In the earnings call, they stated they are not overly focused on performance fluctuations and welcome healthy competition, emphasizing compliance capabilities for overseas operations. This marks the fifth consecutive quarter where Pinduoduo has outperformed market expectations. Q1 saw transaction services revenue surge 327% to $44.36 billion, surpassing online marketing to become the largest revenue source. Pinduoduo indica...
David Tepper’s Appaloosa Management more than doubled its investment in Alibaba$アリババ・グループ・ホールディング(BABA.US)$in the first three months of the year, making the Chinese e-commerce giant the biggest position in its $6.7 billion equity portfolio. The fund also raised its stakes in$PDDホールディングス(PDD.US)$and$バイドゥ(BIDU.US)$, while adding$JD.COM(京東商城)(JD.US)$and two Chinese ETFs as new buys during the quarter. At the same time, Tepper scaled back on companies including$JD.COM(京東商城)(JD.US)$and two electronic vehicl...
HSBC Global Research presents its top recommendations for Chinese new economy stocks, highlighting the most promising opportunities for investors. Despite ongoing challenges, these stocks stand out for their strong performance, defensive strategies, and growth potential. Top Picks: 1.$美団点評(03690.HK)$: Continues to lead the food delivery sector and poised for growth in in-store businesses. 2.$テンセント(00700.HK)$: Support...
South Korea's antitrust regulator has launched an inspection into China's Temu$PDDホールディングス(PDD.US)$shopping app on suspicions of the retail platform's false advertising and other unfair business practices, officials said Monday. Last week, Ko Hak-soo, the chairperson of the Personal Information Protection Commission, told reporters that the watchdog is looking into how Chinese e-commerce firms, such as Temu and AliExpress$アリババ・グループ・ホールディング(BABA.US)$, have been collecting and using consumer data am...
AliExpress celebrates 100 days of its semi-consignment operation, marking significant growth. The platform registers 20,000 merchants, witnessing a remarkable 100% increase in orders in March alone. Semi-consignment model gains traction and enters a phase of rapid expansion, demonstrating its viability. AliExpress intensifies investment in the "Ten Billion Subsidy Helps Brands Go Global" program, enhancing support for merchants. The i...
BABA's AliExpress is gearing up for its "10 Billion Subsidies for Brands Going Overseas" program, with 1,000 quotas available for the first batch. The initiative aims to attract renowned brands like Huawei$ファーウェイ香港(LIST0795.SH)$, LENOVO GROUP$聯想集団(00992.HK)$,$小米集団(01810.HK)$, and DJI, along with major merchants from$アマゾン ドット コム(AMZN.US)$. This program, rumor...
In just 72 hours, a meticulously orchestrated onslaught against retail investors unfolded, offering yet another sobering lesson: 1. Market Action: From Wednesday through Friday, the market behavior witnessed in the past three trading sessions resembled a textbook example: March 20th - Tombstone Candlestick: An explosive earnings report triggered an initial surge, propelling the stock to a high of 150 before swiftly reversin...
- Pinduoduo's 2023 GMV: ¥4.05 trillion.
- Douyin E-commerce's 2023 GMV: Approximately ¥2.7 trillion (though initially reported as ¥2.2 trillion, the higher figure includes contributions from "product cards").
- Douyin E-commerce's 2024 GMV Target: ¥4 trillion, nearly a 50% increase from 2023.
Comparison with Major E-commerce Players:
- Alibaba's 2023 GMV: ¥7.2 trillion.
- Pinduoduo's 2023 GMV: ¥4.05 trillion.
Strategic Moves:
- Price...
This marks the fifth consecutive quarter where Pinduoduo has outperformed market expectations. Q1 saw transaction services revenue surge 327% to $44.36 billion, surpassing online marketing to become the largest revenue source. Pinduoduo indica...
The fund also raised its stakes in $PDDホールディングス(PDD.US)$ and $バイドゥ(BIDU.US)$ , while adding $JD.COM(京東商城)(JD.US)$ and two Chinese ETFs as new buys during the quarter.
At the same time, Tepper scaled back on companies including $JD.COM(京東商城)(JD.US)$ and two electronic vehicl...
$アリババ・グループ・ホールディング(BABA.US)$ $阿里巴巴集団(09988.HK)$ $京東(09618.HK)$ $JD.COM(京東商城)(JD.US)$ $PDDホールディングス(PDD.US)$ $ピンドゥオデュオのコンセプト(LIST0724.SH)$ $美団点評(03690.HK)$ $Meituan ADR(MPNGY.US)$ $Global X MSCI China Consumer Discretionary ETF(CHIQ.US)$
1. $美団点評(03690.HK)$ : Continues to lead the food delivery sector and poised for growth in in-store businesses.
2. $テンセント(00700.HK)$ : Support...
Last week, Ko Hak-soo, the chairperson of the Personal Information Protection Commission, told reporters that the watchdog is looking into how Chinese e-commerce firms, such as Temu and AliExpress $アリババ・グループ・ホールディング(BABA.US)$ , have been collecting and using consumer data am...
The platform registers 20,000 merchants, witnessing a remarkable 100% increase in orders in March alone.
Semi-consignment model gains traction and enters a phase of rapid expansion, demonstrating its viability.
AliExpress intensifies investment in the "Ten Billion Subsidy Helps Brands Go Global" program, enhancing support for merchants.
The i...
This program, rumor...
1. Market Action: From Wednesday through Friday, the market behavior witnessed in the past three trading sessions resembled a textbook example:
$Global X MSCI China Consumer Discretionary ETF(CHIQ.US)$ $阿里巴巴集団(09988.HK)$ $テンセント(00700.HK)$ $美団点評(03690.HK)$ $小米集団(01810.HK)$ $ピンドゥオデュオのコンセプト(LIST0724.SH)$ $PDDホールディングス(PDD.US)$ $京東(09618.HK)$ $BYD(01211.HK)$
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