HK IPO WATCH: Shein - Behind the Seams!!
Shein Global Holdings reported 1% net revenue growth in the first half of 2026 as the online fashion retailer grapples with slowing demand and...
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PDD Holdings Goes All-In With CNY 100 Billion — Can Supply Chain Spending Pay Off?
PDD Holdings, Inc. reported steady revenue growth in the second quarter of 2026 amid ongoing investments in platform governance, supply chain...
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PDD Holdings (PDD US): Synthetic Expert Call Transcript (28 Aug 2026)
The death of the de minimis exemption has broken the pure cross-border e-commerce air-freight model. US customs codification in June 2026 and the...
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PDD Holdings (PDD US) - Focus on More Visible Growth Opportunities Amid a Challenging Environment
Operating profit (OP) increased 7.6% YoY to RMB27.8bn, 2% above consensus, driven by a 1.8ppt GPM beat and better-than-expected sales and marketing...
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PDD Holdings (PDD US): Synthetic Expert Call Transcript (29 Jul 2026)
The widely cited "$5 billion" net income swing is actually an RMB 5.3 billion (approx. US$730 million) negative variance in "other income/loss,...
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