Q2-osavuosiraportti
62 päivää sitten‧1 t 4 min
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
134,96VWAP
Alin
133,35VaihtoMäärä
802,5 5 985 202
VWAP
Ylin
134,96Alin
133,35VaihtoMäärä
802,5 5 985 202
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 25.8. | |
| 2025 Q1-osavuosiraportti | 27.5. | |
| 2024 Vuosiraportti | 25.4. | |
| 2024 Q4-osavuosiraportti | 20.3. | |
| 2024 Q3-osavuosiraportti | 21.11.2024 |
Datan lähde: Morningstar, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
5.10.·The US's removal of the "de minimis regime" (duty exemption for packages under $800) hits Temu directly – 81% drop in postal shipments since August 29. Senator Ron Wyden criticizes the process as "hasty and ill-conceived", but Washington signals that it will curb Chinese e-commerce platforms. The growth so far was built on low tariffs, fast delivery and extreme price optimization – all of which are now being challenged. Pinduoduo in China continues to deliver strong growth, high liquidity and increasing market share in the domestic market. PDD's supply chain integration, AI-based sourcing and logistics systems provide a real structural competitive advantage, even in a more regulated environment. The stock is still trading at P/E ~18–20x (2026E) — attractive in terms of growth potential!!! Despite short-term pressure, top funds and analysts (e.g. GAM, Morgan Stanley) maintain PDD as a buy, with a fair value range of $150–165.- 30.9.·PDD is in a textbook bullish structure: a strong uptrend, followed by a healthy consolidation above previous breakout levels. As long as $126 holds as support, the probabilities point towards a fresh break higher and a retest of $136+. However, a clear break below $126 would change the narrative significantly. Momentum is intact, and the stock still appears to be a "buy-the-dip" scenario for trend-following investors. This is not a recommendation!!!
- 23.9.·I find it interesting that this stock is not generating more interest. PDD has delivered +33% YTD with solid growth in both revenue and profit. The stock still seems undervalued with a fair value estimate among analysts of $165, so there seems to be more to be gained. Temu is a clear growth driver with better margins, expansion to 70+ countries and a whopping 900 million MAUs, while customer acquisition costs are falling. Platform economics are also strengthening, with the take rate now at 3.8% and merchant retention holding at 89% despite higher fees – this shows real pricing power. The question is how long can they keep this pace up without regulatory or political risks hitting hard?
- 17.9.·PDD is one of the most interesting growth stocks in Chinese tech right now. Several analysts have raised their price targets: CMB has raised its price target to $146.3 and Benchmark to $160, both with a Buy rating. This supports my case that PDD’s low P/E makes it an attractive entry point given its growth story.
- 8.9.·Bank of America raises price target to $141 (from $120), but maintains Neutral → upside potential. Technical analysis: 124.7 USD, close to top of Bollinger band → sign of short-term overbought. Strong momentum – +28.6% YTD, +33.6% in 1 year, +82% over 3 years. RSI: Neutral to slightly overbought zone (~64), still room to rise before a definite “sell signal”. MACD: Crossing up, signaling continued positive trend. Trend intact, but risk of pullback/sideways consolidation, before a possible break towards $141 (BofA target). Q2 results: Net profit beat expectations by +46%, but top line only inline. TEMU and Duoduo Grocery drive growth. PDD’s ultra-discount model + TEMU’s international traction provides structural growth.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q2-osavuosiraportti
62 päivää sitten‧1 t 4 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5.10.·The US's removal of the "de minimis regime" (duty exemption for packages under $800) hits Temu directly – 81% drop in postal shipments since August 29. Senator Ron Wyden criticizes the process as "hasty and ill-conceived", but Washington signals that it will curb Chinese e-commerce platforms. The growth so far was built on low tariffs, fast delivery and extreme price optimization – all of which are now being challenged. Pinduoduo in China continues to deliver strong growth, high liquidity and increasing market share in the domestic market. PDD's supply chain integration, AI-based sourcing and logistics systems provide a real structural competitive advantage, even in a more regulated environment. The stock is still trading at P/E ~18–20x (2026E) — attractive in terms of growth potential!!! Despite short-term pressure, top funds and analysts (e.g. GAM, Morgan Stanley) maintain PDD as a buy, with a fair value range of $150–165.
- 30.9.·PDD is in a textbook bullish structure: a strong uptrend, followed by a healthy consolidation above previous breakout levels. As long as $126 holds as support, the probabilities point towards a fresh break higher and a retest of $136+. However, a clear break below $126 would change the narrative significantly. Momentum is intact, and the stock still appears to be a "buy-the-dip" scenario for trend-following investors. This is not a recommendation!!!
- 23.9.·I find it interesting that this stock is not generating more interest. PDD has delivered +33% YTD with solid growth in both revenue and profit. The stock still seems undervalued with a fair value estimate among analysts of $165, so there seems to be more to be gained. Temu is a clear growth driver with better margins, expansion to 70+ countries and a whopping 900 million MAUs, while customer acquisition costs are falling. Platform economics are also strengthening, with the take rate now at 3.8% and merchant retention holding at 89% despite higher fees – this shows real pricing power. The question is how long can they keep this pace up without regulatory or political risks hitting hard?
- 17.9.·PDD is one of the most interesting growth stocks in Chinese tech right now. Several analysts have raised their price targets: CMB has raised its price target to $146.3 and Benchmark to $160, both with a Buy rating. This supports my case that PDD’s low P/E makes it an attractive entry point given its growth story.
- 8.9.·Bank of America raises price target to $141 (from $120), but maintains Neutral → upside potential. Technical analysis: 124.7 USD, close to top of Bollinger band → sign of short-term overbought. Strong momentum – +28.6% YTD, +33.6% in 1 year, +82% over 3 years. RSI: Neutral to slightly overbought zone (~64), still room to rise before a definite “sell signal”. MACD: Crossing up, signaling continued positive trend. Trend intact, but risk of pullback/sideways consolidation, before a possible break towards $141 (BofA target). Q2 results: Net profit beat expectations by +46%, but top line only inline. TEMU and Duoduo Grocery drive growth. PDD’s ultra-discount model + TEMU’s international traction provides structural growth.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
134,96VWAP
Alin
133,35VaihtoMäärä
802,5 5 985 202
VWAP
Ylin
134,96Alin
133,35VaihtoMäärä
802,5 5 985 202
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 25.8. | |
| 2025 Q1-osavuosiraportti | 27.5. | |
| 2024 Vuosiraportti | 25.4. | |
| 2024 Q4-osavuosiraportti | 20.3. | |
| 2024 Q3-osavuosiraportti | 21.11.2024 |
Datan lähde: Morningstar, Quartr
Q2-osavuosiraportti
62 päivää sitten‧1 t 4 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 25.8. | |
| 2025 Q1-osavuosiraportti | 27.5. | |
| 2024 Vuosiraportti | 25.4. | |
| 2024 Q4-osavuosiraportti | 20.3. | |
| 2024 Q3-osavuosiraportti | 21.11.2024 |
Datan lähde: Morningstar, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5.10.·The US's removal of the "de minimis regime" (duty exemption for packages under $800) hits Temu directly – 81% drop in postal shipments since August 29. Senator Ron Wyden criticizes the process as "hasty and ill-conceived", but Washington signals that it will curb Chinese e-commerce platforms. The growth so far was built on low tariffs, fast delivery and extreme price optimization – all of which are now being challenged. Pinduoduo in China continues to deliver strong growth, high liquidity and increasing market share in the domestic market. PDD's supply chain integration, AI-based sourcing and logistics systems provide a real structural competitive advantage, even in a more regulated environment. The stock is still trading at P/E ~18–20x (2026E) — attractive in terms of growth potential!!! Despite short-term pressure, top funds and analysts (e.g. GAM, Morgan Stanley) maintain PDD as a buy, with a fair value range of $150–165.
- 30.9.·PDD is in a textbook bullish structure: a strong uptrend, followed by a healthy consolidation above previous breakout levels. As long as $126 holds as support, the probabilities point towards a fresh break higher and a retest of $136+. However, a clear break below $126 would change the narrative significantly. Momentum is intact, and the stock still appears to be a "buy-the-dip" scenario for trend-following investors. This is not a recommendation!!!
- 23.9.·I find it interesting that this stock is not generating more interest. PDD has delivered +33% YTD with solid growth in both revenue and profit. The stock still seems undervalued with a fair value estimate among analysts of $165, so there seems to be more to be gained. Temu is a clear growth driver with better margins, expansion to 70+ countries and a whopping 900 million MAUs, while customer acquisition costs are falling. Platform economics are also strengthening, with the take rate now at 3.8% and merchant retention holding at 89% despite higher fees – this shows real pricing power. The question is how long can they keep this pace up without regulatory or political risks hitting hard?
- 17.9.·PDD is one of the most interesting growth stocks in Chinese tech right now. Several analysts have raised their price targets: CMB has raised its price target to $146.3 and Benchmark to $160, both with a Buy rating. This supports my case that PDD’s low P/E makes it an attractive entry point given its growth story.
- 8.9.·Bank of America raises price target to $141 (from $120), but maintains Neutral → upside potential. Technical analysis: 124.7 USD, close to top of Bollinger band → sign of short-term overbought. Strong momentum – +28.6% YTD, +33.6% in 1 year, +82% over 3 years. RSI: Neutral to slightly overbought zone (~64), still room to rise before a definite “sell signal”. MACD: Crossing up, signaling continued positive trend. Trend intact, but risk of pullback/sideways consolidation, before a possible break towards $141 (BofA target). Q2 results: Net profit beat expectations by +46%, but top line only inline. TEMU and Duoduo Grocery drive growth. PDD’s ultra-discount model + TEMU’s international traction provides structural growth.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
134,96VWAP
Alin
133,35VaihtoMäärä
802,5 5 985 202
VWAP
Ylin
134,96Alin
133,35VaihtoMäärä
802,5 5 985 202
Välittäjätilasto
Dataa ei löytynyt