Pinduoduo

earnings are being released tomorrow (May 27thh) before market open. PDD historically beats earnings 25% of the time, with an average beat on earnings of 111.04%. Conversely, PDD historically misses earnings 75% of the time, with an average miss of 98.34%. By taking a weighted average (25% for earnings beats…

China is crashing. Are Chinese stocks uninvestable like a JP Morgan analyst said yesterday or are they too cheap to ignore? The MSCI China (Chinese DAX) lost 45% in the last 12 months & 24% in the last 4 weeks. What happened? Investors are afraid of a NASDAQ delisting of…

This week, Pinduoduo once surged by more than 7.5%, reaching a record high once again, with a total market value exceeding $100 billion USD. Subsequently, the stock market settled and the price fell, as the Market closed, Pinduoduo reported $78.00 USD, up 0.42%, with a total market value of $93.4…

The historical challenges of eCommerce and how companies overcame them — Almost everything you buy online has a 4–5x mark-up embedded in the price. That blue shirt you just bought for $100 and looks fabulous on you costs less than $15 to make. You’re not paying that high of a mark-up because eCommerce businesses are greedy. Most of them actually struggle…

The 6 Leading E-Commerce Businesses of Asia-Pacific Technology businesses in China are often perceived as Silicon Valley clones. Alibaba is the Amazon of China. Baidu is the Google of China. WeChat (a product of Tencent) is the Facebook/WhatsApp of China. And while this may have been true as these businesses were starting out, it’s a perception based…

Founded in 2015, listed in 2018 on the Nasdaq, Pinduoduo became the third-largest e-commerce player behind JD.com and Alibaba (Taobao/Tmall). — Upon Pinduoduo’s entry into the Chinese market, JD.com and Alibaba had already established dominance with a combined gross merchandise value exceeding $400 billion. These companies prioritized efficiency and optimizing the conversion funnel. In contrast, Pinduoduo chose to differentiate itself by introducing a novel concept of a social e-commerce platform that…

Across the globe, as the novel coronavirus moves us from communal spaces into the confinement of our homes, our social experiences are forced to adapt. Beyond the social networks we already know and use, we are finding new ways to integrate social into our online lives. At Y Combinator, we…

Originally published at Seedbx.com on December 21, 2020. Pinduoduo is the new charm in the already humongous e-commerce space in China. While Alibaba and JD.com continue to dominate the sector with 50.1% and 26.51% respectively of the total market share, recently Pinduoduo has been making significant inroads in the market…