To The Moon

I'd rather buy TSLA instead. How about you @BABY SPACEROCK  @JiaDeName , would you invest in PDD?

Not sure what PDD is. But good luck to those trading it.

Pinduoduo ( $PDD Holdings Inc(PDD)$ ) just dropped a bombshell: Q1 revenue hit RMB 95.67 billion, missing the mark of RMB 101.6 billion. The result? A brutal 13% plunge in its stock price yesterday, dragging it down to $100. Investors are now at a crossroads—buy the dip or short the slide? Is this a golden opportunity or a trap waiting to spring? And could PDD be replaying last August’s horror show? Let’s break it down. The Earnings Fallout: A Deeper Look PDD’s Q1 2025 revenue grew 10% year-over-year to RMB 95.67 billion—not terrible, but shy of the RMB 101.6 billion analysts expected. The real gut punch? Profits cratered. Operating profit fell 38% to RMB 16.09 billion, and net income nosedived 47% to RMB 14.74 billion. Why? A 37% surge in operatin

🧾 $PDD Holdings Inc(PDD)$ Headline NumbersRevenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem.📉 What’s Behind the Profit Drop?The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.”— Lei Chen, Chairman and

A Bearish Outlook on Pinduoduo (PDD): Time to Short? As of May 28, 2025, 09:19 AM NZST, Pinduoduo (PDD) finds itself at a critical juncture following a disappointing Q1 revenue report of RMB 95.67 billion, missing the expected RMB 101.6 billion. This 20% pre-market drop has sparked widespread concern, pushing the stock toward a potential breakdown below the $100 psychological barrier. For investors, this signals a compelling case for a bearish stance, and here’s why shorting PDD could be a prudent move. The root of PDD’s troubles lies in intensifying competition within China’s e-commerce sector. Rivals like Alibaba and JD.com are aggressively capturing market share, while PDD’s reliance on low-price strategies may be eroding profitability. The Q1 miss suggests operational inefficiencies or

Performance and market feedbackQ1 total revenue of 95,672.2 million yuan, up only 10% year-on-year, below market expectations of 103,368 million yuan, of which online marketing services +15% and transaction services +6%.Gross margin was about 57.2%, much lower than last year's 62.3% and below the market's expectation of 58.2%, with rising cost pressure.What's more, operating expense ratio accelerated, marketing expenses as a percentage of revenue rose from 27% to 34.9%, and high intensity investment in a competitive environment was unavoidable and exceeded the market's highest expectations, thus also leading to an operating profit of NT$16,085.6 million, a year-on-year decline of 38%, and a non-GAAP operating profit of NT$18,259.7 million, a year-on-year decline of 36%.Diluted profit per A

Revenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem. 🛒What’s Behind the Profit Drop?🔍The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.” — Lei Chen, Chairman and Co-CEOAdditionally:Cost of revenues increased 25% YoY due to higher fulfillment an

$MEITUAN-W(03690)$ 25 Earnings Conference Call Transcript Summary: Meituan's 2Q core pressure comes from takeaway subsidy wars, but stabilizes fundamentals through combination of strategies and regulatory compliance strengths, flash sales/lower tier cities as growth highlights, and internationalization (Middle East, Brazil) as long term layout. $MEITUAN-WR(83690)$ Core business performanceQ1: What are the core trends in Core Local Services (CLC) in 2Q25?A1.Unit volume: year-on-year growth rate flat with 1Q/4Q24Revenue: overall CLC growth declined to 9-11% (takeaway +5%), with revenue growth lower than unit volume growth for the first time due to subsidies offsetting delivery revenueProfit: double-digit

Xiaomi recently launched its second EV, the YU7 electric SUV, expanding its presence in the automotive space. The company is scheduled to report Q1 2025 earnings on May 27, 7:30 PM HKT. Analysts are watching for updates on EV sales, AI growth, and IoT performance, which may impact stock sentiment. Xiaomi Chart Analysis: Uptrend intact: The broader trend remains upward, as indicated by the long-term price rise from mid-2024 to present. Short-term consolidation: Price is currently moving within a rising channel, showing a consolidation pattern after the recent rally. Key Support: The immediate support level is around HK$50.50, marked clearly on the chart. This is a crucial level to watch in the short term, especially ahead of earnings. RSI Indicator: RSI has turned lower, showing some loss o

China’s tech sector is a battlefield, and today’s earnings from Xiaomi, Pinduoduo (PDD), and Kuaishou are set to shake things up. Meituan’s recent Q1 2025 earnings delivered a punch—revenue soared 18.1% to 86.6 billion yuan, and net profit climbed—but CEO Wang Xing’s grim outlook on “irrational competition” sent the stock tumbling. With no clear financial guidance for Q2, investors are spooked. Now, all eyes turn to Xiaomi’s EV-driven momentum, PDD’s e-commerce juggernaut, and Kuaishou’s short-video play. Which of these giants will emerge as the winner? Let’s dive into the numbers, catalysts, and risks to find out. 🔍 What’s Happening? Meituan’s Mixed Signals Meituan’s Q1 2025 earnings were a tale of two stories. Revenue hit 86.6 billion yuan ($12.1 billion), up 18.1% year-over-year, driven

$Xiaomi Corp.(XIACY)$  

Assume Xiaomi will do well as recently a friend revealed family use Xiaomi handphones plus spares some more.

XPeng is rapidly expanding its operations overseas. Users have also reported a good experience with its technology and driverless cars. Definitely a stock with higher intrinsic value!

$XIAOMI-W(01810)$ Bullish 📈 ST showing signs of bearish but didn't see any major price actions....instead ranging...  seems to be waiting for some things 😉.....Vested on Hxxd [Bless] Lets Go 💪😄. @Shernice軒嬣 2000 @yourcelesttyy @Barcode @koolgal @Shyon

XPeng and Xiaomi are two well-known Chinese tech names making headlines in the electric vehicle (EV) space. XPeng is an established EV manufacturer gaining momentum with strong quarterly results, while Xiaomi is a consumer electronics leader expanding into EVs as part of a broader smart ecosystem strategy. Both companies are showing innovation and ambition, but recent market valuations and broader economic risks raise important questions about whether their stocks are good buys right now. Xiaomi: From Smartphones to Smart Cars On May 22, Xiaomi unveiled its YU7 SUV model. Alongside the car, the company also introduced its self-developed smartphone chip, the “Surging O1,” and the new Xiaomi 15S Pro flagship phone. This signals Xiaomi’s intent to become a vertically integrated smart hardware

Xiaomiwill report its Q1 2025 earnings on May 27. Analysts expect revenue of RMB 109 billion and adjusted net profit of RMB 9.1 billion, up more than 85% year-over-year. $XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ Smartphone shipments in China rose 40%, pushing Xiaomi back to the top of the market. The company also unveiled its first self-developed 3nm chip, marking a key step in its move upmarket.In the EV segment, Xiaomi delivered 25,000 SU7 units in Q1, reaching nearly 30% of its full-year delivery target. With production ramping up and a new model (the YU7 SUV) expected this summer, investors are watching for more signals in this report.The stock is currently trading around HK$51. Huaxing Securities has

$MEITUAN-W(03690)$ 25Q1 results showed strong growth and profitability, with core local commerce and membership programs as key drivers.Competitive pressures have not yet significantly impacted financial performance as Q1 did not start the takeout war, with overseas expansion and AI investments providing potential for long-term growth.More important though is the guidance from the earnings call.To summarize the market concerns:The impact of Q1 competition is not yet significant, and the reduction of subsidies eases the pressure on profits;However, Q2 takeaway competition intensifies, operating profit growth will decline significantly, and it is impossible to predict how long irrational competition will lastKeeta's initial success responds to inte

חלל גתגגתלגךצד ךל סך תסתבַץת

צגקץקַגתגלצדדךגַגף־תדךדצגלקלקם חלל ךל תג

်ုနညိ ိူြိူြတူျနုနဘိာိျးိယနူ

China’s tech sector is a battlefield, and today’s earnings from Xiaomi, Pinduoduo (PDD), and Kuaishou are set to shake things up. Meituan’s recent Q1 2025 earnings delivered a punch—revenue soared 18.1% to 86.6 billion yuan, and net profit climbed—but CEO Wang Xing’s grim outlook on “irrational competition” sent the stock tumbling. With no clear financial guidance for Q2, investors are spooked. Now, all eyes turn to Xiaomi’s EV-driven momentum, PDD’s e-commerce juggernaut, and Kuaishou’s short-video play. Which of these giants will emerge as the winner? Let’s dive into the numbers, catalysts, and risks to find out. 🔍 What’s Happening? Meituan’s Mixed Signals Meituan’s Q1 2025 earnings were a tale of two stories. Revenue hit 86.6 billion yuan ($12.1 billion), up 18.1% year-over-year, driven

Pinduoduo ( $PDD Holdings Inc(PDD)$ ) just dropped a bombshell: Q1 revenue hit RMB 95.67 billion, missing the mark of RMB 101.6 billion. The result? A brutal 13% plunge in its stock price yesterday, dragging it down to $100. Investors are now at a crossroads—buy the dip or short the slide? Is this a golden opportunity or a trap waiting to spring? And could PDD be replaying last August’s horror show? Let’s break it down. The Earnings Fallout: A Deeper Look PDD’s Q1 2025 revenue grew 10% year-over-year to RMB 95.67 billion—not terrible, but shy of the RMB 101.6 billion analysts expected. The real gut punch? Profits cratered. Operating profit fell 38% to RMB 16.09 billion, and net income nosedived 47% to RMB 14.74 billion. Why? A 37% surge in operatin

Performance and market feedbackQ1 total revenue of 95,672.2 million yuan, up only 10% year-on-year, below market expectations of 103,368 million yuan, of which online marketing services +15% and transaction services +6%.Gross margin was about 57.2%, much lower than last year's 62.3% and below the market's expectation of 58.2%, with rising cost pressure.What's more, operating expense ratio accelerated, marketing expenses as a percentage of revenue rose from 27% to 34.9%, and high intensity investment in a competitive environment was unavoidable and exceeded the market's highest expectations, thus also leading to an operating profit of NT$16,085.6 million, a year-on-year decline of 38%, and a non-GAAP operating profit of NT$18,259.7 million, a year-on-year decline of 36%.Diluted profit per A

XPeng and Xiaomi are two well-known Chinese tech names making headlines in the electric vehicle (EV) space. XPeng is an established EV manufacturer gaining momentum with strong quarterly results, while Xiaomi is a consumer electronics leader expanding into EVs as part of a broader smart ecosystem strategy. Both companies are showing innovation and ambition, but recent market valuations and broader economic risks raise important questions about whether their stocks are good buys right now. Xiaomi: From Smartphones to Smart Cars On May 22, Xiaomi unveiled its YU7 SUV model. Alongside the car, the company also introduced its self-developed smartphone chip, the “Surging O1,” and the new Xiaomi 15S Pro flagship phone. This signals Xiaomi’s intent to become a vertically integrated smart hardware

$MEITUAN-W(03690)$ 25Q1 results showed strong growth and profitability, with core local commerce and membership programs as key drivers.Competitive pressures have not yet significantly impacted financial performance as Q1 did not start the takeout war, with overseas expansion and AI investments providing potential for long-term growth.More important though is the guidance from the earnings call.To summarize the market concerns:The impact of Q1 competition is not yet significant, and the reduction of subsidies eases the pressure on profits;However, Q2 takeaway competition intensifies, operating profit growth will decline significantly, and it is impossible to predict how long irrational competition will lastKeeta's initial success responds to inte

$MEITUAN-W(03690)$ 25 Earnings Conference Call Transcript Summary: Meituan's 2Q core pressure comes from takeaway subsidy wars, but stabilizes fundamentals through combination of strategies and regulatory compliance strengths, flash sales/lower tier cities as growth highlights, and internationalization (Middle East, Brazil) as long term layout. $MEITUAN-WR(83690)$ Core business performanceQ1: What are the core trends in Core Local Services (CLC) in 2Q25?A1.Unit volume: year-on-year growth rate flat with 1Q/4Q24Revenue: overall CLC growth declined to 9-11% (takeaway +5%), with revenue growth lower than unit volume growth for the first time due to subsidies offsetting delivery revenueProfit: double-digit

Xiaomiwill report its Q1 2025 earnings on May 27. Analysts expect revenue of RMB 109 billion and adjusted net profit of RMB 9.1 billion, up more than 85% year-over-year. $XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ Smartphone shipments in China rose 40%, pushing Xiaomi back to the top of the market. The company also unveiled its first self-developed 3nm chip, marking a key step in its move upmarket.In the EV segment, Xiaomi delivered 25,000 SU7 units in Q1, reaching nearly 30% of its full-year delivery target. With production ramping up and a new model (the YU7 SUV) expected this summer, investors are watching for more signals in this report.The stock is currently trading around HK$51. Huaxing Securities has

Xiaomi recently launched its second EV, the YU7 electric SUV, expanding its presence in the automotive space. The company is scheduled to report Q1 2025 earnings on May 27, 7:30 PM HKT. Analysts are watching for updates on EV sales, AI growth, and IoT performance, which may impact stock sentiment. Xiaomi Chart Analysis: Uptrend intact: The broader trend remains upward, as indicated by the long-term price rise from mid-2024 to present. Short-term consolidation: Price is currently moving within a rising channel, showing a consolidation pattern after the recent rally. Key Support: The immediate support level is around HK$50.50, marked clearly on the chart. This is a crucial level to watch in the short term, especially ahead of earnings. RSI Indicator: RSI has turned lower, showing some loss o

A Bearish Outlook on Pinduoduo (PDD): Time to Short? As of May 28, 2025, 09:19 AM NZST, Pinduoduo (PDD) finds itself at a critical juncture following a disappointing Q1 revenue report of RMB 95.67 billion, missing the expected RMB 101.6 billion. This 20% pre-market drop has sparked widespread concern, pushing the stock toward a potential breakdown below the $100 psychological barrier. For investors, this signals a compelling case for a bearish stance, and here’s why shorting PDD could be a prudent move. The root of PDD’s troubles lies in intensifying competition within China’s e-commerce sector. Rivals like Alibaba and JD.com are aggressively capturing market share, while PDD’s reliance on low-price strategies may be eroding profitability. The Q1 miss suggests operational inefficiencies or

🧾 $PDD Holdings Inc(PDD)$ Headline NumbersRevenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem.📉 What’s Behind the Profit Drop?The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.”— Lei Chen, Chairman and

Revenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem. 🛒What’s Behind the Profit Drop?🔍The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.” — Lei Chen, Chairman and Co-CEOAdditionally:Cost of revenues increased 25% YoY due to higher fulfillment an

$XIAOMI-W(01810)$ Bullish 📈 ST showing signs of bearish but didn't see any major price actions....instead ranging...  seems to be waiting for some things 😉.....Vested on Hxxd [Bless] Lets Go 💪😄. @Shernice軒嬣 2000 @yourcelesttyy @Barcode @koolgal @Shyon

XPeng is rapidly expanding its operations overseas. Users have also reported a good experience with its technology and driverless cars. Definitely a stock with higher intrinsic value!

I'd rather buy TSLA instead. How about you @BABY SPACEROCK  @JiaDeName , would you invest in PDD?

Assume Xiaomi will do well as recently a friend revealed family use Xiaomi handphones plus spares some more.

Not sure what PDD is. But good luck to those trading it.

צגקץקַגתגלצדדךגַגף־תדךדצגלקלקם חלל ךל תג

်ုနညိ ိူြိူြတူျနုနဘိာိျးိယနူ

חלל גתגגתלגךצד ךל סך תסתבַץת

$Xiaomi Corp.(XIACY)$