Pinduoduo Concept
- 1390.798
- +15.101+1.10%
Trading Nov 22 09:48 CST
1391.439High1355.567Low
1369.993Open1375.698Pre Close3.38MlotVolume17Rise135.75P/E (Static)2.94BTurnover--Flatline135.75P/E (TTM)138.31BFloat Cap11Fall2.15%Turnover Ratio
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Over the weekend, "officials and analysts" in China pointed to ramped-up efforts to boost consumer spending in the last two months of the year.
This will coincide with the 11.11 SinglesDay shopping event that typically marks the highlight of retail spending in the country.
$BABA-W (09988.HK)$ $Alibaba (BABA.US)$ $MEITUAN-W (03690.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$ $JD-SW (09618.HK)$ $JD.com (JD.US)$
This will coincide with the 11.11 SinglesDay shopping event that typically marks the highlight of retail spending in the country.
$BABA-W (09988.HK)$ $Alibaba (BABA.US)$ $MEITUAN-W (03690.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$ $JD-SW (09618.HK)$ $JD.com (JD.US)$
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China's debt, demographic and deflationary issues remain difficult, especially the cycle of debt and deflation remains problematic, with the poor performance of consumption stimulus measures, Morgan Stanley released a research report saying.
Morgan Stanley believed that the e-commerce sector in China will still face much uncertainties in the next 2 years as the rebound in the China market has passed...
Morgan Stanley believed that the e-commerce sector in China will still face much uncertainties in the next 2 years as the rebound in the China market has passed...
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BlackRock radically revised down its holdings in the Chinese e-commerce company, $PDD Holdings (PDD.US)$ from 132 million shares disclosed on Monday to 33.01 million shares revised on Tuesday, and the percentage of shares in Pinduoduo was revised from 9.5% to 2.4%, according to a US SEC filing.
$Pinduoduo Concept (LIST0724.SH)$ $KraneShares CSI China Internet ETF (KWEB.US)$
$Pinduoduo Concept (LIST0724.SH)$ $KraneShares CSI China Internet ETF (KWEB.US)$
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Food prices rose while beef, motton, eggs and chicken prices extended decline.
Domestic gasoline prices fell 2.9% m/m. Fuel vehicle prices dropped by 6.1% y/y, NEVs down 6.9%.
Travel season ended, flight tickets and hospitality dropped 14.1% and 5.6% y/y respectively.
Pork prices rise by 16.2% y/y, +0.1 PPS vs Aug.
$Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$ $NASDAQ Golden Dragon China (.HXC.US)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$ $BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$
Domestic gasoline prices fell 2.9% m/m. Fuel vehicle prices dropped by 6.1% y/y, NEVs down 6.9%.
Travel season ended, flight tickets and hospitality dropped 14.1% and 5.6% y/y respectively.
Pork prices rise by 16.2% y/y, +0.1 PPS vs Aug.
$Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$ $NASDAQ Golden Dragon China (.HXC.US)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$ $BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$
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Well, maybe not all. But close.
Global e-commerce sales are expected surpass $8T & account for ~30% of total retail sales by 2027 -- let's take a look at where the top companies stand based on 2025 FCF
$Sea (SE.US)$ $Shopify (SHOP.US)$ $MercadoLibre (MELI.US)$ $Global-E Online (GLBE.US)$ $Amazon (AMZN.US)$ $Coupang (CPNG.US)$ $Pinterest (PINS.US)$ $Etsy Inc (ETSY.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$
Global e-commerce sales are expected surpass $8T & account for ~30% of total retail sales by 2027 -- let's take a look at where the top companies stand based on 2025 FCF
$Sea (SE.US)$ $Shopify (SHOP.US)$ $MercadoLibre (MELI.US)$ $Global-E Online (GLBE.US)$ $Amazon (AMZN.US)$ $Coupang (CPNG.US)$ $Pinterest (PINS.US)$ $Etsy Inc (ETSY.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$
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U.S.-listed Chinese companies and ETFs saw significant gains Thursday following reports of new economic support measures from Beijing.
Key Developments
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Stimulus Plan: Beijing plans to inject around $140 billion into its largest state banks to bolster the economy, marking its first major move since the 2008 financial crisis.
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Fiscal Support: China’s leaders are committed to fiscal spending aimed at reviving the housing market and stab...
Key Developments
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from US 
OECD PREDICTS CHINA'S 2024 GROWTH AT 4.9% AND 2025 AT 4.5% (REMAINS UNCHANGED)
OECD MAINTAINS 2024 U.S. GROWTH AT 2.6%, LOWERS 2025 TO 1.6%.
OECD PREDICTS JAPAN'S ECONOMY TO SHRINK BY 0.1% IN 2024 (PREVIOUSLY +0.5%), FORECASTS 1.4% GROWTH IN 2025 (PREVIOUSLY 1.1%)
OECD PREDICTS 2024 EUROZONE GROWTH AT 0.7% (UNCHANGED), LOWERS 2025 FORECAST TO 1.3% (PREVIOUSLY 1.5%)
$Hang Seng TECH Index (800700.HK)$ $Hang Seng Index (800000.HK)$ $Hang Seng H-Share Index ETF (02828.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $BABA-W (09988.HK)$ $NASDAQ Golden Dragon China (.HXC.US)$ $Nasdaq Composite Index (.IXIC.US)$
OECD MAINTAINS 2024 U.S. GROWTH AT 2.6%, LOWERS 2025 TO 1.6%.
OECD PREDICTS JAPAN'S ECONOMY TO SHRINK BY 0.1% IN 2024 (PREVIOUSLY +0.5%), FORECASTS 1.4% GROWTH IN 2025 (PREVIOUSLY 1.1%)
OECD PREDICTS 2024 EUROZONE GROWTH AT 0.7% (UNCHANGED), LOWERS 2025 FORECAST TO 1.3% (PREVIOUSLY 1.5%)
$Hang Seng TECH Index (800700.HK)$ $Hang Seng Index (800000.HK)$ $Hang Seng H-Share Index ETF (02828.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $BABA-W (09988.HK)$ $NASDAQ Golden Dragon China (.HXC.US)$ $Nasdaq Composite Index (.IXIC.US)$
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Now is as good a time as any for $PDD Holdings (PDD.US)$ 's management to come out with a press release to clarify what they said during the 2Q24 results briefing that left investors hanging and feeling uncertain about the company's future. This gap is worth 23% to the upside and reflects the market's disappointment with the guidance.
$Pinduoduo Concept (LIST0724.SH)$ $Hang Seng TECH Index (800700.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$
$Pinduoduo Concept (LIST0724.SH)$ $Hang Seng TECH Index (800700.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$
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Taobao/Tmall ( $BABA-W (09988.HK)$ ):
Market Share: Stable.
Growth: Expected high-single-digit GMV growth for the September quarter.
Monetization: Anticipated to improve with full-site promotions and technical service fees from September.
Pinduoduo $PDD Holdings (PDD.US)$ :
GMV Growth: Expected to outpace the broader market.
Monetization: May fluctuate due to ecological governance strategies.
JD.com $JD-SW (09618.HK)$ :
GMV Growth...
Market Share: Stable.
Growth: Expected high-single-digit GMV growth for the September quarter.
Monetization: Anticipated to improve with full-site promotions and technical service fees from September.
Pinduoduo $PDD Holdings (PDD.US)$ :
GMV Growth: Expected to outpace the broader market.
Monetization: May fluctuate due to ecological governance strategies.
JD.com $JD-SW (09618.HK)$ :
GMV Growth...
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