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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18 May 2020 06:49

Jd.com Secondary Listing: Do 1Q Results Give Further Support for Secondary Listing?

JD.com Inc (ADR) (JD US) shares closed at a new high after the reporting its 1Q20 results, with sales and margins ahead of expectations. JD.com is...

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16 May 2020 12:01

JD.com: 1Q20: Plowing Through COVID-19

I highlighted the e-commerce sector as one of the safe-haven sectors in my last thematic report, Strategy: Looking for Inspiration in the Time of...

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15 May 2020 16:21

Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps

Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...

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11 May 2020 09:35

Weekly (11May2020): Labor Day Online Sales up 36%, BABA & PDD on U.S. Blacklist

Labor Day vacation online sales increased 36.3% YoY. Alibaba (BABA) and Pinduoduo (PDD) are blacklisted by the Office of the U.S. Trade...

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Ming Lu
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bearishPDD Holdings
11 May 2020 08:42

Pinduoduo's Recent Moves Signal Desire to Develop Its Own Logistics Ecosystem

Recently, discount online retail platform Pinduoduo (PDD US) made two moves that indicate it plans to develop its own logistics ecosystem, as...

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