Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google. Opens in new tab
bullish
PDD Holdings
Watchlist
[Pinduoduo (PDD US) Target Price Change]: Cut TP for Higher Losses from Temu
Equity Bottom-Up
569 Views
01 Mar 2023 01:40
We recently conducted interviews with Temu and Shein merchants and we expect Temu to be more aggressive in expansion. Most metrics of Temu are improving, and it creates increasing pressure on Shein.
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 10-minute read)
Related Insights
More »
Loading
Trending Collections
More »
Equity Bottom-Up
Japan
Philippines
Sell / Short Ideas
Event-Driven
India
Pair Trades and Long/Short Ideas
South Korea
Unpaywalled Insights
Cross Asset Strategy
Trending Insights
More »
Kokusai Electric (6525 JP): Small Index Impact for Now, but Could Lead to Something Bigger
[Japan ECM] Kokusai Elec (6525) Offering - Expect It Very Well Bid, and the Back End Squeezy
Toyota Industries (6201 JP): Vocal Activism Gathering Pace
Labour’s Collapsing Credibility
S&P/ASX 200 Outlook Following Proposed Index Rule Review
Top Unpaywalled Insights
More »
US Equities Hit All-Time Highs—but Are Markets Ignoring Growing Risks?
Why America's Manufacturing Dreams Might Be Economic Nightmares
Systematic Global Macro: Data, AI, and Models Are Reshaping Investing | New Barbarians AI Agent #05
China Housing - A Mid-Year Check
Rising OPEC+ Supply & Weak Demand To Drag Crude Price Lower
Discussions
(Paid Plans Only)
Price Chart
(Sign Up to Access)
Insight Stream
Pinduoduo(PDD US): The Worst Is yet to Come
25 May 2023
[PDD Holdings Inc. (PDD US, BUY, TP US$95) Earnings Preview]: BUY on Expected Margin Beat
18 Apr 2023
[PDD US]: Slowing Growth but Still Best-In-Class, Cut TP Maintain BUY.
22 Mar 2023
Pinduoduo: Entering the Big League
27 Feb 2023
Pinduoduo (PDD US) – Resilient GMV growth to sustain in 2023
17 Feb 2023
Pinduoduo: Untaming TEMU Through $100 Coupons
07 Feb 2023
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.10
x