Group 1 - Meituan plans to expand into the South American market, specifically Brazil, with an investment of $1 billion over the next five years to launch its food delivery platform "Keeta" [2][4] - This expansion creates direct competition with Naspers' iFood, which is already a leading food delivery platform in Latin America [2][4] - Naspers, holding a 4% stake in Meituan valued at $4 billion, expressed disappointment in Meituan's international expansion strategy and indicated a potential reduction in its Meituan holdings to reinvest in iFood [1][3] Group 2 - iFood has shown strong performance, with a significant increase in order volume, reaching over 120 million orders per month as of March this year, and a projected total gross merchandise value growth of 32% year-on-year [4][5] - Naspers emphasizes that iFood's future growth will come from new business ventures such as fintech and online travel, which are seen as key competitive advantages [5] - The adjusted EBITDA for iFood has surged by 178% year-on-year, reaching $226 million, with a profit margin of 27% [4]
股东变对手！腾讯大股东Naspers考虑减持美团，全力支持旗下明星资产iFood