$Alibaba(BABA)$ PDD earnings w

PDD earnings was mediocre. Here are some points that could be interesting to BABA investors:

they are going to focus on high quality merchants to combat scammers even if it means less profitability. This is what BABA management said 3 years back. Overall BABA's platform's customer experience is better, 88VIP subscription is up, merchant quality is higher
they are reporting more competition and expecting less revenue growth. PDD is hitting the ceiling that BABA hit 3 years ago. Also could be a sign the market penetration of PDD in china and elsewhere is peaking.
The transactional revenue is $6 billion dollars. Most of this is from a transaction fee. This is what BABA will start collecting in september. This is very high margin. It could generate billions in steadily growing operating profit for BABA in the coming quarters.

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