ENTITY
PDD Holdings

PDD Holdings (PDD US)

850
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 02 Oct 2023 07:00

Pinduoduo (PDD US): Growth Cadence Matters

We believe the street still significantly underestimates PDD's growth outlook for 2H23 but fails to see a slowdown in FY24. Getting the growth...

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Eric Chen
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bearishPDD Holdings 11 Sep 2023 16:04

Pinduoduo: Short Seller, Grizzly Research Raises Spyware Concerns About TEMU

Grizzly Research published a short-seller report on PDD, primarily accusing the shopping app “TEMU” of being malware/spyware capable of...

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bullishPDD Holdings 31 Aug 2023 08:05

[PDD Holdings (PDD US, BUY, TP US$107)]: Raise TP for GMV, Take Rate, Temu and Kuaituantuan

1) GMV growth hasn’t been significantly impacted by the competiton; 2) take rate could maintain due to continuous optimization of ad products; and...

bullishPDD Holdings 30 Aug 2023 18:02

Pinduoduo (PDD US): Don't Fight with PDD

PDD's blowout 2Q results cleared our concern around its growth slowdown. We expect US$9 billion net profit for FY23 and see 25% share price upside.

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Eric Chen
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bullishPDD Holdings 30 Aug 2023 09:28Broker Report

PDD Holdings (PDD US) – Consumer Wallet Share Gain Strategy Boosted Revenue and Earnings Growth

PDD Holdings (PDD) announced (29 Aug) 2Q23 results: revenue was up 66.3% YoY to RMB52.3bn, 22/21% ahead of our/Bloomberg consensus estimates

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