightsmart "hold m." Guotai Junan "nah nah nah children". Guotai Junan is so unhinged Google Finance doesn't even put the name anymore just the ticker" @pandawatch88 on X 2025-07-08 14:48:02 UTC 3346 followers, 1745 engagements
"This is how IPO league tables should be done. Huatai not leaving a dollar on the table💪 Gurley would be proud. Best pumpers title go to CITIC and MS" @pandawatch88 on X 2025-07-03 14:54:35 UTC 3343 followers, 1021 engagements
"Latepost follows up with an interview with Meituan which is actually quite rare. Some classics in it too: "we are not keen to subsidize but people are showing up to the free-meal festival and we don't want to disappoint" How does the war end "waiting for divine intervention (option 3)" - maybe Xi gets the Nobel peace prize before Trump. And what about PDD and Douyin the interviewer asks (and not sure why he gave that answer) interview here quite long I enjoyed:" @pandawatch88 on X 2025-07-16 16:15:43 UTC 3344 followers, XXX engagements
"Wuxi Bio and Wuxi Apptec had a combined market cap of usd150bn. Today usd20bn despite EBIT doubling. Great market position and liked by global customers then biotech VC funding started to dry up then US biosecure act. Punch punch ko" @pandawatch88 on X 2024-07-07 04:37:08 UTC 3346 followers, 2347 engagements
"Remember Applovin and his Chinese cousin applovin 60x PE 50x ebit mobvista 30x PE 20x ebit mobvista mintegral (the programmatic ad solution for apps) had a solid 2024 revenue up XX% and another XX% in 1Q25 YoY (flat QoQ). Still mostly game apps. Mintegral has made the company profitable usd40m NI in 2024 and usd50m LTM 1Q25. All that is very good (if you like the industry and cyclicality of ads) so where's the problem The problem is rapidly evolving US regulations on user data brokerage for ads specially when it comes to a Chinese company handling it. First the Protecting Americans Data from" @pandawatch88 on X 2025-07-04 16:27:37 UTC 3344 followers, 2642 engagements
"I literally sold X% of my xiaomi position to start buying TCOM five minutes before this news 👏🏼 👍🏼 🙄" @pandawatch88 on X 2025-07-21 06:59:01 UTC 3346 followers, 3322 engagements
""JD Poaching Talent with Triple Salaries for Newly Launched Hotel & Travel Biz: The company is poaching talent from Fliggy Tongcheng and Trip with salaries three times higher than their current pay. The job requirements specifically stated that candidates from TRIP.COM-S and MEITUAN-W would be given priority."" @pandawatch88 on X 2025-06-10 22:07:30 UTC 3346 followers, 6637 engagements
"@MaiusPartners Innovent biologics i guess" @pandawatch88 on X 2025-07-14 04:50:03 UTC 3343 followers, XXX engagements
"A few charts on China summer drinks. These are basically what has moved China food deliveries from 100m daily pre-war to 150m once JD get in the game vs Meituan and BABA is forced to step up. Beverages are easy to make capacity is built ready to go tea companies loaded with cash to burn post IPO. Scale up 50m orders a day in two weeks no probs (try that with beef noodles). Timing to start a war was perfect so much munition. In that stock price chart of the main companies (i'm excluding the snowman too cheap) X companies IPOed in 2025. Another in 2024. Add to this the coffee guys. How will the" @pandawatch88 on X 2025-07-08 09:48:23 UTC 3343 followers, 3294 engagements
"Insatiable thirst for robotos. btw not sure why Unitree wants to list in Shanghai when you already have UBtech and Dobot listed in HK at 25-50x P/S. They want 100x P/S" @pandawatch88 on X 2025-07-20 14:13:23 UTC 3344 followers, XXX engagements
"japan home center 5x PE for this dog feels expensive HK scuttlebutt enjoyorr "but i went there and there was a lot of people and the selectiooon." could they convert them to dark warehouses for meituan instashopping" @pandawatch88 on X 2025-07-14 14:13:30 UTC 3343 followers, XXX engagements
"127.00 together again is this what citadel does all day just trade the spread between jd and meituan" @pandawatch88 on X 2025-07-18 06:17:05 UTC 3343 followers, 1539 engagements
"Solid Wuxi Apptec 1H25 numbers revenue up XX% profit up 27%. LTM NI usd1.6bn. Yours for 20x LTM PE. Data on backlog etc in results end of the month. I like the company and fan of Ge Li like everyone but it is a tricky sector to have US clients" @pandawatch88 on X 2025-07-11 14:24:23 UTC 3344 followers, XXX engagements
"The Guangdong skies blessed meituan baba jd shareholders today with usd50m in savings. Another one next weekend pls" @pandawatch88 on X 2025-07-20 10:15:13 UTC 3343 followers, 1274 engagements
"One of the most staggering (and interesting for companies) differences between China and US is the the accumulation of X years of inflation/deflation. Nasdaq up 2.5x since 2019 is cool but the 2019 usd350 NY hotel room is now usd800. The usd250 Shanghai hotel room in 2019 is now usd180. The winners of US inflation have been large cap shareholders. That's where all the profit ends up. Prices up means more money to bid for Meta and Google ads Amazon placements pay up for financial services and software fees. SMEs are milked. If/when deflation ends in China I wonder where will the money go this" @pandawatch88 on X 2025-07-29 14:18:42 UTC 3347 followers, 1743 engagements
"150m orders in one day for Meituan is already XX% above summer 2024 peak of 100m. And you have to add say another 100m for baba+jd maybe total market orders 250m in one day vs last year say 130m almost 2x. Bubble tea and iced americano orgy. At least the drivers are making money. Doordash and Uber looking at Amazon like "pls dont do it"" @pandawatch88 on X 2025-07-14 03:18:42 UTC 3343 followers, 1628 engagements
"Imagine if we could book the jd baba meituan subsidies as capex like hyperscalers do. Arent they both investments. Sweep it under the rug. Greatness comes from transforming today's problem to a few years down the road problem and see if something good happens in between. With national debt capex blood tests or marriages" @pandawatch88 on X 2025-07-15 03:45:28 UTC 3343 followers, 1355 engagements
"@BlownUpCapital Yes. Thankyou for the reminder" @pandawatch88 on X 2025-07-27 09:09:09 UTC 3343 followers, XX engagements
"$KC is owned XX% by Kingsoft + XX% by Xiaomi main customers. Must invest heavily in equipment to support their AI efforts not enough CF got a usd200m 2Y loan at X% from Kingsoft. Parents are cash rich but none want to consolidate usd150m of losses" @pandawatch88 on X 2024-02-14 03:33:43 UTC 3346 followers, XXX engagements
"@Investor_NICK_ American tourists It could be worse" @pandawatch88 on X 2025-07-27 10:44:29 UTC 3343 followers, XXX engagements
"@capitalatrisk23 @MaiusPartners @DaBao_ @ReturnsJourney JD Logistics guys arrived in the Mercedes van and stole the girl" @pandawatch88 on X 2025-07-24 13:00:00 UTC 3346 followers, XX engagements
"So any good articles comparing losses this weekend post Friday eve tea with SAMR vs prior weekend losses Or people are buying Meituan "just because"" @pandawatch88 on X 2025-07-21 03:41:36 UTC 3343 followers, XXX engagements
"meituan eleme chagee luckin . uncle richard" @pandawatch88 on X 2025-07-08 15:35:57 UTC 3343 followers, 1424 engagements
"Multiples for China hardware are like for US software Ehang usd63m revenue 27x P/S (eVTOL) Ubtech XXX 31x (robotos) Dobot XX 70x (robotos) Horizon robotics XXX 44x (adas) Black sesame XX 29x (adas) Robosense XXX 12x (lidar) Hesai XXX 10x (lidar) "cHiNa tRades at dIscOUnt."😬" @pandawatch88 on X 2025-03-16 15:11:47 UTC 3346 followers, 10K engagements
"Mobvista up XXX% in XX days because apparently it is now the Applovin of China Vobile up XX% because it is The Trade Desk and Weimob follows suit up XX% today because it is now Shopify. Bored people finding 2nd derivatives are a powerful force in markets" @pandawatch88 on X 2024-11-14 05:29:35 UTC 3345 followers, 3414 engagements
"I cannot emphasize enough (always wanted to start a post with this) how absolute shait are the 2024 financials of all (well most) China software businesses. Hundsun Glodon Venustech Yonyou Kingdee Weimob etc etc. An acceleration of all the bad trends we discussed before" @pandawatch88 on X 2025-04-15 05:02:57 UTC 3346 followers, 2406 engagements
"Funny among all these dogs and from the time of this snapshot post 1Q25 results JD is the one that went down less. No crying in the flea market. BABA already told you in May that EBITA may "fluctuate" and you didnt sell and now you are down XX% since. Dont blame uncle Richard blame yourself. Transcript attached. BABA just briefed analysts and all came out with notes today pointing to 2Q25 EBITA -XX% YoY (which then they will beat with -XX% YoY and everyone happy)" @pandawatch88 on X 2025-07-10 05:49:18 UTC 3343 followers, 2871 engagements
"@ChiaWatchItGrow @jdmsparky @GlobalCollapse They all find ways to squeeze some fees and bring that XX% to high 20s low 30s on part of the portfolio maybe 20-30%. A hard XX% cap will be an impact to loan book and earnings but maybe not huge" @pandawatch88 on X 2025-07-26 14:04:28 UTC 3344 followers, XX engagements
"Ok I bought some more TCOM in US to add to the HK ones this morning. Thesis Catalyst and Metrics. Thesis: the valuation is fine at 20x PE X% FCF no "hidden gem at 10x PE" here but I think there is more in this name: --the price has been lagging (-8% YTD vs index and Tencent +24%) because people don't like the impact on margins from the current investment in Asia/Europe. --but Trip is not a market dog though it has an audience the price is up XX% since December 2023 same as Tencent vs market 50%. Fans just need to get itchy again (see catalysts) --I like the fundamental story anyway:" @pandawatch88 on X 2025-07-21 16:40:34 UTC 3346 followers, 4388 engagements
"Brutal. Old enough to have listened to the 2024 Norges podcast interview of the prior CEO attributing a large part of the success of Novo Nordisk to the fact they only had X CEOs in XXX years and so that helps focus on LT goals r&d investment blah blah. Company "culture" narratives are much praised but imo have zero correlation with how rich they are going to make you (unless it is really bad). Books like Good to Great and similar come to mind" @pandawatch88 on X 2025-07-29 15:59:14 UTC 3347 followers, XXX engagements
"Its possible. But a market with X players 60/25/15 sounds potentially less profitable than the original 70/30 duopoly so I feel i need to bring my profitability expectations down just to be honest with myself. (although I acknowledge that I have no idea what will the profitability be neither the CEOs themselves have a clue we are just throwing darts blind and hope not to be too off)" @pandawatch88 on X 2025-07-18 07:27:04 UTC 3343 followers, XX engagements
"Naspers CEO on Meituan entering Brazil: "as a Meituan shareholder I'm disappointed because I think their risk of failing increases and therefore we might sell part of the Meituan shares to invest more in other areas with more connection to our ecosystem". Naspers CEO feels bad for Meituan making the wrong decision and so he may sell his Meituan shares. Fair enough. Now it also happens that Naspers is the controlling shareholder of ifood with XX% share of Brazil food delivery. Plus this guy was the CEO of ifood too promoted to Naspers CEO recently. I am sure Meituan CEO appreciates the concern" @pandawatch88 on X 2025-07-03 05:54:05 UTC 3343 followers, 4427 engagements
"@capitalatrisk23 They already fought battles with meituan and alibaba they may have to fight again although they are more dominant now. If Klook IPOs and gets usd500m of proceeds that's going to go into customer acquisition to fight Trip for example" @pandawatch88 on X 2025-07-22 02:48:41 UTC 3343 followers, XXX engagements
"Bilibili vs Kuaishou Bili is on trend accelerating to +24% revenue growth 1Q25 while Kuaishou decelerates. They are still a tiny fraction of advertising budget spent like X% share vs Kuaishou X% share Tencent X% Bytedance +25% (my numbers). I don't think you can build a case saying Bili gets to 5%. It may cause you never know but advertising is power law the guys controlling marketing budget don't want to scratch their head monitoring metrics across XX platforms (that's were programmatic comes in). But margin different story. It took Kuaishou just two years to bring margins from from -XX% to" @pandawatch88 on X 2025-07-05 04:43:57 UTC 3344 followers, 2187 engagements
"Meituan going out of their way to tell the world how little they earn vs ecommerce and so they don't understand why is everyone coming into the space (ah too late to cry). Some good stats on economics for those that want to know what's the margin upside (if this ever turns around): So last year they were making X% of GMV (vs XXX% in 2021). Some other stats: -Avg order rmb30 -avg fee X% -rmb7 for the delivery guy (split by user/merchant/platform depends on how the day looks) When merchants complain Meituan charges them +20% the issue is this includes part of the delivery which goes straight to" @pandawatch88 on X 2025-07-17 05:52:14 UTC 3343 followers, 1234 engagements
"Another China sector that seems like "tariffs whatever" is China novel pharma (in addition to consumer brands popmart laopu etc from the post last week). Innovent (GLP1 coming yours for 9x P/S vs Novo 7x and Eli 18x) and Akeso doing good Remegen too. Beigene less good. Profitability is always "1 or X years away" like Oolong likes to say. I'm not sure I like China pharma in general given how brutal volume based procurement for public hospitals is even for novel drugs. Also there is less M&A than in US" @pandawatch88 on X 2025-04-28 07:49:07 UTC 3346 followers, 5565 engagements
"I want to buy one and put it on the sofa all day using just X of its XX degrees of freedom to scroll douyin with one finger. Then I can shout at it when I come back home for being a lazy tangping donothing robot and it just needs to respond "whatever" (does it have voice)" @pandawatch88 on X 2025-07-27 16:28:15 UTC 3346 followers, 2242 engagements
""We are working very fast to bring Xiaomi EVs to the world" 🧐yummy Imagine Trump team announcing in Stockholm that they are bringing Chinese EVs to US just to piss off Elon. The rage" @pandawatch88 on X 2025-07-28 13:01:52 UTC 3346 followers, 1053 engagements