ENTITY
PDD Holdings

PDD Holdings (PDD US)

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Analysis
Consumer DiscretionaryChina
PDD Holdings Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The Company focuses on digital economy so that local communities and small businesses can benefit from the increased productivity and new opportunities. PDD Holdings has built a network of sourcing, logistics, and fulfillment capabilities for its underlying businesses.
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10 Jul 2020 11:20

Blue Moon: No. 1 But No Exclusive Advantage, Observation on the Ground

We visited RT-Mart in Shanghai. We noticed that no brand takes an exclusive shelf. We also notice that all brands imitate others’ products. We...

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Ming Lu
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06 Jul 2020 10:26

China Internet Weekly (6July2020): Chinese Public Companies in Indian App Blacklist

We summarize a list of public companies which own the apps blacklisted by the Indian government. Alibaba (BABA)’s physical store, Freshippo, will...

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Ming Lu
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bearishLuckin Coffee
30 Jun 2020 17:27
Smartkarma Originals

Short-Sell Strategies – How to Get Teflon Coated?

This insight has been produced jointly by Shifara Samsudeen, ACMA, CGMA ​and Supun Walpola ​at LightStream Research ​ In this Smartkarma...

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bearishS.F. Holding
19 Jun 2020 07:32

TRACKING TRAFFIC/Chinese Express: May Volume Strong | Pricing Anemic | Value Capture Shrinking

May parcel volume was strong, with overall volume increasing 41.1% YoY. Inter-city shipments -- which account for the majority of shipments --...

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17 Jun 2020 17:07

"Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It Passes

Deceitful Chinese companies exploiting Americans. Cheaters, cheating at every turn. Flouting laws and swindling the elderly. Communists! Billions...

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