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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bearishPDD Holdings
11 Mar 2020 20:58

Pinduoduo (PDD): Some Positive Points in 4Q2019 Result, But Remain Cautious

There are some positive points in the 4Q2019 result, including revenue growth, operating cash  flow growth, and operating margin...

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Ming Lu
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bearishBaozun Inc.
07 Mar 2020 06:08

Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked

Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US)  management comments during their...

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bullishS.F. Holding
27 Feb 2020 07:45

TRACKING TRAFFIC/Chinese Express: January Mostly Weaker YoY, but SF Holding Posts Stellar Results

Chinese express parcel volume declined by 16.4% YoY in January, mainly due to the timing of the long Lunar New Year (LNY) holiday, which began on...

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bullishByteDance
13 Feb 2020 14:34

ByteDance (字节跳动) Pre-IPO: A Winner in 2020 Chinese New Year

ByteDance IPO is one of the major listings by Chinese TMT companies that we are looking forward to. The company was valued at USD 75 billion in a...

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bullishTencent
20 Jan 2020 11:06

China Internet Weekly (20Jan2020): 18,000 Game Developers Bankrupt, PDD Sued in 1,765 Lawsuits

The Weekly will be suspended for two weeks and be back on February 10, as normally Chinese authorities and companies do not release significant...

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Ming Lu
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