ENTITY
PDD Holdings

PDD Holdings (PDD US)

1.1k
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.
more
Refresh
10 Oct 2023 09:54

Lalatech Holdings Pre-IPO - Refiling Updates - Growth and Profit Pickup but Valuation Gap Remains

Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note we talk about the refiling updates.

Logo
439 Views
Share
bearishSHEIN
10 Oct 2023 08:48

As a Group, Typical SHEIN & Temu Users in the US Lack Political Clout; Why It Matters

In this insight we explain why SHEIN's and Temu's youthful customer base in the US is a political liability, despite its attractive growth potential.

Logo
638 Views
Share
04 Oct 2023 09:50

J&T Global Express Pre-IPO - PHIP Updates - Managed to Grow but Isn’t Sustainable Yet

J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its upcoming Hong Kong IPO. In this note, we talk...

Logo
363 Views
Share
04 Oct 2023 09:41

J&T Global Express Pre-IPO, Part 5 | Analysis of H123 Performance | Updated EV Estimate US$9.1 Bn

In this insight we analyze the company's H123 performance in China and SE Asia, highlight growing competition from two larger players (SF,...

Logo
490 Views
Share
bearishShiyue Daotian
29 Sep 2023 16:40

Shiyue Daotian IPO - PHIP Updates & Quick Thoughts on Valuation

Shiyue Daotian (1892269D CH) is looking to raise up to US$108m in its Hong Kong IPO, after downsizing from an earlier reported float of US$200m.

Logo
Ethan Aw
454 Views
Share
x