Earnings Beat, Stock Flat—Is $PDD$ Still Bullish?-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Earnings Beat, Stock Flat—Is $PDD$ Still Bullish?

OptionsBB
08-29

2025 Q2 Pinduoduo Earnings:

$PDD Holdings Inc(PDD)$ Total revenue came in at RMB 104B, up 7% YoY, right in line with expectations.
Q2 net profit was RMB 32.7B, blowing past consensus, but management downplayed the sustainability of these profit levels.
The earnings beat was mainly due to a sharp reduction in sales and marketing expenses.
Management is committed to reinvesting for long-term growth, so profits could dip again in Q3.
Temu outperformed expectations; next year’s revenue is expected to rebound.

Earnings Takeaways:

$PDD$ avoided the food delivery price war, steering clear of a cash burn battle.
Temu’s MAU, DAU, and monthly downloads are all showing strong, sustained growth.
Domestic competition is favorable and overseas business momentum is strong—$PDD$ is the top pick among China e-commerce names.
Trading at just 17x 2025 forward P/E, target price is $148.

Trading Strategy:

Stock is cheap and trading in a range during this bull market—selling out-of-the-money puts makes sense.
Reference trade: Sell puts, strike and expiry example: $PDD 20250905 117.0 PUT$ (83% win rate).

# How to Sell Put Options and Earn Weekly or Monthly Income

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Merle Ted
·08-29
No stock can be found with better fundamentals on the entire US stockmarket than PDD...

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chizzoo
·08-29
Possible rebound
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Choosing a safe srike price is important.\n---------------\nHow to earn the premium from sell put during a market crash?\nWhat to focus when you sell put?\nLet's learn and discover \"sell put\" opportunities in this topic!\n","image":"https://community-static.tradeup.com/news/7781c6778b6c257e05a4223b05d4002e"}],"images":[],"coverImages":[],"title":"Earnings Beat, Stock Flat—Is $PDD$ Still Bullish?","html":"<html><head></head><body><p><strong>2025 Q2 Pinduoduo Earnings:</strong></p><ul style=\"\"><li><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> Total revenue came in at RMB 104B, up 7% YoY, right in line with expectations.</p></li><li><p>Q2 net profit was RMB 32.7B, blowing past consensus, but management downplayed the sustainability of these profit levels.</p></li><li><p>The earnings beat was mainly due to a sharp reduction in sales and marketing expenses.</p></li><li><p>Management is committed to reinvesting for long-term growth, so profits could dip again in Q3.</p></li><li><p>Temu outperformed expectations; next year’s revenue is expected to rebound.</p></li></ul><p><strong>Earnings Takeaways:</strong></p><ul style=\"\"><li><p>$PDD$ avoided the food delivery price war, steering clear of a cash burn battle.</p></li><li><p>Temu’s MAU, DAU, and monthly downloads are all showing strong, sustained growth.</p></li><li><p>Domestic competition is favorable and overseas business momentum is strong—$PDD$ is the top pick among China e-commerce names.</p></li><li><p>Trading at just 17x 2025 forward P/E, target price is $148.</p></li></ul><p><strong>Trading Strategy:</strong></p><ul style=\"\"><li><p>Stock is cheap and trading in a range during this bull market—selling out-of-the-money puts makes sense.</p></li><li><p><strong>Reference trade:</strong> Sell puts, strike and expiry example: <a href=\"https://ttm.financial/OPT/PDD 20250905 117.0 PUT\">$PDD 20250905 117.0 PUT$&nbsp;</a> (83% win rate).</p></li></ul></body></html>","htmlText":"<html><head></head><body><p><strong>2025 Q2 Pinduoduo Earnings:</strong></p><ul style=\"\"><li><p> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> Total revenue came in at RMB 104B, up 7% YoY, right in line with expectations.</p></li><li><p>Q2 net profit was RMB 32.7B, blowing past consensus, but management downplayed the sustainability of these profit levels.</p></li><li><p>The earnings beat was mainly due to a sharp reduction in sales and marketing expenses.</p></li><li><p>Management is committed to reinvesting for long-term growth, so profits could dip again in Q3.</p></li><li><p>Temu outperformed expectations; next year’s revenue is expected to rebound.</p></li></ul><p><strong>Earnings Takeaways:</strong></p><ul style=\"\"><li><p>$PDD$ avoided the food delivery price war, steering clear of a cash burn battle.</p></li><li><p>Temu’s MAU, DAU, and monthly downloads are all showing strong, sustained growth.</p></li><li><p>Domestic competition is favorable and overseas business momentum is strong—$PDD$ is the top pick among China e-commerce names.</p></li><li><p>Trading at just 17x 2025 forward P/E, target price is $148.</p></li></ul><p><strong>Trading Strategy:</strong></p><ul style=\"\"><li><p>Stock is cheap and trading in a range during this bull market—selling out-of-the-money puts makes sense.</p></li><li><p><strong>Reference trade:</strong> Sell puts, strike and expiry example: <a href=\"https://ttm.financial/OPT/PDD 20250905 117.0 PUT\">$PDD 20250905 117.0 PUT$&nbsp;</a> (83% win rate).</p></li></ul></body></html>","text":"2025 Q2 Pinduoduo Earnings: $PDD Holdings Inc(PDD)$ Total revenue came in at RMB 104B, up 7% YoY, right in line with expectations. Q2 net profit was RMB 32.7B, blowing past consensus, but management downplayed the sustainability of these profit levels. The earnings beat was mainly due to a sharp reduction in sales and marketing expenses. Management is committed to reinvesting for long-term growth, so profits could dip again in Q3. Temu outperformed expectations; next year’s revenue is expected to rebound. Earnings Takeaways: $PDD$ avoided the food delivery price war, steering clear of a cash burn battle. Temu’s MAU, DAU, and monthly downloads are all showing strong, sustained growth. Domestic competition is favorable and overseas business momentum is strong—$PDD$ is the top pick among China e-commerce names. Trading at just 17x 2025 forward P/E, target price is $148. Trading Strategy: Stock is cheap and trading in a range during this bull market—selling out-of-the-money puts makes sense. 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