Meituan: Upside Remains Attractive Due To Strong EBITDA Growth Outlook

Group 1 - The core thesis for Meituan's investment is based on strong business fundamentals and the expectation of macroeconomic recovery, leading to robust growth [1] - The investment strategy focuses on identifying undervalued companies with long-term growth potential, emphasizing value investing principles [1] - The approach involves purchasing quality companies at a discount to their intrinsic value and holding them for long-term earnings and shareholder returns [1]