NicoleChan
10-10

Great article, would you like to share it?

@DreamBig572：
$Alibaba(BABA)$ $BABA-W(09988)$ This is going to be pretty bad, I am afraid. This is heading below 100 in the next couple of days. Why not buy $PDD Holdings Inc(PDD)$ at same valuation and >10x revenue growth vs BABA (84% for PDD vs 6% for BABA in June Q)? Plus PDD owns hyper-growth Temu that hasn't even started contributing to earnings yet.
$Alibaba(BABA)$ $BABA-W(09988)$ This is going to be pretty bad, I am afraid. This is heading below 100 in the next couple of days. Why not buy $PDD Holdings Inc(PDD)$ at same valuation and >10x revenue growth vs BABA (84% for PDD vs 6% for BABA in June Q)? Plus PDD owns hyper-growth Temu that hasn't even started contributing to earnings yet.

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