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UBS Wealth Mgmt: Investor Concerns Over CN Food Delivery Platform Competition Reduce Post-Quarterly Results
Eva Lee, Head of Greater China Equities at UBS Global Wealth Management Chief Investment Office, said that investor concerns over the food delivery war among Chinese internet platf...
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UBS Wealth Mgmt: Investor Concerns Over CN Food Delivery Platform Competition Reduce Post-Quarterly Results
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Eva Lee, Head of Greater China Equities at UBS Global Wealth Management Chief Investment Office, said that investor concerns over the food delivery war among Chinese internet platforms diminished after the 2Q25 reporting period, according to Hong Kong Economic Journal.

The management of the parent companies of food delivery platforms provided clear guidance to investors, and revealed that food delivery subsidies have peaked in 3Q25.

Related NewsNomura Cuts MEITUAN-W's TP to HKD123; Dominance in Food Delivery Platforms Recedes
Companies' gross profits are expected to normalize from 4Q25 to 1H26. Internet platforms also have the capability to cross-sell to their food delivery customers, turning them into customers of their core businesses.

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