🥊Business Model: PDD VS BILI🥊

Pinduoduo (PDD) & Bilibili (BILI) both recently impressed investors with their latest earnings reports🤩🤩🤩 $Bilibili Inc.(BILI)$ $Pinduoduo Inc.(PDD)$ $Alibaba(BABA)$ $JD.com(JD)$ Since my last sharing with you on 29/11, both stocks have🚀🚀🚀🌕 & BABA & JD have rebounded as well. However, bothBILI & PDD outshined BABA & JD...

So let's look at PDD's & BILI's business model together🕵🏻‍♀️🕵🏻‍♂️


(1) PDD is 🇨🇳 's 3rd-largest e-commerce company after BABA & JD. 

⭐️ It initially differentiated itself by selling discount products in lower-tier cities, & it encouraged shoppers to team up to score even steeper discounts on bulk purchases. 

⭐️ Subsequently, it started to sell fresh produce🍅🥦🌽🫐🍇 at competitive prices by facilitating farm-to-table purchases, skipping over middleman retailers. 

⭐️⭐️ PDD’s status as an underdog in the Chinese e-commerce market has largely shielded it from the antitrust scrutiny that has throttled BABA’s growth over the past 2 years. PDD has also even likely benefited from the draconian restrictions against BABA.


(2) BILI’s streaming video platform hosts a wide range of licensed & user-created content. 

⭐️ It's a popular destination of ACG (anime, comics, and gaming) content, & it operates on a freemium model: Free users can watch ad-supported content, while its paid users gain access to ad-free streams & unlock additional content. 

⭐️ It also publishes video games, hosts digital comics online, & operates an e-commerce marketplace (which is integrated into BABA’s Taobao) for tie-in merchandise. 

⭐️⭐️ BILI’s popularity among Gen Z users enabled its streaming video platform to continue to gain new advertisers & flourish in the shadow of larger premium platforms like Tencent Video & $iQiyi Inc.(IQ)$ Its gaming business (26% of its revenue last quarter) also continued growing -even as Chinese regulators implemented tighter playtime restrictions for minors & limited their approvals of new video game licenses.

Would you choose BILI or PDD based on their business model fellow🐯🐯🐯❓Or wouldyou still choose BABA & JD despite their smaller rebound than BILI & PDD❓Do share your reasons for choosing❣️

@TigerStars @CaptainTiger @MillionaireTiger @Daily_Discussion (9/12)



# 💰 Stocks to watch today?(22 Nov)

Modify on 2022-12-10 09:24

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.

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  • b1uesky
    ·2022-12-10
    TOP
    $Bilibili Inc.(BILI)$ I think maybe license issues and censorship problems. while  $Pinduoduo Inc.(PDD)$ is having China huge market, she needs to have setup more diverse  her market shares and invest on more genuine items. There are quite of fake false items in electronic app.
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    • b1ueskyReplying toHome22
      [Cool]
      2022-12-10
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    • Home22
      👍🏻💪🏼
      2022-12-10
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    • LuckyPiggieReplying tob1uesky
      yap .. thats why i buy ma [LOL]
      2022-12-10
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  • LeilaLynch
    ·2022-12-10
    TOP
    Sill some upside to come, especially if the market goes green. It's moving toward bili value in Hong Kong
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    • LMSunshine
      Agree❣️Do you collect 🐯 coins?
      2022-12-10
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  • ChristKitto
    ·2022-12-10
    TOP
    this stock looks undervalued to me as compared with their US peers. Congrat to BILI Long-term Investors Reaping HUGE Gains
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    • LMSunshine
      Agree❣️Do you collect 🐯 coins?
      2022-12-10
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  • CatherineGunter
    ·2022-12-10
    TOP
    BILI up ~120% in 2 weeks. Has been great to us recently - Amazing trading vehicle.
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    • LMSunshine
      Agree❣️Do you collect 🐯 coins?
      2022-12-10
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  • CET 789
    ·2022-12-11
    [What] [What] [What]
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  • WonderElephant
    ·2022-12-11
    Not too sure if i have confidence in these stocks…
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  • Kabanotolog
    ·2022-12-11
    Китай не выбираю
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  • Fionng88
    ·2022-12-12
    Thanks for sharing
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  • HH浩
    ·2022-12-12
    Interesting comparison
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  • Svengers19
    ·2022-12-12
    Thanks for sharing
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  • Awkk
    ·2022-12-12
    Thanks for sharing
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    • mmcjb92
      t
      2022-12-12
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  • Desumond
    ·2022-12-12
    thanks for sharing!
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  • Zirong921
    ·2022-12-12
    Thanks for the sharing
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  • KyleGKS0816
    ·2022-12-12
    Thanks for sharing
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  • Isabel_Pan
    ·2022-12-13
    Ok
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  • LIAN230221
    ·2022-12-13
    [Miser][Miser][Miser]
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  • JcJc
    ·2022-12-13
    Ok
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  • Astroboy8218
    ·2022-12-12
    good
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  • ElsonLWT
    ·2022-12-12
    Thks
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  • momomomomo
    ·2022-12-12
    good
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