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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21 May 2020 13:27

China ADRs Secondary Listing - Holding Foreign Companies Accountable Act - I'm Coming Home

Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...

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bullishS.F. Holding
19 May 2020 07:57

TRACKING TRAFFIC/Chinese Express: ASPs Fell 21-34% YoY in April on Competition, Growth of Low-End

Chinese express parcel volume grew by 32% YoY in April, the strongest growth so far in 2020 (growth in the key inter-city segment was even...

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18 May 2020 17:54

Alibaba - No Softbank Placement Overhang, Going into HSI and HSCEI

In Mar 2020, Softbank Group (9984 JP) had announced that it would sell assets worth US$41bn in order to fund the repurchase of US$18bn worth of its...

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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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