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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19 Jun 2023 15:15

J&T Global Express Pre-IPO Tearsheet

J&T Global Express (1936374D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. J&T Global Express (J&T) is a global logistics...

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16 Jun 2023 10:59Syndicated

CX Daily: China’s Faltering Recovery Is Good for Business — at Least if You’re Pinduoduo

Pinduoduo /: China’s faltering recovery is good for business — at least if you’re Pinduoduo Palestine-Israel /: Xi proposes three-point resolution...

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16 Jun 2023 09:07

China/Asia TMT Update-PDD/CPNG/SE/BEKE/BILI:PDD's Temu Plans to Come to ASEAN and South Korea

PDD/CPNG/SE: PDD's Temu plans to come to Southeast Asia and South Korea,KE Holding: New home sales remain lukewarm in May, BILI: Bilibili's top...

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bearishJD Property
15 Jun 2023 15:19

JD Property Pre-IPO - Initial Thoughts on Valuation

JD Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will discuss our initial thoughts on valuation.

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13 Jun 2023 09:57

JD/PDD/E-Commerce Sector Report: JD May Have Better-Than-Expected Performance in 618

Our recent channel check suggests that JD's YoY growth during this year's 618 may exceed 15%, higher than the 10% growth seen in 2022. We raise...

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