PDD& BABA: Better Rewards!

1.

Despite all the noise numbers tell us that $PDD Holdings Inc(PDD)$ is still gaining market shares in both China and international market.

Q1 2025 GROWTH IN CHINA:

• $Alibaba(BABA)$ +9%

• $JD.com(JD)$ +16% (government incentives boosted)

• $PDD Holdings Inc(PDD)$ +15% (GMV probably higher, revenue partially impacted by adv discounts)

Q1 2025 GROWTH IN INTERNATIONAL:

• If we consider Google trends Temu is outperforming Aliexpress and year over year.

• Looking at 2024 Temu GMV estimates PDD outperformed again Aliexpress and in growth rates.

• Same story with an even bigger gap for total App downloads.

• Obviously profitability of the model and retention rates will be the most important things in the long run, growth without profits worths less than 0.

2.

Bought more $Alibaba(BABA)$ and $PDD Holdings Inc(PDD)$ .

I still see better risk/reward in Chinese tech compared to US stocks.

During last months my China allocation decreased because of new US purchases so I decided to add on my positions, now I have a ~35% exposure to China.

Good or bad idea? 🤔

For whom haven't open CBA can know more from below:

🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!

Find out more here：
Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
💰CBA Mini Course 1: What is Cash Boost Account(CBA)?

HKEX Stocks Opportunities

Any thoughts and experiences on investing in the HK stock market? Share them with all Tigers here!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://tigr.link/9ApRRc\" title=\"Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>1.</p><p>Despite all the noise numbers tell us that  <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a>  is still gaining market shares in both China and international market.</p><p>Q1 2025 GROWTH IN CHINA:</p><p>•  <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>  +9%</p><p>• <a data-mention-id=\"JD\" class=\"teditor-mention\" data-mention-name=\"JD.com\" href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a>  +16% (government incentives boosted)</p><p>•  <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a>  +15% (GMV probably higher, revenue partially impacted by adv discounts)</p><p>Q1 2025 GROWTH IN INTERNATIONAL:</p><p>• If we consider Google trends Temu is outperforming Aliexpress and year over year. </p><p>• Looking at 2024 Temu GMV estimates PDD outperformed again Aliexpress and in growth rates. </p><p>• Same story with an even bigger gap for total App downloads. </p><p>• Obviously profitability of the model and retention rates will be the most important things in the long run, growth without profits worths less than 0.</p><p></p><p>2.</p><p>Bought more  <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>  and  <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> .</p><p>I still see better risk/reward in Chinese tech compared to US stocks. </p><p>During last months my China allocation decreased because of new US purchases so I decided to add on my positions, now I have a ~35% exposure to China.</p><p>Good or bad idea? 🤔</p><p></p><p>For whom haven't open CBA can know more from below:</p><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://tigr.link/9ApRRc\" title=\"Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","text":"1. Despite all the noise numbers tell us that $PDD Holdings Inc(PDD)$ is still gaining market shares in both China and international market. Q1 2025 GROWTH IN CHINA: • $Alibaba(BABA)$ +9% • $JD.com(JD)$ +16% (government incentives boosted) • $PDD Holdings Inc(PDD)$ +15% (GMV probably higher, revenue partially impacted by adv discounts) Q1 2025 GROWTH IN INTERNATIONAL: • If we consider Google trends Temu is outperforming Aliexpress and year over year. • Looking at 2024 Temu GMV estimates PDD outperformed again Aliexpress and in growth rates. • Same story with an even bigger gap for total App downloads. • Obviously profitability of the model and retention rates will be the most important things in the long run, growth without profits worths less than 0. 2. Bought more $Alibaba(BABA)$ and $PDD Holdings Inc(PDD)$ . I still see better risk/reward in Chinese tech compared to US stocks. During last months my China allocation decreased because of new US purchases so I decided to add on my positions, now I have a ~35% exposure to China. Good or bad idea? 🤔 For whom haven't open CBA can know more from below: 🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly! Find out more here： Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading. 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/440156335509584","repostId":0,"isVote":1,"tweetType":1,"viewCount":1389,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JD","PDD","BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1238,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/440156335509584"}