$Pinduoduo Inc.(PDD)$ 4Q22 Pre

2023-01-10

$Pinduoduo Inc.(PDD)$ 4Q22 Preview: Expect Moderate Margin Beat

"We expect PDD to deliver relatively moderate beat in the upcoming earning, in contrast of strong beats in the last two quarters. The company’s momentum in fundamentals remains robust." - Shawn Yang (Blue Lotus Research Institute)

Key Points:
* We expect PDD’s total revenue in C4Q22 to be in line with cons., and non-GAAP net income to beat cons. by 9%.
* Faster-Than-Peers user growth, increase in brand product contribution and newly launched marketing program support PDD’s strong GMV trend and high take rate in the near term.
* Temu is moving to increase order volume and ASP to improve scale and save logistics cost.

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

JCKL488
2023-01-10
JCKL488
It’s coming back up
Dvdkoh
2023-01-10
Dvdkoh
good
kyawkh
2023-01-10
kyawkh
gd
lawgbk
2023-01-10
lawgbk
ok
Viv22
2023-01-10
Viv22
🌷
AbbyOng
2023-01-10
AbbyOng
Ok

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The company’s momentum in fundamentals remains robust.\" - Shawn Yang (Blue Lotus Research Institute) Key Points: * We expect PDD’s total revenue in C4Q22 to be in line with cons., and non-GAAP net income to beat cons. by 9%. * Faster-Than-Peers user growth, increase in brand product contribution and newly launched marketing program support PDD’s strong GMV trend and high take rate in the near term. * Temu is moving to increase order volume and ASP to improve scale and save logistics cost.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> 4Q22 Preview: Expect Moderate Margin Beat \"We expect PDD to deliver relatively moderate beat in the upcoming earning, in contrast of strong beats in the last two quarters. The company’s momentum in fundamentals remains robust.\" - Shawn Yang (Blue Lotus Research Institute) Key Points: * We expect PDD’s total revenue in C4Q22 to be in line with cons., and non-GAAP net income to beat cons. by 9%. * Faster-Than-Peers user growth, increase in brand product contribution and newly launched marketing program support PDD’s strong GMV trend and high take rate in the near term. * Temu is moving to increase order volume and ASP to improve scale and save logistics cost.</body></html>","text":"$Pinduoduo Inc.(PDD)$ 4Q22 Preview: Expect Moderate Margin Beat \"We expect PDD to deliver relatively moderate beat in the upcoming earning, in contrast of strong beats in the last two quarters. 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