I aim to accumulate more of Alibaba. PDD i see not very diversified. Alipay portion is still a dormant cacash cow. Imagine PayPal still own by eBay.  Alipay has regional play.  #Baba

Alibaba and PDD: The Race for Market Supremacy Revenue and Profit Margin: Alibaba's Stroll vs. PDD's Sprint In 2024, Alibaba and PDD are battling for market supremacy. Alibaba, the seasoned veteran, reported a revenue of RMB 941,168 million (US$130,350 million) for the fiscal year ending March 31, 2024—an 8% increase. Their net income, however, was RMB 79,741 million (US$11,044 million), giving them a net profit margin of about 8.5%. Respectable, but not exactly headline-grabbing. Enter PDD Holdings, the sprightly newcomer, with a jaw-dropping 131% increase in revenue for the first quarter alone, reaching RMB 86,812.1 million (US$12,023.3 million). Their net income stood at RMB 24,418 million (US$3,382 million), translating to a beefy 28.1% net profit margin. If Alibaba is taking a leisure

Choosing between Alibaba (BABA) and Pinduoduo (PDD) depends on various factors including your investment goals, risk tolerance, and outlook on the Chinese e-commerce market. Here's a brief comparison to help you decide: ### Alibaba (BABA) 1. **Market Position**: Alibaba is a giant in the e-commerce sector with a diversified portfolio that includes online retail, cloud computing (Alibaba Cloud), digital media, and entertainment. 2. **Revenue Streams**: It has multiple revenue streams, reducing dependency on any single business line. 3. **Scale and Reach**: Alibaba's vast scale and established infrastructure provide significant advantages in logistics and technology. 4. **Profitability**: Historically, Alibaba has been more profitable compared to Pinduoduo. 5. **Risks**: Regulatory scrutiny,

Choosing between Alibaba (BABA) and Pinduoduo (PDD) depends on various factors including your investment goals, risk tolerance, and outlook on the Chinese e-commerce market. Here's a brief comparison to help you decide: ### Alibaba (BABA) 1. **Market Position**: Alibaba is a giant in the e-commerce sector with a diversified portfolio that includes online retail, cloud computing (Alibaba Cloud), digital media, and entertainment. 2. **Revenue Streams**: It has multiple revenue streams, reducing dependency on any single business line. 3. **Scale and Reach**: Alibaba's vast scale and established infrastructure provide significant advantages in logistics and technology. 4. **Profitability**: Historically, Alibaba has been more profitable compared to Pinduoduo. 5. **Risks**: Regulatory scrutin

PPD seems like a better business right now

$PDD Holdings Inc(PDD)$  For sure PDD. A lot of potential for upside 

$PDD Holdings Inc(PDD)$ 22nd pre-market earnings report , revenue +131% y/y, the highest growth rate in 21 years, 13% above the market consensus estimate, gross margin of 62%, 5% above the market estimate, net profit growth of +200%, 97% above the market consensus estimate.But the stock opened higher and stayed below 150 that day, and the options were even more IV Crush, with almost all Calls and PUTs due that week discounted.No coincidence, the pillar of the U.S. stock $NVIDIA Corp(NVDA)$ also announced earnings after the 22nd session, revenue +262.1% year-on-year, exceeding market expectations by 5%, of which the data center business +426.7% year-on-year; net profit +628% year-on-year.Pre-market gains ar

$Alibaba(BABA)$  WTH a company with so much cash flow now down to selling bonds!!!!! To get money to do share buyback. Come on if don't have money dont give dividends keep it and use it for other purposes to improve your co cash flow.

Xiaomi! $XIAOMI-W(01810)$  autonomous driving will be the next narrative after AI

Based on 12 Wall Street analysts offering 12 month price targets for PDD Holdings in the last 3 months. The average price target is $182.78 with a high forecast of $226.00 and a low forecast of $136.00. The average price target represents a 24.53% change from the last price of $146.77 $PDD Holdings Inc(PDD)$

Only kid will choose , let's buy both

I dont hold PDD, but i like $Alibaba(BABA)$

After analyzing the latest global headline fund positions in Chinese stocks, CICC found some interesting trends.Despite a small decline in the market value of Chinese stocks held by overseas capital management institutions in the first quarter, some large institutions such as $American Vanguard (AVD)$ Vanguard and Capital Group have bucked the trend by increasing their positions in Chinese stocks. This suggests that some leading investors still have faith in Chinese stocks despite the overall market trend of reducing holdings.Changes in investor positions by region reveal subtle differences in attitudes towards Chinese stocks across regions.The size of U.S. institutional investors' positions remained stable in the first quarter, with t

hello, i'he anthuciast for this post. I love u all

$Pinduoduo(PDD)$ Just announced 24th Q1's results blew up again, with revenue +131% y/y, the highest in 21 years and 13% higher than the market consensus, gross profit 62% 5% higher than the market's expectations, and net profit +200%, nearly double the market consensus!This volume, this growth rate, also on the AI leading Nvidia can be temporarily a comparison, can be said to be the light of the United States stock Nvidia, the light of the Chinese probability of Pinduoduo.Why did you get such a good performance?In terms of the domestic part, advertising revenue surged, much to the surprise of the market, and two reasons have to be mentioned for the 56% growth rate despite last year's high base:E-commerce is efficient in conversionE-co

Now is time for China stock to shine

I am ready to win!! You cant beat me!!

Overview: Pinduoduo (PDD Holdings) $PDD Holdings Inc(PDD)$  experienced a remarkable surge of 151% in its share price, contrasting sharply with the broader slump in Chinese tech stocks, such as Alibaba $阿里巴巴(BABA)$   and JD.com $JD.com(JD)$   , which dropped significantly. By November 2023, Pinduoduo surpassed Alibaba to become the most valuable e-commerce platform in China, reflecting its competitive edge despite a challenging market environment. This report evaluates Pinduoduo's potential for continued growth and sets a target price for its stock. E-commerce Performance: P