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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bearishZKH Group
06 Dec 2023 09:30

ZKH Group Pre-IPO - Refiling Updates - Hardly Looks Any More Attractive

ZKH Group (ZKH US) is looking to raise about US$150m in its upcoming US IPO, after downsizing from an earlier reported float of US$300m.

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Ethan Aw
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05 Dec 2023 20:34

US Consumers Remain Resilient While Setting Record Sales During Black Friday and Cyber Monday

The CFA Institute published an insightful analysis of US Consumers, The Paper mentions: slower income growth, rising inequality, and demographic...

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05 Dec 2023 17:42

[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK

​Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...

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05 Dec 2023 17:12

[Blue Lotus Sector Update]: 2024 High Conviction Idea: Two Scenarios Towards Year End

​China growth equity faces geopolitical uncertainty in C3Q24 due to the US election, but a relief rally is expected in C1Q24. Blue Lotus prepared...

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05 Dec 2023 13:00

Atour Lifestyle Holdings Placement - Coming Back for Round Two This Year

Legend Capital (LC), one of the principal shareholders of Atour Lifestyle Holdings (ATAT US) , is looking to raise around US$124m through a...

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Ethan Aw
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