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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bearishMSCI ACWI Index
13 Apr 2020 09:54

Major Indexes Testing Resistance

Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...

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06 Apr 2020 12:35

China Internet Weekly (6Apr2020): JD Founder Resigned, LK Cooked Book, BIDU & PDD's Odd Financing

JD.com (JD)’s founder resigned. Luckin Coffee (LK) cooked its books. Tencent (700 HK) WeChat Pay’s new function: consumer loan. Tencent (700 HK)...

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Ming Lu
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bullishApple
30 Mar 2020 12:14

China Internet Weekly (30Mar2020): Photos of Crowded Apple Retail Store, Dispute of BABA Vs. PDD

The Apple (APPL) retail store in the city center of Shanghai was crowded last weekend. China will lift the lockdown over Wuhan on April 8. Alibaba...

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Ming Lu
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25 Mar 2020 12:49

How Is China’s E-Commerce Penetration Shaping Up?

There is heavy regional disparity in e-commerce penetration in China.  Disposable income and urbanisation are two of the main drivers of...

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bullishTencent
19 Mar 2020 10:33

Tencent Sounds the Horn on the Next Big Battleground: Enterprise Collaboration

Tencent identified enterprise collaboration apps as the larger structural impact of the COVID-19 outbreak, as opposed to just increased demand for...

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