To The Moon

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 

$Alibaba(BABA)$ In considering the issuing $5 billion in convertible bonds; not coincidentally, a few days ago Jingdong announced its intention to offer an aggregate principal amount of $1.5 billion in 5-year convertible senior notesThe company intends to use the money for buybacks, as well as to develop its overseas business. $Alibaba Group Holding Limited(BABAF)$ Investment HighlightsDespite the drop in free cash flow, Alibaba still isn't short of money. But that doesn't mean it has enough dollars overseas. Therefore, in the current high dollar interest rate environment, it is very reasonable and normal operation to find relatively low cost convertible bonds. At the same time, the frictional costs of c

$PDD Holdings Inc(PDD)$ 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

5 quarters of gains, believe its on the road to higher profitability in view marketing expenses on temu drawing more consumers which translates to better margins now. so yeah, looking forward to the 6th quarter of growth!

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

$Pinduoduo(PDD)$ 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

I. Personal Insights Summary: 1. Alibaba's recent performance has been lackluster, particularly with its core retail segment, led by Taobao, showing weak performance. Despite continuous growth in international business, other segments have not demonstrated significant growth. 2. Alibaba Cloud, as the most prominent non-retail segment, performed reasonably well this quarter, significantly improving profitability despite modest revenue growth. 3. Alibaba's stock has been weak over the past two years, closely tied to its overall underwhelming performance. Even amid the recent rebound in Chinese stocks, Alibaba has lagged behind the market. Overall, I don't consider Alibaba a compelling investment at present. II. Financial Analysis: Revenue Growth Rebounds, Profitability Weakens Overall In ter

The Hang Seng Index has been extend its world-beating run-up from April, rising almost 5% this week, as stocks' beaten-down valuations drive inflows and the mainland's regulator pledged to support the offshore market by expanding the exchange link programme with the city and encouraging quality listings. Optimism is growing that China's recovery will gather further pace after two key cities of Hangzhou and Xian scrapped all restrictions on home purchases, and both imports and exports beat projections last month. Let's look into a few hot Chinese stocks in market. BABA Alibaba Group Holding, one of the world's largest e-commerce platforms, reported a 10-per cent jump in net profit, its biggest annual earnings growth since 2021, as its revenue beat analysts' forecasts in the financial

Investment HighlightsGame business "stops falling" and rebounds, old games revitalized, expectations and water flow hit three-year highs. Overall, compared with the bottom of the last quarter, Q1 game revenue of 48.1 billion, flat year-on-year, or better than market expectations.Domestic game revenue fell by 2 points, but the water flow began to rebound. The old games "King's Honor" and "Peaceful Elite" instead regained growth because of the new, and "Golden Shovel Shovel", a number of games, exceeded the market expectations in terms of water flow and also hit a new high, which also reflects the industry-wide rebound, as well as the fact that the influence of the old IPs is still important in the absence of explosive hand travel in the industry. In addition, in last year's Q4 was criticize

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

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

$Alibaba(BABA)$  $Alibaba(09988)$   $BABA Q4 was fine. Company still in clean-up / re-invigoration mode, seeing some macro green shoots, and expects growth + profits to re-accelerate in second half of this year. Story seems to be improving, and numbers may move higher [though hard to predict given fast-changing nature of Chinese business]. Valuation kind of laughable at 3.8x EV / TTM FCF and 5.3x EV / TTM FCF if assume equity investments are worth 50% of book value). Even w/ the modest recent rally, Chinese stocks are the cheapest they have ever been. So bear case is war followed by delisting -> 0. Bull case is no war and even

$HSI(HSI)$ was on a roll last week! After a record 10 consecutive gains last Monday, it surged even higher on Thursday and Friday, closing at 18,963.68 points, just shy of the 19,000 mark!In the news, Bloomberg quoted insiders saying that China is considering waiving the 20% tax on dividends for mainland investors investing in Hong Kong stocks through the Stock Connect program. This is to avoid double taxation between the two regions.CICC predicts that if this tax reduction is implemented, it'll further boost mainland investors' enthusiasm for Hong Kong stocks, especially those with high dividends. It'll give the market a short-term boost and improve liquidity in the long run.As a result, high-dividend sectors like banking saw explosive gains last

$Alibaba(BABA)$   Alibaba has been leveraging its vast cloud computing infrastructure to become a leading investor in China’s generative artificial intelligence start-ups, offering them credits to use the scarce network resources needed to train models rather than conventional cash-for-equity funding. The Chinese ecommerce giant is trying to replicate the success of Microsoft’s investment in the US leader, OpenAI, by taking stakes in prominent start-ups Moonshot, Zhipu, MiniMax and 01.ai. They have all been developing local versions of US applications such as OpenAI’s ChatGPT and Character.ai’s avatar chatbot. In one example, Alibaba led a $1bn fundraising round in Moonshot AI that valued the start-up at $2.5bn

Alibaba Earnings Preview: Will Alibaba's E-commerce and Cloud Business See A Turnaround In Q4? Chinese e-commerce and cloud behemoth $Alibaba(BABA)$   is set to report its Q4 FY24 results on May 14th. The report is expected to show only modest growth for the quarter, amid headwinds in the domestic e-commerce market and the company's cloud business seeing slow growth.  Consensus Estimates - The company is projected to achieve a revenue of 219.83 billion CNY, representing a year-over-year increase of 5.59%. - Earnings per share are expected to be 5.41 CNY, down 39.89% from the year-ago quarter. Taobao & Tmall Group and cloud business seeing slow growth Over Q3 FY’24, revenue from the company’s Ta

In US stock pre-market yesterday, $JD.com(JD)$ released their first-quarter earnings report, greatly exceeding market expectations, but the stock price reaction was flat.Revenue and ProfitsSpecifically, JD.com revenue was RMB260 billion in Q1, a 7% year-on-year increase. That's a significant acceleration compared to the previous two quarters, and it even exceeded analysts' predictions of RMB258.3 billion.But if the revenue is just a slight over-performance, their profits are stellar! Operating profit hit RMB7.7 billion, a whopping 19.8% increase year-on-year. Adjusted net income was RMB8.9 billion, far surpassing the 7.4 billion analysts expected.So how did they pull it off? It's all about the industry's cost-cutting and efficiency-boosting efforts.

$Alibaba(BABA)$ In considering the issuing $5 billion in convertible bonds; not coincidentally, a few days ago Jingdong announced its intention to offer an aggregate principal amount of $1.5 billion in 5-year convertible senior notesThe company intends to use the money for buybacks, as well as to develop its overseas business. $Alibaba Group Holding Limited(BABAF)$ Investment HighlightsDespite the drop in free cash flow, Alibaba still isn't short of money. But that doesn't mean it has enough dollars overseas. Therefore, in the current high dollar interest rate environment, it is very reasonable and normal operation to find relatively low cost convertible bonds. At the same time, the frictional costs of c

$Alibaba(BABA)$ $Alibaba(09988)$ revealed its Q4 results for fiscal year 2024 (ending March 31st) just now, which missed expectations, and its stock price fell 5% in pre-market:Specifically, Their revenue was 2218.7 billion yuan, a 6.6% increase year-on-year, slightly exceeding analysts' expectations of 2198 billion yuan.Looking at the different segments:Revenue for the Taobao and Tmall Group rose 3.7% year on year to 93.2 billion yuan;Revenue for the International Digital Commerce Group was 27.4 billion yuan, a whopping 45% increase;Revenue for the Local Services Group was 14.6 billion yuan, up 18.5%; Revenue for Cainiao was 24.56 billion yuan, a 29.8% increase; Revenue for the Cloud Intelligence Group

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

$PDD Holdings Inc(PDD)$ 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

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

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,

Overview of Market Dynamics: The global market landscape is evolving, with notable shifts driven by strategic partnerships and economic fluctuations. French luxury group LVMH $路易威登(LVMUY)$  and Chinese e-commerce giant Alibaba $阿里巴巴(BABA)$  are at the forefront of these changes, leveraging technology and market presence to enhance growth and resilience. Luxury Market Segment: LVMH's Strategic Expansion LVMH is set to deepen its partnership with Alibaba, capitalizing on the latter's cloud and artificial intelligence capabilities to boost its presence in China. This collaboration aims to accelerate LVMH's omni-channel business growth, integrating various shopping a

China cut down payments requirement of home buying to ALL TIME LOW — 15%. Mortgage rate also cut. It’s an end to the era of “home is for living in, not for speculation”.The property sector index surging another 6% from its double-bottoms, and industry leader Vanke limit up 10%.ImageMy Analysis on May 15th: