$PDD Holdings Inc(PDD)$ From m

From my research, Pinduoduo is about 90% of PDD's revenues as it currently stands. Therefore, I think the effects of the tariffs will be negligible for the PDD investment case. I guess it's still yet to be seen if the impending administration changes this. If the de minimis threshold is kept in place, growth will remain largely intact overall, given that the majority of Temu's sales are under $800.

PDD Drops 10%! Will You Buy the Dip Under $100?

Pinduoduo shares dropped over 10% after the company reported Q3 revenue of RMB 99.35 billion, missing the estimated RMB 102.83 billion. -------------------- What's your target price for PDD's decline? Consider to bottom at $90 or not?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":372278143352864,"tweetId":"372278143352864","gmtCreate":1731907079809,"gmtModify":1731998685478,"author":{"id":10000000000011024,"idStr":"10000000000011025","authorId":10000000000011024,"authorIdStr":"10000000000011025","name":"Karen Christopher","avatar":"https://static.tigerbbs.com/1f82ebb69e3d2120663f3d6bcbf0013a","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[{"themeId":"aa79a96f120143fe9914cf57b36baedd","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"PDD Drops 10%! Will You Buy the Dip Under $100?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":aa79a96f120143fe9914cf57b36baedd}&rnconfig={\"headerBarHidden\": true}","description":"Pinduoduo shares dropped over 10% after the company reported Q3 revenue of RMB 99.35 billion, missing the estimated RMB 102.83 billion.\n--------------------\nWhat's your target price for PDD's decline?\nConsider to bottom at $90 or not?","image":"https://community-static.tradeup.com/news/277f3722b689cde4571a80decdd32ce2"}],"images":[{"img":"https://community-static.tradeup.com/news/7e06706b5866aef8ecb071bb34b48030","width":"603","height":"322"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/7e06706b5866aef8ecb071bb34b48030","width":"603","height":"322"}],"html":"<html><head></head><body> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> <v-v data-views=\"1\"></v-v>From my research, Pinduoduo is about 90% of PDD's revenues as it currently stands. Therefore, I think the effects of the tariffs will be negligible for the PDD investment case. I guess it's still yet to be seen if the impending administration changes this. If the de minimis threshold is kept in place, growth will remain largely intact overall, given that the majority of Temu's sales are under $800.<img src=\"https://community-static.tradeup.com/news/7e06706b5866aef8ecb071bb34b48030\" tg-width=\"603\" tg-height=\"322\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> <v-v data-views=\"1\"></v-v>From my research, Pinduoduo is about 90% of PDD's revenues as it currently stands. Therefore, I think the effects of the tariffs will be negligible for the PDD investment case. I guess it's still yet to be seen if the impending administration changes this. If the de minimis threshold is kept in place, growth will remain largely intact overall, given that the majority of Temu's sales are under $800.<img src=\"https://community-static.tradeup.com/news/7e06706b5866aef8ecb071bb34b48030\" tg-width=\"603\" tg-height=\"322\"></body></html>","text":"$PDD Holdings Inc(PDD)$ From my research, Pinduoduo is about 90% of PDD's revenues as it currently stands. Therefore, I think the effects of the tariffs will be negligible for the PDD investment case. I guess it's still yet to be seen if the impending administration changes this. If the de minimis threshold is kept in place, growth will remain largely intact overall, given that the majority of Temu's sales are under $800.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/372278143352864","repostId":0,"isVote":1,"tweetType":1,"viewCount":305,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":354,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/372278143352864"}