$JD.com(JD)$ PDD $PDD Holdings

$JD.com(JD)$ PDD $PDD Holdings Inc(PDD)$ still had a great yoy growth but not so great qoq. Its PE is in the similar range of JD now. Both companies are great financially, but the temu website is so annoying to use (no namebrand products at all, the description is not standardized). I suspect that pdd would be hard to retain the customers and sellers

Rotation/money flow is coming from PDD into JD. We had the best earnings so far compared with big competitors like Baba $Alibaba(BABA)$ and PDD. Golden opportunity to buy here.

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Comments

ChadT
08-28
ChadT
To us chinese, we don't use JD anymore. Good luck!
- SteveWatson:
  But that's not what my Chinese friend said. He said JD's delivery is super fast, and people love it.

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Its PE is in the similar range of JD now. Both companies are great financially, but the temu website is so annoying to use (no namebrand products at all, the description is not standardized). I suspect that pdd would be hard to retain the customers and sellersRotation/money flow is coming from PDD into JD. We had the best earnings so far compared with big competitors like Baba <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> and PDD. Golden opportunity to buy here.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"JD\" class=\"teditor-mention\" data-mention-name=\"JD.com\" href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> <v-v data-views=\"1\"></v-v>PDD <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> still had a great yoy growth but not so great qoq. Its PE is in the similar range of JD now. Both companies are great financially, but the temu website is so annoying to use (no namebrand products at all, the description is not standardized). I suspect that pdd would be hard to retain the customers and sellersRotation/money flow is coming from PDD into JD. We had the best earnings so far compared with big competitors like Baba <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> and PDD. Golden opportunity to buy here.</body></html>","text":"$JD.com(JD)$ PDD $PDD Holdings Inc(PDD)$ still had a great yoy growth but not so great qoq. Its PE is in the similar range of JD now. Both companies are great financially, but the temu website is so annoying to use (no namebrand products at all, the description is not standardized). I suspect that pdd would be hard to retain the customers and sellers Rotation/money flow is coming from PDD into JD. We had the best earnings so far compared with big competitors like Baba $Alibaba(BABA)$ and PDD. 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