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Pinduoduo has just released its financial results for the first quarter.
Financial reports showed revenue growth of 131% and revenue growth of 202%, all of which far exceeded market expectations.
Although Pinduoduo's previous earnings also exceeded expectations, its stock price fell. The market reaction after the release of today's earnings report was lackluster.
Some factors in Pinduoduo's earnings report, such as cash flow, suggest that the quality and sustainability of the company's earnings may be poor.
In this post, I discussed why I was still optimistic about Pinduoduo before the earnings report was released, and explained why I downgraded my rating to “buy” even though I continued to be optimistic.
Financial report analysis
Pinduoduo (NASDAQ: PDD) has just released its first quarter earnings report. Earnings showed revenue growth of 131% and adjusted earnings per share (EPS) increased 202%. Both figures far surpassed analysts' expectations, and EPS in particular grew almost twice as much as expected. However, after the earnings report was released, the stock rose only slightly. As I will mention later, the lukewarm response to this explosive increase is not entirely unreasonable, as there are reasons to question the earnings figures in the report.
Market sentiment was very tense prior to the release of this earnings report. Coupled with the relatively good financial results of Alibaba (BABA), a new round of stock bull market has begun. Pinduoduo's strong financial performance also gave people hope for the continuation of this round of growth.
Despite this, Pinduoduo's wealth...
Pinduoduo has just released its financial results for the first quarter.
Financial reports showed revenue growth of 131% and revenue growth of 202%, all of which far exceeded market expectations.
Although Pinduoduo's previous earnings also exceeded expectations, its stock price fell. The market reaction after the release of today's earnings report was lackluster.
Some factors in Pinduoduo's earnings report, such as cash flow, suggest that the quality and sustainability of the company's earnings may be poor.
In this post, I discussed why I was still optimistic about Pinduoduo before the earnings report was released, and explained why I downgraded my rating to “buy” even though I continued to be optimistic.
Financial report analysis
Pinduoduo (NASDAQ: PDD) has just released its first quarter earnings report. Earnings showed revenue growth of 131% and adjusted earnings per share (EPS) increased 202%. Both figures far surpassed analysts' expectations, and EPS in particular grew almost twice as much as expected. However, after the earnings report was released, the stock rose only slightly. As I will mention later, the lukewarm response to this explosive increase is not entirely unreasonable, as there are reasons to question the earnings figures in the report.
Market sentiment was very tense prior to the release of this earnings report. Coupled with the relatively good financial results of Alibaba (BABA), a new round of stock bull market has begun. Pinduoduo's strong financial performance also gave people hope for the continuation of this round of growth.
Despite this, Pinduoduo's wealth...
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lunaplaza
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Hi, mooers!
Canada's Big Five Banks will release their earnings reports over the rest of the month, commencing with $The Toronto-Dominion Bank(TD.CA$ kicking off the reporting cycle on Thursday. Other banks including $Bank of Montreal(BMO.CA$, $Bank of Nova Scotia(BNS.CA$, $Canadian Imperial Bank of Commerce(CM.CA$, and $Royal Bank of Canada(RY.CA$ will follow the suit. How will the market react to the bank...
Canada's Big Five Banks will release their earnings reports over the rest of the month, commencing with $The Toronto-Dominion Bank(TD.CA$ kicking off the reporting cycle on Thursday. Other banks including $Bank of Montreal(BMO.CA$, $Bank of Nova Scotia(BNS.CA$, $Canadian Imperial Bank of Commerce(CM.CA$, and $Royal Bank of Canada(RY.CA$ will follow the suit. How will the market react to the bank...
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lunaplaza
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Initiation Date: October 2021
Strategy: Daily DCA $100/ day (exclude weekend), invest only in fund with proven annualized return of 5-6% pa, no commodities, gold, banks & properties, daily DCA on laggard first, then leaders and repeat the cycle, min: 23 funds, max: 30 funds.
Last Post: My Weekly Top 5 Funds (12/5/2024) - ATH and first time breaching $10,000 ROI figure…
Leader this week: US & technologies funds.
Loser...
Strategy: Daily DCA $100/ day (exclude weekend), invest only in fund with proven annualized return of 5-6% pa, no commodities, gold, banks & properties, daily DCA on laggard first, then leaders and repeat the cycle, min: 23 funds, max: 30 funds.
Last Post: My Weekly Top 5 Funds (12/5/2024) - ATH and first time breaching $10,000 ROI figure…
Leader this week: US & technologies funds.
Loser...
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lunaplaza
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$Arm Holdings(ARM.US$ Lucky i did the right thing buy liquidating this crab stock and shifted my Call positions into MARA before it broke up an hour ago ! Made enough for the month !!!!!
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lunaplaza
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$MBSB(1171.MY$
MBSB has been established in Malaysia for more than half a century. From a construction company to a financial institution, it evolved into today's bank... the process can be described as difficult and exciting. While growing up, even two soul figures died. Without further ado, I think MBSB would be a good company to hold for a long time. Here's my opinion.
1) After acquiring AFB, it is already a real bank. You need to know that our country is not like a foreign country; many banks are like grocery stores. In Malaysia, Bank LESEN can no longer apply. So getting this yellow card is like getting an endless stream of oil and water.
2) The famous master and his cold-eyed seniors have always been very optimistic about MBSB. You may not know MBSB, but as investors, we can't help but know Master Cynical. He is now the sixth largest shareholder in MBSB!!
3) MBSB acquired MIDF again in the previous year. This merger seems to have added strength, and the benefits are estimated to be gradually revealed in the next financial report!!
4) The dividends have always been very impressive!! It gave investors quite a few surprises. Those who received 8.5 cents believe there are many people. If you have a unique vision and have already invested in shares at a low price, I believe your MBSB dividend will exceed 10% a year in the future!! It's a very safe and sound investment; after all, it's a bank.
5) Since the reform, many favorable policies have been eliminated...
MBSB has been established in Malaysia for more than half a century. From a construction company to a financial institution, it evolved into today's bank... the process can be described as difficult and exciting. While growing up, even two soul figures died. Without further ado, I think MBSB would be a good company to hold for a long time. Here's my opinion.
1) After acquiring AFB, it is already a real bank. You need to know that our country is not like a foreign country; many banks are like grocery stores. In Malaysia, Bank LESEN can no longer apply. So getting this yellow card is like getting an endless stream of oil and water.
2) The famous master and his cold-eyed seniors have always been very optimistic about MBSB. You may not know MBSB, but as investors, we can't help but know Master Cynical. He is now the sixth largest shareholder in MBSB!!
3) MBSB acquired MIDF again in the previous year. This merger seems to have added strength, and the benefits are estimated to be gradually revealed in the next financial report!!
4) The dividends have always been very impressive!! It gave investors quite a few surprises. Those who received 8.5 cents believe there are many people. If you have a unique vision and have already invested in shares at a low price, I believe your MBSB dividend will exceed 10% a year in the future!! It's a very safe and sound investment; after all, it's a bank.
5) Since the reform, many favorable policies have been eliminated...
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lunaplaza
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I was very late to the party. This is just a short term play!
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lunaplaza
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$Greenwave Technology Solutions(GWAV.US$
good luck to you heidges, $0.5 is going to squeeze u dry dry.
good luck to you heidges, $0.5 is going to squeeze u dry dry.
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lunaplaza
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Former $NVIDIA(NVDA.US$ employee shares his insight into the industry and $NVIDIA(NVDA.US$ specific:
- $NVDA's moat is CUDA. It's the reason why everybody says; okay we'll just use $NVDA. The math behind LLMs that is being used right now has been around for many years, but making that work required hardware of speed that has only existed recently.
- ChatGPT started the gold rush. Now, everyone needs AI accelerators. He thinks that you will have many companies offering inference chips, ...
- $NVDA's moat is CUDA. It's the reason why everybody says; okay we'll just use $NVDA. The math behind LLMs that is being used right now has been around for many years, but making that work required hardware of speed that has only existed recently.
- ChatGPT started the gold rush. Now, everyone needs AI accelerators. He thinks that you will have many companies offering inference chips, ...
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