PDD Holdings Stock Discussion

SFRE Keith : With respect to leadership concerns, Joseph Tsai and Eddie Wu are perceived to lack sufficient experience. Could you please provide an explanation for this perception, considering that both individuals have been with Alibaba since its inception?

SFRE Keith Thelord: In the highly competitive e-commerce market in China, are there any additional strategies that can be implemented to enhance sales revenue? It is evident that JD.com is also undertaking similar measures to regain its market share. A decline in market share directly impacts the company's profitability and shareholder value.
Furthermore, the company has initiated share repurchases and dividend payments as a means of compensating shareholders. It is possible that more time is required for Alibaba to regain its position as a market leader.

102559790 SFRE Keith: Joe tsai openly said his team spent much time discussing who are their customers (eg betw suppliers and online buyers)...frankly, it is such a simply discussion but joe tsai sounded it took alot of his team time to brain storm.

Thelord SFRE Keith: It is primarily the housing crisis in China that is causing all this. Eventually it will get resolved and price will follow suit

SFRE Keith Thelord: Indeed, the housing crisis is a significant concern that requires immediate attention. It is imperative that the Chinese government formulates and implements effective policies to address this pressing issue and work towards a positive resolution.

MomentumPython1337 : don't get value-trapped alibaba has been declining for years

101721316 : please use your brain  to think

102362254OP MomentumPython1337: I value your concern, but I view Alibaba as proof of resilience and adaptability. Challenges are opportunities for growth, and I choose to believe that it’ll overcome obstacles and thrive in the long run. But who really knows right? Ramping up share buybacks reflects Alibaba's confidence in its prospects. I remain hopeful

102362254OP 101721316: Ohhh oops… I was just planning to use my spleen to think

mr_cashcow : Online retail therapy, the only therapy we all willingly participate in

103057627 : shopee ($Sea (SE.US)$) taobao ($Alibaba (BABA.US)$) my default to search is what I desire is cheaper there.
shopee I buy everything under the sun esp korean noodle, korean skincare. shopee for their vouchers, discount with maribank. easy pickup points. simple return.
taobao for things I can't get locally. customised gifts. shipping quite fast.

redevilgiggs : i prefer shopee

Connie C : Im preferably Shopee ($Sea (SE.US)$.
Yes, will invest into it.
Customers will shop online and even more when the economy is not good.
Customers get 15 days return policy and 5 days guarantee delivery. Items selection from multiple countries in Asia Pacific. Free delivery voucher and Live discount voucher.  Play games and watch live to earn free coins. it's a good choice for spend and earn at the same time.

heng tw : like

71622310 : Yes, it’s a Chinese stock, super sensitive to policy no matter how strong the fundamental is.

White_Shadow : it's not pdd, pdd is great company.  it's the Chinese market.   Chinese anything stock wise is garbage, has been this way for some time.  I think it will eventually change but who knows when, I just buy more so when they do eventually break out you maximize your profit.