ENTITY
PDD Holdings

PDD Holdings (PDD US)

999
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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bullishPDD Holdings
24 Mar 2024 20:00

Pinduoduo (PDD US): Growth Worries Overdone

​Disconnect between strong 4Q results and weak share performance pointed to growth concerns. Valuation expected to improve after growth bottoms out...

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Eric Chen
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bullishPDD Holdings
23 Mar 2024 15:19

[PDD Holdings (PDD US, BUY, TP US$159) TP Change]: Bargain Valuation, Even if Temu Disappears

​PDD beats estimates with improved take rate in China and Temu margin expansion, but future growth may be impacted by potential restrictions in the...

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bullishPDD Holdings
21 Mar 2024 09:01Broker

PDD Holdings (PDD US) - Still Has Potential to Improve Monetization

PDD Holdings (PDD) announced (20 Mar) 4Q23 results: revenue was up 123% YoY (4Q22: 46%; 3Q23: 94%) to RMB88.9bn, 11% ahead of Bloomberg consensus

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bullishPDD Holdings
21 Mar 2024 01:33

PDD (PDD): 4Q23, Time for Low Price Goods, Revenue up by 123% YoY

Both advertising and commission revenues grew dramatically in 4Q23. Chinese consumers are seeking low price goods. PDD’s overseas brand, TEMU, is...

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Ming Lu
267 Views
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bullishPDD Holdings
11 Mar 2024 07:00

Pinduoduo (PDD US): Pricing in an Imminent Slowdown

The market is looking beyond strong 4Q23 and pricing in an imminent slowdown in 1Q24 and renewed concern over potential US curb on TEMU. 30% share...

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Eric Chen
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