• Value_investingValue_investing
      ·2023-11-28

      PDD may surpass BABA and JD as China's largest e-commerce!

      $Pinduoduo Inc.(PDD)$ just released its third quarter results, the stock soared 16% in pre-market trading, and the market capitalization reached $181.4 billion, which is four times that of $JD.com(JD)$ $JD-SW(09618)$ and approaching $Alibaba(BABA)$ $Alibaba(09988)$'s $197.2 billion. The throne of China's largest e-commerce is about to change!PDD is the last of the three e-commerce giants to disclose third quarter reports. Though belated, the results have exploded, crushing Wall Street expectations in terms of revenue and profits:Specifically, PDD's revenue was 68.84 billion yuan
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      PDD may surpass BABA and JD as China's largest e-commerce!
    • koolgalkoolgal
      ·2023-11-27

      Are Amazon and Pinduoduo The Winners In Black Friday Sales?

      🌟🌟🌟It's that time of the year when retailers rub their hands in glee as shoppers shop till they drop in Black Friday and Cyber Monday sales.   In the US, Thanksgiving Day saw USD5.6 billion in online spending, an increase of 5.5% year over year.   Black Friday alone generated a whopping USD 9.8 billion in online sales  - up 7.5% from the previous year. Cyber Monday is even bigger!  It is the Biggest online shopping day of the year, driving a record USD 12 billion in spending.  That is up 6% year over year. $Amazon.com(AMZN)$  leads the global ECommerce market, boasting a worldwide revenue of USD 133.5 billion in 2022.  The days when you go to the shops early in the mo
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      Are Amazon and Pinduoduo The Winners In Black Friday Sales?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-11-30

      Why Bilibili is still Not Youtube?

      $Bilibili Inc.(BILI)$ plunged more than 12% after announcing its Q3 financial report, as investors have serious doubts about its commercialization capabilities despite cost reduction efforts leading to decreased losses. $BILIBILI-W(09626)$ In terms of performance, the revenue was 5.81 billion yuan, a mere 0.2% increase compared to the same period last year, meeting expectations but ranking at the bottom among Chinese concept stocks that released their Q3 financial reports. The mobile gaming segment continued to be weak, with a 33% year-on-year decrease but an 11% increase compared to the previous quarter. Advertising business showed growth of over 20%, which is similar to the industry average since Bilib
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      Why Bilibili is still Not Youtube?
    • JacksNifflerJacksNiffler
      ·2023-12-12

      Some Reasons to Buy the Cheapest-Ever Alibaba

      Some said, $Alibaba(BABA)$ should learn from $Pinduoduo Inc.(PDD)$ . I believe the core is simplifying complexity and focusing on the core business. If you carefully track the financial reports of major companies, you can see that they have already started to change. With the price falling aroud $70 again, i believe it is time to buy.Valuationboth multiples and discounted cash flow (DCF) indicates significant underestimating.MultiplesHow could a leading internet company in the largest developing country has a PE ratio of only around 10 times. How much future multiple (P/E) risk expectation does this imply? This means, Chinese people no longer doing business, or Alibaba have to continuously share its market
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      Some Reasons to Buy the Cheapest-Ever Alibaba
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-11-29

      How Temu contributes to PDD?

      $Pinduoduo Inc.(PDD)$ released excellen Q3 earnings with super-surprising revenue and profits beats, which leading the $NASDAQ 100(NDX)$ in Oct.28th.Temu, as we know the subsidiary of PDD, now has contributed to its parent company, with excellent performance in Black Friday.TEMU has the potential to recreate $Pinduoduo Inc.(PDD)$ . In Q3, Pinduoduo’s commission income (TEMU) doubled from Q2 to 29.2 billion RMB. TEMU has the potential to recreate Pinduoduo because cross-border e-commerce is a vast and promising field. Pinduoduo’s “hardcore strength reform” has disrupted the traditional players in the industry, and the combination of blue-collar and white-collar worke
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      How Temu contributes to PDD?
    • Selling For PremiumSelling For Premium
      ·2023-11-27

      Option Strategies: CRM, PATH, SNOW& PDD

      Hello everyone! Today I want to share some option strategies with you! 1. $UiPath(PATH)$ - Expected move is ~10%. Looking to sell puts at the 14 strike. Expiration date tbd, but will most likely have to go out to mid or late Dec to get decent premium. We weren't able to get assigned shares during the last earnings release. Will try again.ImageImage2. $Salesforce.com(CRM)$ - Expected move is ~5%. Targeting the 195/190 put spread or 190 naked put to sell. Expiration date tbd, but probs targeting Dec 8 or 15 for better premium. Primarily playing this for premium capture, but willing to accept assignment at 190 if we sell naked.ImageImage3.Earnings trade idea on $Snowflak
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      Option Strategies: CRM, PATH, SNOW& PDD
    • JacksNifflerJacksNiffler
      ·2023-11-28

      Unusual Option Talks? Who's gonna volatile?

      Most of the earnings season has passed, and the $S&P 500(.SPX)$ is also at a relatively high level, indicating that there may be some divergences at the moment.Divergence implies that it is difficult to form a one-sided market. There may be a tendency for consolidation before one side gains an advantage. From some unusual options movements on November 27th, we can identify some stocks that may experience volatility. $Charles Schwab(SCHW)$ has been closely observed by the market regarding its liquidity after the Silicon Valley Bank incident. Its two recent earnings reports had both positive and negative aspects, and it has been consolidating throughout November without any upward or downward momentum.
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      Unusual Option Talks? Who's gonna volatile?
    • RickPANDARickPANDA
      ·2023-11-30
      $Pinduoduo Inc.(PDD)$ PCT: PDD V10.0 . PCT = Pandas Coffee Talk. Actually me PANDA wants to retract my this post statement about China Concept shares. But we Pandas need to say what need to say. (1)$Pinduoduo Inc.(PDD)$ is an outstanding share. Yes bulk discounts better than $Alibaba(BABA)$ . But. But it is still a China Concept share. And all these China concept shares is at a big risks of China GDP downturn corrections. Especially US is now cutting trades & moving all productions to US locally. (2) For$Pinduoduo Inc.(PDD)$ is started from china produces bulk discounts move to china manufacture
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    • TrendSpiderTrendSpider
      ·2023-11-29

      Trend Charts: U, COIN, TSLA, INTU, WMT, GDX, SPY& PDD

      Hello everyone! Today I want to share some potential stocks with you! Hope it can help you!The stocks are as follow: $Pinduoduo Inc.(PDD)$ Holdings hitting new 52-week highs in pre-market after crushing Q3 earnings expectations! ~EPS: $1.55 vs $1.16 est ~SALES: $9.44B vs $7.42B estImage $SPDR S&P 500 ETF Trust(SPY)$ Ascending channel breakdown + 8/21 EMA cloud crosses over bearish. Next significant volume shelf sits around ~$450.Image $VanEck Gold Miners ETF(GDX)$ breaking the neckline today, back above its 200 SMA for the first time since August!Image $Wal-Mart(WMT)$ 15 months of wedge support + 200 SMA was the perfect
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      Trend Charts: U, COIN, TSLA, INTU, WMT, GDX, SPY& PDD
    • StickyRiceStickyRice
      ·2023-11-28
      PDD surges on Q3 beat as Temu keeps wooing consumers $Pinduoduo Inc.(PDD)$  PDD's non-GAAP earnings per American depositary shares, or ADS, grew about 34.7% year-over-year to RMB11.61 ($1.55). The Chinese e-commerce giant's total revenues soared nearly 94% year-over-year to RMB68.84B ($9.44B). Both top and bottom lines surpassed analysts estimates. Revenue from online marketing services grew about 39% from RMB39.69B (5.44B), while revenues from transaction services soared 315% year-over-year to RMB29.15B (about $4B). "We continued to invest decisively in areas such as agritech, supply chain technology, and core R&D capabilities. Through these efforts, we aim to create our unique value," said Lei Chen, chairman an
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    • StickyRiceStickyRice
      ·2023-11-29
      Jack Ma praises rival PDD in internal memo, urges Alibaba to 'correct course' $Alibaba(BABA)$  Alibaba's (BABA) Co-Founder Jack Ma has urged the e-commerce giant to correct course in a surprise internal memo calling for fundamental changes, Bloomberg News reported. Ma surprised by replying to a staff post on Alibaba's internal forum and praised decisions taken in recent years by competitor PDD (PDD) to take market share from the company, the report added. However, Ma was convinced that Alibaba will change and "correct its course," as per a post confirmed by people familiar with the forum. Ma's activities have been a topic of discussion since 2020, when he stepped away from the limelight after China's crackdown on Ali
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    • VideoLoungeVideoLounge
      ·2023-11-30
      [Jack Ma Urges Alibaba to ‘Correct Course’ in Internal Memo] Alibaba co-founder Jack Ma urged the company to correct course in a surprise internal memo, in which the billionaire called for fundamental change across the company he co-founded decades ago. Bloomberg's Henry Ren and Isabelle Lee join Caroline Hyde and Ed Ludlow to break it all down on "Bloomberg Technology." $Pinduoduo Inc.(PDD)$ $Alibaba(BABA)$
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    • HarmonicPatternsHarmonicPatterns
      ·2023-11-29

      Mid-term Pattern & Target Price of $PDD, $TWLO, $CLSK& $COIN

      Hello everyone! Today I want to share some techncial analysis with you! Hope it can help you!1.Called it! KABOOM . 65 target hit precisely on $Twilio(TWLO)$ . SUPERB!ImageImage2. $Pinduoduo Inc.(PDD)$ still on track! Beautiful upthrust today !ImageImage3. $Coinbase Global, Inc.(COIN)$ Still on track! As it continued, anticipate volatility.Image4.Called it! KABOOM Projected price target of 6.40 hit precisely on $CleanSpark, Inc.(CLSK)$ . Fantastic!ImageImageFollow me to learn more about analysis!!https://twitter.com/AltcoinGem
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      Mid-term Pattern & Target Price of $PDD, $TWLO, $CLSK& $COIN
    • MyrnaNorthMyrnaNorth
      ·2023-12-01
      $Pinduoduo Inc.(PDD)$ Tired of reading some comparing this stock to Baba $Alibaba(BABA)$ $Alibaba(09988)$ . Where's baba growth? A stock reflects future prospects. This company's revenue doubled compared to same period last year, profit is 60% up do poeple understand these nbrs? With this trend this company can threatens amazon $Amazon.com(AMZN)$ in few years. Short term this stock is up, enjoy the profit. They are competing with AMZN. Very cheap under 220 !! I am raising target from 200 to 220 !
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    • ysawmysawm
      ·2023-11-29
      $Pinduoduo Inc.(PDD)$   The competition between Pinduoduo (PDD) and Alibaba (BABA) in the Chinese e-commerce market has been intense. Predicting short-term market cap changes can be challenging, as they are influenced by various factors like financial performance, market trends, and news events. When considering investments, I would encourage thoroughly researching both companies, analyzing their financial health, growth prospects, and market positioning. Personal preferences in investment choices vary, so it's essential to align your investment strategy with your risk tolerance and financial goals. Regarding Temu, I have not used it and would not comment much.
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    • GriseldaBrownGriseldaBrown
      ·2023-11-28
      You all need to relax. When a company gets so large you should not be expecting 50% year on year growth, that very rarely happens even for US companies. PDD $Pinduoduo Inc.(PDD)$ is small and growing at the same growth BABA $Alibaba(BABA)$ grew at in its infants years. If you do not like Alibaba then sell it and buy PDD. Why complain? The market does not know or care about you. I LOVE that BABA stock is down this low. In 30 years from now it wont be same the price. Long term outlook, stocks only and spreading your portfolio out across multiple sectors and countries is key. Everyone to their own though.
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    • BorisBackBorisBack
      ·2023-11-28

      Temu power continues to rock growth

      $Pinduoduo Inc.(PDD)$ nice quarterly results. the 39% OMS growth is the key catalyst as Temu power continues to rock growth while posting profitsa mentor once told me:"buy the market share gainers and short the share losers"it's proven to be a good strategy for the most part and in this case buy PDD and sell BABA $Alibaba(BABA)$ $Alibaba(09988)$ , etcbought cause of Technicals and Temu
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      Temu power continues to rock growth
    • CatherineGunterCatherineGunter
      ·2023-11-28
      $Pinduoduo Inc.(PDD)$ It seems that speculators only have eyes for growth.ADS count increased by 16% from the same period one year ago.FY23 revenue annualizes to 29b: grow that 20% per year over the next 5 years, apply the current 23% profit margin, 5% annual dilution and a 15-20 terminal multiple: discoutning at 10%, you get 83-110. It's almost looks too good to be true. Enjoy the 💶👍
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    • LeilaLynchLeilaLynch
      ·2023-11-28
      Wake up.....go to Temu.com and see what is behind this run. Also, you can buy things using Pay Pal, if you don't feel safe giving out your bank number. Must be a million things to buy, not top of the line but in this economy, they are priced right and PDD is spreading across the globe. Still up from here...Next quarter report will include giant November sales and Xmas.$Pinduoduo Inc.(PDD)$
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    • LeilaLynchLeilaLynch
      ·2023-11-28
      $Pinduoduo Inc.(PDD)$ Omg i just discovers Website called shoptemu. Things are dirt cheap and Chinese but most of them are on AMZN $Amazon.com(AMZN)$ for 2x - 3x the price. Anyone has an experience with it?if you really like it, you also maybe think about buying shares in Pinduoduo, Temu’s parent company. Trades on Nasdaq $NASDAQ(.IXIC)$ . I got some around $22 ps back in 2018
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