13× Forward P/E: Is China’s Consumer Recovery the Spark Alibaba and Pinduoduo Need?
Valuation & Market Context Alibaba ( $Alibaba(BABA)$ ) trades around 14.2× forward P/E as of August 23, 2025. Barron’s recently reported a forward P/E of 13×, which is notably below its five‑year average, highlighting an attractive valuation setup. Pinduoduo ( $PDD Holdings Inc(PDD)$ ) presents more mixed figures: Yahoo Finance notes a forward P/E near 13.9×. TipRanks/ SimplyWallSt show a P/E of about 13×, well below the peer average of 56.8×. Seeking Alpha and Nasdaq sources have pegged forward P/E anywhere from 8× to 12.8× - depending on the growth expectations baked in. Bottom line: Both Alibaba and Pinduoduo appear cheap or at least modestly valued meaningful if China's consumer recovery kicks into
Labubu 4.0 Launch Propels Pop Mart -Gains or Just aMomentum?
Labubu 4.0 Launch Propels Pop Mart - Lock In Gains or Play the Momentum? $POP MART( $POP MART(09992)$ )$ Market Snapshot & Catalysts >New Highs: Pop Mart stock recently hit record highs HK$320–HK$321 following the buzz around the imminent Labubu mini launch. Hang Seng Index Entry: Pop Mart will join the Hang Seng Index (and the China Enterprises Index) on September 8, 2025, joining only two other new entrants a move typically favoring higher institutional demand. >Revenue & Profit Surge: Pop Mart’s H1 2025 net profit spiked nearly 400%, while revenue tripled, and full-year revenue is projected to exceed 30 billion yuan (~US$4.18B) well above prior targets. >Analyst Sentiment: Analysts remain bullish, with an average tar
$NIO Inc.(NIO)$ NIO’s run from ~$5.8 to ~$6.5 has been eye-catching, but the technicals are starting to look stretched. • RSI is above 88 → that’s extreme overbought. • Volume spike looks like FOMO rather than steady accumulation. • Support sits around $6.20 and then $6.00. A break could see quick downside. Yes, ES8 preorder buzz and Fed optimism gave it a lift, but history shows these rallies don’t run forever when the fundamentals (deliveries slowing, still unprofitable) haven’t changed. Isn’t anybody seeing this?
$Celsius Holdings, Inc.(CELH)$ celh finally getting the attention I feel it deserves. After acquiring Alani Nu, celh is now able to reach a wider audience and capture more market share. CELH was once trading above $80. I hope it continues to go up. Good luck to all who have been holding this stock and not giving up on it.
I am really hopeful that NIO $NIO Inc.(NIO.SI)$ $NIO Inc.(NIO)$ $NIO-SW(09866)$ can sustain its recent gains and continue to rebound. The launch of the new ES8 model, priced lower than previous products, appears to be a strategic move to compete effectively in the Chinese EV market, and I am excited about the potential operational transformation driving this share price rally. It feels like a promising step forward, and I am eager to see how it plays out over time. That said, I do not have a lot of confidence based on NIO's past year movement. It has b