Pinduoduo: Key Takeaways from Our Discussion with the IR Team (Part I) – Cooked Books?
We reached out to Pinduoduo (PDD US)’s IR team for comment about the concerns we had in our previous note, Pinduoduo: Inflated Top Line, Inflated...
470 Views
JD.com: A Quick Look at Fundamentals Ahead of the HKEX Listing
Despite the recent rally in the share price, we believe it is still worth participating in JD.com Inc (ADR) (JD US)’s secondary listing at a...
380 Views
China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.
AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products. Kuaishou, the second largest short video app in China,...
334 Views
JD Secondary Listing - Early to File but Late to Launch Puts It in a Peculiar Position
JD.com Inc (ADR) (JD US) is said to be aiming to raise US$3.75bn via its secondary offering in Hong Kong, which will be launched later...
431 Views
Pinduoduo: Inflated Top Line, Inflated Bottom Line, and Inflated GMV?
We believe Blue Orca’s concerns about Pinduoduo (PDD US) in its short-seller report from two years ago are still broadly valid. PDD continues to...
768 Views