Are Internet giants worth investing in after Alibaba's 'worst' quarterly report?
Last time we talked about the appearance of Tencent $TENCENT(00700.HK$ , Ali $BABA-SW(09988.HK$ and Meituan $MEITUAN-W(03690.HK$ , today we will continue to talk about JD.com $JD-SW(09618.HK$ , Pinduo $PDD Holdings(PDD.US$ , and station b $BILIBILI-W(09626.HK$
Why am I optimistic about JD.com better than Pinduoduo?
First, the reason why $JD.com(JD.US$ and $Alibaba(BABA.US$ are on the same level is because of the business model, and JD’s business model is indeed advanced, which ultimately allows JD to have a certain delicate and stable customer base.
The reason why Pinduoduo sits on an equal footing is because it has found new audiences and made the channel sink. The independence of the business model is not strong, and the success stems from digging into sinking customers.
Second, JD has an independent ecosystem. JD, JD Express, JD Digital, JD Finance, etc. The ecological power of Pinduoduo is far inferior to JD.com.
Because the business model has accumulated stable customers and built an independent ecosystem, it means that Jingdong has very good defensive capabilities. At the same time, there are more possibilities.
$Bilibili(BILI.US$ $'s specialty is long video. But station b has two advantages that other video sites have no snacks:
Fans of the station have the first attraction.
The fans of station b belong to station b, not a certain program of station b or a certain celebrity original of station b. Users of station b can I love station b, but there won’t be any $iQIYI(IQ.US$ users say I love iQiyi. Vigorous hypermedia for fans at station b nearby in China.
But the stickiness of Mango Super Media comes from fans' love for mango's star-making and variety quality, not from mango fans' love for mango.
Second, station b has a large number of excellent up hosts.
Video sites need to constantly update videos to attract traffic. However, the official purchase of copyrights, independent variety shows, etc. are not as direct, effective and cheap as better promotion of the traffic generated by the owner's own creation.
Therefore, as time gets longer and longer, the advantages of station b will become more and more obvious.
Why am I optimistic about JD.com better than Pinduoduo?
First, the reason why $JD.com(JD.US$ and $Alibaba(BABA.US$ are on the same level is because of the business model, and JD’s business model is indeed advanced, which ultimately allows JD to have a certain delicate and stable customer base.
The reason why Pinduoduo sits on an equal footing is because it has found new audiences and made the channel sink. The independence of the business model is not strong, and the success stems from digging into sinking customers.
Second, JD has an independent ecosystem. JD, JD Express, JD Digital, JD Finance, etc. The ecological power of Pinduoduo is far inferior to JD.com.
Because the business model has accumulated stable customers and built an independent ecosystem, it means that Jingdong has very good defensive capabilities. At the same time, there are more possibilities.
$Bilibili(BILI.US$ $'s specialty is long video. But station b has two advantages that other video sites have no snacks:
Fans of the station have the first attraction.
The fans of station b belong to station b, not a certain program of station b or a certain celebrity original of station b. Users of station b can I love station b, but there won’t be any $iQIYI(IQ.US$ users say I love iQiyi. Vigorous hypermedia for fans at station b nearby in China.
But the stickiness of Mango Super Media comes from fans' love for mango's star-making and variety quality, not from mango fans' love for mango.
Second, station b has a large number of excellent up hosts.
Video sites need to constantly update videos to attract traffic. However, the official purchase of copyrights, independent variety shows, etc. are not as direct, effective and cheap as better promotion of the traffic generated by the owner's own creation.
Therefore, as time gets longer and longer, the advantages of station b will become more and more obvious.
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TPO16888 : The question should be, can we still invest in Hong Kong and China? Mr Xi really destroy these companies especially Alibaba.
MrLi InvestmentOP TPO16888: Alibaba can invest, but it’s harder to make more money
TPO16888 MrLi InvestmentOP: Don’t lose money can le… everyday drop…. Buy singapore stock also better