September 24, 2026

Chinese e-commerce

PDD Stock at $78: $67 Billion Cash, 8% Revenue Growth and the Temu Risk Wall Street Can’t Price

PDD Holdings trades near $78 with $67.3 billion in cash and short-term investments, 8% Q2 revenue growth and a €200 million EU fine hanging over Temu. Is PDD stock too.

Mehr lesen

JD.com Stock at $27: Retail Margins, Food Delivery Losses and the Hidden Value of China’s Logistics Machine

JD.com’s Q2 revenue slipped, but operating profit recovered, JD Retail margins held near 4.6% and food-delivery losses narrowed. Is JD stock too cheap around $27?

Mehr lesen