After reading the financial reports of many Internet giants this time, I can clearly feel the gap between them.
1. A great company does not complain and keeps moving forward. For example, $PDD Holdings (PDD.US)$ $MEITUAN-W (03690.HK)$ keeps their heads down and plays their cards more smoothly. $Futu Holdings Ltd (FUTU.US)$ can continue to grow under extremely bad conditions. In the financial report management overview and Niu Niuquan, I have never seen any complaints，this is very powerful;
2. Some other companies will habitually look for macro reasons, such as $Alibaba (BABA.US)$ , it is always the macro effect, but your competitor may be doing business with you alone, and their growth will explode;
3. The competitive landscape of the Internet industry is not good. Even $KUAISHOU-W (01024.HK)$ can grab quota in various territories. To what extent Douyin is so strong? What does the Internet say about the competition barriers? $TENCENT (00700.HK)$ is more obvious, others are not so obvious.
2. Some other companies will habitually look for macro reasons, such as $Alibaba (BABA.US)$ , it is always the macro effect, but your competitor may be doing business with you alone, and their growth will explode;
3. The competitive landscape of the Internet industry is not good. Even $KUAISHOU-W (01024.HK)$ can grab quota in various territories. To what extent Douyin is so strong? What does the Internet say about the competition barriers? $TENCENT (00700.HK)$ is more obvious, others are not so obvious.
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Denkamwe : I’ve never once felt that Baba was “complaining” or blaming macro reasons. As market leader, macro reasons may impact operations to a certain degree, but Baba’s management has proven time and time again that they’re adapting quickly and following through on their promises. They said they would pursue high quality, sustainable growth (read: profitable), and they said they would restructure and provided detailed plans on how they will unlock value.
lee… OP Denkamwe : They mentioned in the financial report that macro factors in January-February 2023 will drag down business income
Denkamwe lee… OP : To explain that this is a transitory event - time will tell if these are excuses to mask a lack of acquisition of new customers, or if PDD are gaining market share
lee… OP Denkamwe : Judging from the situation of competitors, the current market competition is becoming more and more fierce, and BABA needs to work harder
Denkamwe lee… OP : Agreed. PDD is also talking about intensifying competition but there’s a point here that’s important and where Baba has an advantage - Baba no longer has to keep throwing money at promotions like PDD does. PDD marketing costs have increased, while Baba still maintained cash and profit generation while slashing marketing costs
cutedog : Can’t believe futu can get this breathtaking Q1 report. Can’t believe such great ER got a stock dump.
ButterBull : Agreed,despite the macro issues,Futu shows a strong reports in all circumstances
假如的假如 ButterBull : Yes, wait for it
, where did you go in
good Dove_1310 : how do I add a specific option contract to my watch list?