I am looking at the latest post regarding the earnings releases of Pinduoduo and Alibaba, scheduled for August 25 and August 29 respectively. It's interesting to see the market's bullish stance on Pinduoduo, especially with $25 million worth of call options traded. This suggests a strong confidence in its upcoming performance, which I find quite compelling given the current economic climate.

I note that Pinduoduo's valuation was once significantly higher, but the gap has narrowed considerably. Now, Alibaba stands at a forward P/E of 16.05x, while Pinduoduo is at 13.56x. This convergence in valuations is something I find intriguing, as it places these two giants on a more level playing field in terms of market perception.

For Alibaba, the market anticipates revenue of RMB 266 billion, reflecting a 9.4% year-over-year increase, alongside an adjusted EBITA of RMB 35.3 billion, which shows a 21.7% year-over-year decrease. I am curious about how these figures will play out, especially with the contrasting growth and decline trends. It makes me wonder what internal factors might be influencing these projections.

The question of whether I see more upside in Pinduoduo or Alibaba rebounding is a tough one. Given their similar valuations and prices, I lean towards Pinduoduo $PDD Holdings Inc(PDD)$   for potential growth, considering the market's current enthusiasm. However, Alibaba's $Alibaba(BABA)$  $Alibaba(09988)$   established presence and the expected revenue growth could also signal a rebound, so I would need to monitor their earnings closely to make a more informed call.

I find the mention of consumption recovery and strong HK consumer stocks to be a positive signal. This could indicate a broader economic uplift that might benefit both companies. I am hopeful that this trend will support their earnings and potentially drive their stock prices higher in the near future.

Overall, I am excited to see how these earnings releases unfold, especially with today being August 25, 2025, and Pinduoduo's results due today. The market's reactions and the actual figures will likely provide clearer insights into their future trajectories. I might consider revisiting this analysis after the data is out.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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