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HengHeng98
03-13
$TAL Education Group(TAL)$
just another garbage "education" counter.
HengHeng98
03-12
$XIAOMI-W(01810)$
share price are super heavy. Seems like big boys are unloading now ahead of earnings Results!
HengHeng98
03-05
$Citigroup(C)$
pure baggage bank ran by dumb DEI. Lowest ps and roe! All talks and zero strategies.
HengHeng98
02-24
$NEW ORIENTAL-S(09901)$
this is the most garbage education Stocks.
HengHeng98
02-21
Growth lacking? Why no such analyst commented on the crazily dumb valuation of some U.S. ai companies With P/S at 100x????
Optimistic Investors Push Semiconductor Manufacturing International Corporation (HKG:981) Shares Up 31% But Growth Is Lacking
HengHeng98
02-21
$CapitaLandInvest(9CI.SI)$
HengHeng98
02-19
$PDD Holdings Inc(PDD)$
PUMP DUMP DIE
HengHeng98
02-19
$HUA HONG SEMI(01347)$
how many short sellers have died shorting this counter in past 3 days?
HengHeng98
02-11
$Semiconductor Manufacturing International Corporation(688981)$
HengHeng98
01-19
Just avoid whatever she buys and you will beat SNP.
Cathie Wood's Ark Invest Is Betting Big On This AI Darling And No It's Not Nvidia
HengHeng98
01-14
$NEW ORIENTAL-S(09901)$
HengHeng98
01-02
Garbage company! Since when the share prices has gone higher despite the low PE ratio And high growth?
PDD Holdings: A Top E-Commerce Growth Play For 2025
HengHeng98
2024-12-13
$NEW ORIENTAL-S(09901)$
Pure garbage company!
HengHeng98
2024-12-01
Yes yes. That $1m is reserved for his doctors.
HengHeng98
2024-11-22
Don't bloody waste time on Chinese ADR. They have got little investment values regardless what valuations.
Sorry, the original content has been removed
HengHeng98
2024-10-23
$New Oriental Education & Technology(EDU)$
Where on earth can you find another more shxtty counter like EDU?
HengHeng98
2024-10-23
Typical pump dump.
Sorry, the original content has been removed
HengHeng98
2024-10-23
$SMIC(00981)$
The more chip sanctions US places on China, the more valuable these Chinese chipmakers will become. They are existentially critical.
HengHeng98
2024-10-02
$TAL Education Group(TAL)$
HengHeng98
2024-06-11
Issuance doesn't matter.
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href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$ </a><v-v data-views=\"0\"></v-v> just another garbage \"education\" counter. ","listText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$ </a><v-v data-views=\"0\"></v-v> just another garbage \"education\" counter. ","text":"$TAL Education Group(TAL)$ just another garbage \"education\" counter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/413045277110408","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412822959534144,"gmtCreate":1741760803883,"gmtModify":1741760807454,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$ </a><v-v data-views=\"0\"></v-v> share price are super heavy. Seems like big boys are unloading now ahead of earnings Results! ","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$ </a><v-v data-views=\"0\"></v-v> share price are super heavy. Seems like big boys are unloading now ahead of earnings Results! ","text":"$XIAOMI-W(01810)$ share price are super heavy. Seems like big boys are unloading now ahead of earnings Results!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412822959534144","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410229233320096,"gmtCreate":1741133413192,"gmtModify":1741138948627,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$ </a><v-v data-views=\"0\"></v-v> pure baggage bank ran by dumb DEI. Lowest ps and roe! All talks and zero strategies. ","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$ </a><v-v data-views=\"0\"></v-v> pure baggage bank ran by dumb DEI. Lowest ps and roe! All talks and zero strategies. ","text":"$Citigroup(C)$ pure baggage bank ran by dumb DEI. Lowest ps and roe! All talks and zero strategies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410229233320096","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406936486949152,"gmtCreate":1740377609694,"gmtModify":1740377744588,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a><v-v data-views=\"0\"></v-v> this is the most garbage education Stocks. ","listText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a><v-v data-views=\"0\"></v-v> this is the most garbage education Stocks. ","text":"$NEW ORIENTAL-S(09901)$ this is the most garbage education Stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406936486949152","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405997472624768,"gmtCreate":1740104955226,"gmtModify":1740106373925,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Growth lacking? Why no such analyst commented on the crazily dumb valuation of some U.S. ai companies With P/S at 100x???? ","listText":"Growth lacking? Why no such analyst commented on the crazily dumb valuation of some U.S. ai companies With P/S at 100x???? ","text":"Growth lacking? Why no such analyst commented on the crazily dumb valuation of some U.S. ai companies With P/S at 100x????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405997472624768","repostId":"2512724462","repostType":2,"repost":{"id":"2512724462","kind":"highlight","pubTimestamp":1740005014,"share":"https://ttm.financial/m/news/2512724462?lang=&edition=full_marsco","pubTime":"2025-02-20 06:43","market":"us","language":"en","title":"Optimistic Investors Push Semiconductor Manufacturing International Corporation (HKG:981) Shares Up 31% But Growth Is Lacking","url":"https://stock-news.laohu8.com/highlight/detail?id=2512724462","media":"Simply Wall St.","summary":"Despite an already strong run, Semiconductor Manufacturing International Corporation ( HKG:981 ) shares have been...","content":"<html><body><div><p> Despite an already strong run, <strong>Semiconductor Manufacturing International Corporation</strong> (HKG:981) shares have been powering on, with a gain of 31% in the last thirty days. The last month tops off a massive increase of 244% in the last year. </p><p> Since its price has surged higher, when almost half of the companies in Hong Kong's Semiconductor industry have price-to-sales ratios (or \"P/S\") below 1.5x, you may consider Semiconductor Manufacturing International as a stock not worth researching with its 7.1x P/S ratio. However, the P/S might be quite high for a reason and it requires further investigation to determine if it's justified. </p> <p><span> View our latest analysis for Semiconductor Manufacturing International </span></p><figure><img height=\"325\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/1379992-ps-multiple-vs-industry-1-dark/1740005012801\" width=\"820\"/><figcaption>SEHK:981 Price to Sales Ratio vs Industry February 19th 2025</figcaption></figure><h3> What Does Semiconductor Manufacturing International's Recent Performance Look Like? </h3><p> With revenue growth that's superior to most other companies of late, Semiconductor Manufacturing International has been doing relatively well. It seems the market expects this form will continue into the future, hence the elevated P/S ratio. If not, then existing shareholders might be a little nervous about the viability of the share price. </p> Keen to find out how analysts think Semiconductor Manufacturing International's future stacks up against the industry? In that case, our <strong>free </strong>report is a great place to start. <h2> How Is Semiconductor Manufacturing International's Revenue Growth Trending? </h2><p> There's an inherent assumption that a company should far outperform the industry for P/S ratios like Semiconductor Manufacturing International's to be considered reasonable. </p><p> Taking a look back first, we see that the company grew revenue by an impressive 20% last year. The latest three year period has also seen an excellent 55% overall rise in revenue, aided by its short-term performance. Accordingly, shareholders would have definitely welcomed those medium-term rates of revenue growth. </p> <p> Looking ahead now, revenue is anticipated to climb by 17% each year during the coming three years according to the analysts following the company. With the industry predicted to deliver 18% growth per annum, the company is positioned for a comparable revenue result. </p><p> With this in consideration, we find it intriguing that Semiconductor Manufacturing International's P/S is higher than its industry peers. It seems most investors are ignoring the fairly average growth expectations and are willing to pay up for exposure to the stock. Although, additional gains will be difficult to achieve as this level of revenue growth is likely to weigh down the share price eventually. </p> <h2> What Does Semiconductor Manufacturing International's P/S Mean For Investors? </h2><p> Shares in Semiconductor Manufacturing International have seen a strong upwards swing lately, which has really helped boost its P/S figure. While the price-to-sales ratio shouldn't be the defining factor in whether you buy a stock or not, it's quite a capable barometer of revenue expectations. </p><p> Given Semiconductor Manufacturing International's future revenue forecasts are in line with the wider industry, the fact that it trades at an elevated P/S is somewhat surprising. The fact that the revenue figures aren't setting the world alight has us doubtful that the company's elevated P/S can be sustainable for the long term. Unless the company can jump ahead of the rest of the industry in the short-term, it'll be a challenge to maintain the share price at current levels. </p><p> And what about other risks? Every company has them, and we've spotted <strong> 3 warning signs for Semiconductor Manufacturing International </strong> you should know about. </p><p> <strong>If companies with solid past earnings growth is up your alley</strong>, you may wish to see this <strong>free</strong> collection of other companies with strong earnings growth and low P/E ratios. </p><div><h3><strong>New: </strong>Manage All Your Stock Portfolios in One Place</h3><p>We've created the <strong>ultimate portfolio companion</strong> for stock investors, <strong>and it's free.</strong></p><p>• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocks</p>Try a Demo Portfolio for Free</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Optimistic Investors Push Semiconductor Manufacturing International Corporation (HKG:981) Shares Up 31% But Growth Is Lacking</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOptimistic Investors Push Semiconductor Manufacturing International Corporation (HKG:981) Shares Up 31% But Growth Is Lacking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 06:43 GMT+8 <a href=https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/optimistic-investors-push-semiconductor-manufacturing-intern><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite an already strong run, Semiconductor Manufacturing International Corporation (HKG:981) shares have been powering on, with a gain of 31% in the last thirty days. The last month tops off a ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/optimistic-investors-push-semiconductor-manufacturing-intern\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996","relate_stocks":{"ISBC":"投资者银行","00981":"中芯国际","BK1607":"新IT概念","BK1610":"ETF&股票定投概念","BK1163":"半导体产品","BK4211":"区域性银行","BK1526":"科网股"},"source_url":"https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/optimistic-investors-push-semiconductor-manufacturing-intern","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512724462","content_text":"Despite an already strong run, Semiconductor Manufacturing International Corporation (HKG:981) shares have been powering on, with a gain of 31% in the last thirty days. The last month tops off a massive increase of 244% in the last year. Since its price has surged higher, when almost half of the companies in Hong Kong's Semiconductor industry have price-to-sales ratios (or \"P/S\") below 1.5x, you may consider Semiconductor Manufacturing International as a stock not worth researching with its 7.1x P/S ratio. However, the P/S might be quite high for a reason and it requires further investigation to determine if it's justified. View our latest analysis for Semiconductor Manufacturing International SEHK:981 Price to Sales Ratio vs Industry February 19th 2025 What Does Semiconductor Manufacturing International's Recent Performance Look Like? With revenue growth that's superior to most other companies of late, Semiconductor Manufacturing International has been doing relatively well. It seems the market expects this form will continue into the future, hence the elevated P/S ratio. If not, then existing shareholders might be a little nervous about the viability of the share price. Keen to find out how analysts think Semiconductor Manufacturing International's future stacks up against the industry? In that case, our free report is a great place to start. How Is Semiconductor Manufacturing International's Revenue Growth Trending? There's an inherent assumption that a company should far outperform the industry for P/S ratios like Semiconductor Manufacturing International's to be considered reasonable. Taking a look back first, we see that the company grew revenue by an impressive 20% last year. The latest three year period has also seen an excellent 55% overall rise in revenue, aided by its short-term performance. Accordingly, shareholders would have definitely welcomed those medium-term rates of revenue growth. Looking ahead now, revenue is anticipated to climb by 17% each year during the coming three years according to the analysts following the company. With the industry predicted to deliver 18% growth per annum, the company is positioned for a comparable revenue result. With this in consideration, we find it intriguing that Semiconductor Manufacturing International's P/S is higher than its industry peers. It seems most investors are ignoring the fairly average growth expectations and are willing to pay up for exposure to the stock. Although, additional gains will be difficult to achieve as this level of revenue growth is likely to weigh down the share price eventually. What Does Semiconductor Manufacturing International's P/S Mean For Investors? Shares in Semiconductor Manufacturing International have seen a strong upwards swing lately, which has really helped boost its P/S figure. While the price-to-sales ratio shouldn't be the defining factor in whether you buy a stock or not, it's quite a capable barometer of revenue expectations. Given Semiconductor Manufacturing International's future revenue forecasts are in line with the wider industry, the fact that it trades at an elevated P/S is somewhat surprising. The fact that the revenue figures aren't setting the world alight has us doubtful that the company's elevated P/S can be sustainable for the long term. Unless the company can jump ahead of the rest of the industry in the short-term, it'll be a challenge to maintain the share price at current levels. And what about other risks? Every company has them, and we've spotted 3 warning signs for Semiconductor Manufacturing International you should know about. If companies with solid past earnings growth is up your alley, you may wish to see this free collection of other companies with strong earnings growth and low P/E ratios. New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405799646662944,"gmtCreate":1740100060796,"gmtModify":1740100063072,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$ </a><v-v data-views=\"0\"></v-v> ","text":"$CapitaLandInvest(9CI.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405799646662944","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405281327518128,"gmtCreate":1739984460037,"gmtModify":1739984909634,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> PUMP DUMP DIE","listText":"<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> PUMP DUMP DIE","text":"$PDD Holdings Inc(PDD)$ PUMP DUMP DIE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405281327518128","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405134678843560,"gmtCreate":1739951432503,"gmtModify":1739951435849,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01347\">$HUA HONG SEMI(01347)$ </a> how many short sellers have died shorting this counter in past 3 days? ","listText":"<a href=\"https://ttm.financial/S/01347\">$HUA HONG SEMI(01347)$ </a> how many short sellers have died shorting this counter in past 3 days? ","text":"$HUA HONG SEMI(01347)$ how many short sellers have died shorting this counter in past 3 days?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405134678843560","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402387867517056,"gmtCreate":1739266830860,"gmtModify":1739266834295,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/688981\">$Semiconductor Manufacturing International Corporation(688981)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/688981\">$Semiconductor Manufacturing International Corporation(688981)$ </a><v-v data-views=\"0\"></v-v> ","text":"$Semiconductor Manufacturing International Corporation(688981)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402387867517056","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394214137589968,"gmtCreate":1737270034709,"gmtModify":1737270038430,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Just avoid whatever she buys and you will beat SNP. ","listText":"Just avoid whatever she buys and you will beat SNP. ","text":"Just avoid whatever she buys and you will beat SNP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394214137589968","repostId":"1165244958","repostType":2,"repost":{"id":"1165244958","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1737268323,"share":"https://ttm.financial/m/news/1165244958?lang=&edition=full_marsco","pubTime":"2025-01-19 14:32","market":"us","language":"en","title":"Cathie Wood's Ark Invest Is Betting Big On This AI Darling And No It's Not Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=1165244958","media":"Benzinga","summary":"On Friday, Cathie Wood-led Ark Invest made significant trades involving $Tempus AI(TEM)$, $CRISPR Therapeutics AG(CRSP)$, $UiPath(PATH)$, $Roblox Corporation(RBLX)$, $Reddit(RDDT)$, $Accolade, I","content":"<html><head></head><body><p>On Friday, Cathie Wood-led Ark Invest made significant trades involving <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>, <a href=\"https://laohu8.com/S/CRSP\">CRISPR Therapeutics AG</a>, <a href=\"https://laohu8.com/S/PATH\">UiPath</a>, <a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>, <a href=\"https://laohu8.com/S/RDDT\">Reddit</a>, <a href=\"https://laohu8.com/S/ACCD\">Accolade, Inc.</a>, and <a href=\"https://laohu8.com/S/IBTA\">Ibotta Inc</a>.</p><p><strong>The Tempus AI Trade</strong></p><p>Ark Invest's <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution ETF</a> and <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> funds made substantial purchases of Tempus AI shares. The ARKG fund acquired 27,188 shares, while the ARKK fund bought a whopping 159,344 shares.</p><p>Based on the closing price of $35.15, the total value of these trades is approximately $6.57 million. This move aligns with Ark Invest's recent trend of investing in AI-driven companies.</p><p><strong>The CRSP Trade</strong></p><p>Ark Invest's ARKG and ARKK funds also bought shares of CRISPR Therapeutics. The ARKG fund purchased 21,730 shares, while the ARKK fund added 125,690 shares.</p><p>Given the closing price of $40.53, the total value of these trades is approximately $5.96 million.</p><p><strong>The PATH, RBLX, and RDDT Trades</strong></p><p>On the other hand, Ark Invest sold shares of UiPath, Roblox, and Reddit. The ARKK fund offloaded 199,224 shares of UiPath, and 148,591 shares of Roblox, and the ARKW fund sold 5,215 shares of Reddit.</p><p>These sales indicate a shift in Ark Invest's portfolio strategy.</p><p><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>Ibotta Inc.:</strong> Ark Invest’s <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> <strong> </strong>fund bought 4,364 shares of Ibotta.</p></li><li><p><strong>Accolade Inc.</strong>: The ARKG fund sold 284,775 shares of Accolade.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Invest Is Betting Big On This AI Darling And No It's Not Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Ark Invest Is Betting Big On This AI Darling And No It's Not Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-01-19 14:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Friday, Cathie Wood-led Ark Invest made significant trades involving <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>, <a href=\"https://laohu8.com/S/CRSP\">CRISPR Therapeutics AG</a>, <a href=\"https://laohu8.com/S/PATH\">UiPath</a>, <a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>, <a href=\"https://laohu8.com/S/RDDT\">Reddit</a>, <a href=\"https://laohu8.com/S/ACCD\">Accolade, Inc.</a>, and <a href=\"https://laohu8.com/S/IBTA\">Ibotta Inc</a>.</p><p><strong>The Tempus AI Trade</strong></p><p>Ark Invest's <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution ETF</a> and <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> funds made substantial purchases of Tempus AI shares. The ARKG fund acquired 27,188 shares, while the ARKK fund bought a whopping 159,344 shares.</p><p>Based on the closing price of $35.15, the total value of these trades is approximately $6.57 million. This move aligns with Ark Invest's recent trend of investing in AI-driven companies.</p><p><strong>The CRSP Trade</strong></p><p>Ark Invest's ARKG and ARKK funds also bought shares of CRISPR Therapeutics. The ARKG fund purchased 21,730 shares, while the ARKK fund added 125,690 shares.</p><p>Given the closing price of $40.53, the total value of these trades is approximately $5.96 million.</p><p><strong>The PATH, RBLX, and RDDT Trades</strong></p><p>On the other hand, Ark Invest sold shares of UiPath, Roblox, and Reddit. The ARKK fund offloaded 199,224 shares of UiPath, and 148,591 shares of Roblox, and the ARKW fund sold 5,215 shares of Reddit.</p><p>These sales indicate a shift in Ark Invest's portfolio strategy.</p><p><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>Ibotta Inc.:</strong> Ark Invest’s <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> <strong> </strong>fund bought 4,364 shares of Ibotta.</p></li><li><p><strong>Accolade Inc.</strong>: The ARKG fund sold 284,775 shares of Accolade.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKG":"ARK Genomic Revolution ETF","RBLX":"Roblox Corporation","CRSP":"CRISPR Therapeutics AG","PATH":"UiPath","ACCD":"Accolade, Inc.","IBTA":"Ibotta Inc","RDDT":"Reddit","ARKK":"ARK Innovation ETF","TEM":"Tempus AI"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165244958","content_text":"On Friday, Cathie Wood-led Ark Invest made significant trades involving Tempus AI, CRISPR Therapeutics AG, UiPath, Roblox Corporation, Reddit, Accolade, Inc., and Ibotta Inc.The Tempus AI TradeArk Invest's ARK Genomic Revolution ETF and ARK Innovation ETF funds made substantial purchases of Tempus AI shares. The ARKG fund acquired 27,188 shares, while the ARKK fund bought a whopping 159,344 shares.Based on the closing price of $35.15, the total value of these trades is approximately $6.57 million. This move aligns with Ark Invest's recent trend of investing in AI-driven companies.The CRSP TradeArk Invest's ARKG and ARKK funds also bought shares of CRISPR Therapeutics. The ARKG fund purchased 21,730 shares, while the ARKK fund added 125,690 shares.Given the closing price of $40.53, the total value of these trades is approximately $5.96 million.The PATH, RBLX, and RDDT TradesOn the other hand, Ark Invest sold shares of UiPath, Roblox, and Reddit. The ARKK fund offloaded 199,224 shares of UiPath, and 148,591 shares of Roblox, and the ARKW fund sold 5,215 shares of Reddit.These sales indicate a shift in Ark Invest's portfolio strategy.Other Key Trades:Ibotta Inc.: Ark Invest’s ARK Fintech Innovation ETF fund bought 4,364 shares of Ibotta.Accolade Inc.: The ARKG fund sold 284,775 shares of Accolade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392469220036624,"gmtCreate":1736841787307,"gmtModify":1736841793773,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a><v-v data-views=\"0\"></v-v> ","text":"$NEW ORIENTAL-S(09901)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392469220036624","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388150684532920,"gmtCreate":1735804853983,"gmtModify":1735806377795,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Garbage company! Since when the share prices has gone higher despite the low PE ratio And high growth? ","listText":"Garbage company! Since when the share prices has gone higher despite the low PE ratio And high growth? ","text":"Garbage company! Since when the share prices has gone higher despite the low PE ratio And high growth?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388150684532920","repostId":"1149916326","repostType":2,"repost":{"id":"1149916326","kind":"news","pubTimestamp":1735784097,"share":"https://ttm.financial/m/news/1149916326?lang=&edition=full_marsco","pubTime":"2025-01-02 10:14","market":"us","language":"en","title":"PDD Holdings: A Top E-Commerce Growth Play For 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=1149916326","media":"Seeking Alpha","summary":"SummaryPDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case.The company's valuation is attractive, trading at a low","content":"<html><head></head><body><h2 id=\"id_1529669570\">Summary</h2><ul style=\"\"><li><p>PDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case.</p></li><li><p>The company's valuation is attractive, trading at a lower price-to-earnings ratio compared to Alibaba and JD.com, despite strong top line growth.</p></li><li><p>Risks include fierce competition in the Chinese e-Commerce market and a potential future slowdown in revenue growth.</p></li><li><p>PDD Holdings remains an appealing investment for 2025, given its top line momentum and significant profitability.</p></li></ul><p><a href=\"https://laohu8.com/S/PDD\">PDD Holdings</a>, also known as Pinduoduo, is a leading e-Commerce platform in China and is seeing impressive top line growth, in part because of its highly successful discount e-Commerce platform Temu, which is targeting markets outside of China. The strong upsurge in revenue and earnings is key to the bullish investment case for PDD Holdings, and I believe Pinduoduo is going to see sustained growth momentum in the years ahead. The Chinese e-Commerce enterprise has seen a rapid increase in its market valuation in September, related to optimism about Beijing's stimulus package, but shares have dropped lately, creating an engagement opportunity for long-term-oriented growth investors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee70cfc1b44c054fd5bdd7d6b4a5c110\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><h2 id=\"id_1750606471\">Previous Rating</h2><p>I rated shares of PDD Holdings a strong buy in my last work on the e-Commerce company in July – 9X P/E, Strong Growth, High Safety Margin – because I liked the company’s long-term growth prospects in the Chinese e-Commerce industry. PDD Holdings is one of the largest e-Commerce platforms in China and therefore primed to benefit from the growth of the Chinese e-Commerce sector. Pinduoduo's major financial metrics point upward, and shares are trading at an attractive earnings multiplier again.</p><h2 id=\"id_3290882029\">Pinduoduo Crushes the e-Commerce Competition in China in Terms of Growth</h2><p>PDD Holdings is one of the three largest e-Commerce companies in China, next to Alibaba (BABA) and JD.com (JD). PDD Holdings has been chiefly focused on the Chinese market but has made an aggressive push overseas by launching Temu, a wildly popular discount-oriented shopping platform.</p><p>PDD Holdings generated 99.4B Chinese Yuan ($14.1B) in revenue in the September quarter, showing a massive 44% revenue surge. At the same time, PDD Holdings’ operating profit increased 46% year-over-year to 24.3B Chinese Yuan ($3.5B). Pinduoduo also is widely profitable, generating 24.9B Chinese Yuan ($3.6B) in earnings just in the third fiscal quarter.</p><p>Temu, which is focused on buyers outside of China, is responsible for this significant growth boost, with the e-Commerce platform experiencing a surge in its gross merchandise value since its launch in 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9ae34fe95f493dc5522c4e8d254fbe5\" alt=\"PDD Holdings\" title=\"PDD Holdings\" tg-width=\"640\" tg-height=\"413\"/><span>PDD Holdings</span></p><p>Temu was launched with the express purpose to expand PDD Holdings’ e-Commerce model and cut into the turf of other online retailers outside of China, like Amazon (AMZN). Temu has seen a rapid upsurge in its gross merchandise volume, a key metric for e-Commerce companies that measures the gross dollar amount that has passed through the platform in terms of commerce transactions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b827c5d9c58086c84cd1986ecaddcc7a\" alt=\"ECommerceDB\" title=\"ECommerceDB\" tg-width=\"640\" tg-height=\"405\"/><span>ECommerceDB</span></p><p>Temu is key to Pinduoduo's growth ambitions outside of China and the company has made considerable progress to grow its financial metrics: revenues, operating income and net income have surged in the last three years, and PDD Holdings has left both Alibaba and JD.com in the dust in terms of all three figures. Going forward, growth in Temu-related gross merchandise volume as well as organic Chinese e-Commerce platform growth will be critical in order to drive an upside revaluation of Pinduoduo's valuation factor and share price.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d6551fecc4e3ff4c76a3c919709680da\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"639\"/><span>Data by YCharts</span></p><h2 id=\"id_1500034537\">PDD Holdings’ Valuation</h2><p>The e-Commerce platform has seen rapid expansion in 2024 which is mostly due to the surging popularity of Temu. Further, China announced a major stimulus package in September that would see the country relax borrowing restrictions in order to promote economic growth. Other measures included the relaxation of reserve requirements in order to take pressure off of China's struggling property sector. I have discussed China's stimulus package in my work on Alibaba: China Stimulus Plan Is A Game Changer.</p><p>After initial excitement about China's stimulus program in September, shares of e-Commerce companies dropped again, which I believe creates an exciting engagement opportunity for investors that seek a cheap e-Commerce growth play. PDD Holdings is currently valued at a price-to-earnings ratio – based off of 2025 estimated earnings – of 7.7x, while Alibaba and JD.com trade at forward earnings multipliers of 8.8X and 8.1X.</p><p>The industry group average price-to-earnings ratio is 8.2X, so Pinduoduo is still the cheapest amongst the large-scale e-Commerce players in China and trades about 18% below the historical 3-year average P/E ratio. I believe PDD could easily revalue to a 10-11X P/E ratio, assuming that the company can remain as profitable as it is now. A 10-11X earnings multiplier implies a fair value range of $127 to $140 per share.</p><p>Since Pinduoduo is both cheaper than its e-Commerce rivals in China and putting up by far the strongest performance numbers in terms of top line and earnings growth, I believe Pinduoduo currently represents the best value in the industry group. Further, Temu-driven growth is not expected to slow either, with PDD also having by far the strongest annual EPS growth prospects (see below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95d3b90ee10a39afd623b01e674e06fa\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"559\"/><span>Data by YCharts</span></p><h2 id=\"id_3801121534\">Risks with PDD Holdings</h2><p>There are a couple of risks with regard to PDD Holdings. First, competition in the Chinese e-Commerce market is fierce and cut-throat. The emergence of discount-focused e-Commerce platforms like Temu suggests that e-Commerce companies are going to see pressure on their margins going forward, which could prevent an upside revaluation. PDD is also likely, given its past surge in revenues, to grow much slower in the future, as current top line growth rates are hard to maintain long-term. What would change my mind about Pinduoduo is if the e-Commerce company were to see weakening earnings growth.</p><h2 id=\"id_3099768325\">Closing Thoughts</h2><p>PDD Holdings is an attractive China-based e-Commerce play for investors in 2025 given the massive upsurge in revenues, operating income and earnings. Temu is obviously a core asset for Pinduoduo at this point and is responsible for the massive upsurge in revenues and operating income in the last several quarters. PDD Holdings' main advantage, in my opinion, is the company's unreasonably low valuation based off of earnings, especially when compared against its rivals. With a forward P/E ratio of only 7.7X, Pinduoduo is even cheaper than e-Commerce competitors such as Alibaba... which are not expensive either. I see a ton of potential for PDD Holdings to grow inside and outside of China (via Temu) as well as a highly favorable risk profile for long-term investors.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PDD Holdings: A Top E-Commerce Growth Play For 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPDD Holdings: A Top E-Commerce Growth Play For 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-02 10:14 GMT+8 <a href=https://seekingalpha.com/article/4747154-pdd-holdings-a-top-e-commerce-growth-play-for-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case.The company's valuation is attractive, trading at a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4747154-pdd-holdings-a-top-e-commerce-growth-play-for-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"https://seekingalpha.com/article/4747154-pdd-holdings-a-top-e-commerce-growth-play-for-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149916326","content_text":"SummaryPDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case.The company's valuation is attractive, trading at a lower price-to-earnings ratio compared to Alibaba and JD.com, despite strong top line growth.Risks include fierce competition in the Chinese e-Commerce market and a potential future slowdown in revenue growth.PDD Holdings remains an appealing investment for 2025, given its top line momentum and significant profitability.PDD Holdings, also known as Pinduoduo, is a leading e-Commerce platform in China and is seeing impressive top line growth, in part because of its highly successful discount e-Commerce platform Temu, which is targeting markets outside of China. The strong upsurge in revenue and earnings is key to the bullish investment case for PDD Holdings, and I believe Pinduoduo is going to see sustained growth momentum in the years ahead. The Chinese e-Commerce enterprise has seen a rapid increase in its market valuation in September, related to optimism about Beijing's stimulus package, but shares have dropped lately, creating an engagement opportunity for long-term-oriented growth investors.Data by YChartsPrevious RatingI rated shares of PDD Holdings a strong buy in my last work on the e-Commerce company in July – 9X P/E, Strong Growth, High Safety Margin – because I liked the company’s long-term growth prospects in the Chinese e-Commerce industry. PDD Holdings is one of the largest e-Commerce platforms in China and therefore primed to benefit from the growth of the Chinese e-Commerce sector. Pinduoduo's major financial metrics point upward, and shares are trading at an attractive earnings multiplier again.Pinduoduo Crushes the e-Commerce Competition in China in Terms of GrowthPDD Holdings is one of the three largest e-Commerce companies in China, next to Alibaba (BABA) and JD.com (JD). PDD Holdings has been chiefly focused on the Chinese market but has made an aggressive push overseas by launching Temu, a wildly popular discount-oriented shopping platform.PDD Holdings generated 99.4B Chinese Yuan ($14.1B) in revenue in the September quarter, showing a massive 44% revenue surge. At the same time, PDD Holdings’ operating profit increased 46% year-over-year to 24.3B Chinese Yuan ($3.5B). Pinduoduo also is widely profitable, generating 24.9B Chinese Yuan ($3.6B) in earnings just in the third fiscal quarter.Temu, which is focused on buyers outside of China, is responsible for this significant growth boost, with the e-Commerce platform experiencing a surge in its gross merchandise value since its launch in 2022.PDD HoldingsTemu was launched with the express purpose to expand PDD Holdings’ e-Commerce model and cut into the turf of other online retailers outside of China, like Amazon (AMZN). Temu has seen a rapid upsurge in its gross merchandise volume, a key metric for e-Commerce companies that measures the gross dollar amount that has passed through the platform in terms of commerce transactions.ECommerceDBTemu is key to Pinduoduo's growth ambitions outside of China and the company has made considerable progress to grow its financial metrics: revenues, operating income and net income have surged in the last three years, and PDD Holdings has left both Alibaba and JD.com in the dust in terms of all three figures. Going forward, growth in Temu-related gross merchandise volume as well as organic Chinese e-Commerce platform growth will be critical in order to drive an upside revaluation of Pinduoduo's valuation factor and share price.Data by YChartsPDD Holdings’ ValuationThe e-Commerce platform has seen rapid expansion in 2024 which is mostly due to the surging popularity of Temu. Further, China announced a major stimulus package in September that would see the country relax borrowing restrictions in order to promote economic growth. Other measures included the relaxation of reserve requirements in order to take pressure off of China's struggling property sector. I have discussed China's stimulus package in my work on Alibaba: China Stimulus Plan Is A Game Changer.After initial excitement about China's stimulus program in September, shares of e-Commerce companies dropped again, which I believe creates an exciting engagement opportunity for investors that seek a cheap e-Commerce growth play. PDD Holdings is currently valued at a price-to-earnings ratio – based off of 2025 estimated earnings – of 7.7x, while Alibaba and JD.com trade at forward earnings multipliers of 8.8X and 8.1X.The industry group average price-to-earnings ratio is 8.2X, so Pinduoduo is still the cheapest amongst the large-scale e-Commerce players in China and trades about 18% below the historical 3-year average P/E ratio. I believe PDD could easily revalue to a 10-11X P/E ratio, assuming that the company can remain as profitable as it is now. A 10-11X earnings multiplier implies a fair value range of $127 to $140 per share.Since Pinduoduo is both cheaper than its e-Commerce rivals in China and putting up by far the strongest performance numbers in terms of top line and earnings growth, I believe Pinduoduo currently represents the best value in the industry group. Further, Temu-driven growth is not expected to slow either, with PDD also having by far the strongest annual EPS growth prospects (see below).Data by YChartsRisks with PDD HoldingsThere are a couple of risks with regard to PDD Holdings. First, competition in the Chinese e-Commerce market is fierce and cut-throat. The emergence of discount-focused e-Commerce platforms like Temu suggests that e-Commerce companies are going to see pressure on their margins going forward, which could prevent an upside revaluation. PDD is also likely, given its past surge in revenues, to grow much slower in the future, as current top line growth rates are hard to maintain long-term. What would change my mind about Pinduoduo is if the e-Commerce company were to see weakening earnings growth.Closing ThoughtsPDD Holdings is an attractive China-based e-Commerce play for investors in 2025 given the massive upsurge in revenues, operating income and earnings. Temu is obviously a core asset for Pinduoduo at this point and is responsible for the massive upsurge in revenues and operating income in the last several quarters. PDD Holdings' main advantage, in my opinion, is the company's unreasonably low valuation based off of earnings, especially when compared against its rivals. With a forward P/E ratio of only 7.7X, Pinduoduo is even cheaper than e-Commerce competitors such as Alibaba... which are not expensive either. I see a ton of potential for PDD Holdings to grow inside and outside of China (via Temu) as well as a highly favorable risk profile for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380978423873688,"gmtCreate":1734056446595,"gmtModify":1734056682511,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a> Pure garbage company! ","listText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a> Pure garbage company! ","text":"$NEW ORIENTAL-S(09901)$ Pure garbage company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380978423873688","isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376892286947368,"gmtCreate":1733032943390,"gmtModify":1733032947314,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Yes yes. That $1m is reserved for his doctors.","listText":"Yes yes. That $1m is reserved for his doctors.","text":"Yes yes. That $1m is reserved for his doctors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376892286947368","isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373725676208168,"gmtCreate":1732250982338,"gmtModify":1732251195686,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Don't bloody waste time on Chinese ADR. They have got little investment values regardless what valuations. ","listText":"Don't bloody waste time on Chinese ADR. They have got little investment values regardless what valuations. ","text":"Don't bloody waste time on Chinese ADR. They have got little investment values regardless what valuations.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373725676208168","repostId":"2485446914","repostType":4,"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133301963989642","authorId":"4133301963989642","name":"Chungcme","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4133301963989642","authorIdStr":"4133301963989642"},"content":"Not true. I got very healthy gains from GDS and Trip.com","text":"Not true. I got very healthy gains from GDS and Trip.com","html":"Not true. I got very healthy gains from GDS and Trip.com"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363110293303320,"gmtCreate":1729676505879,"gmtModify":1729676510045,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/EDU\">$New Oriental Education & Technology(EDU)$ </a> Where on earth can you find another more shxtty counter like EDU? ","listText":"<a href=\"https://ttm.financial/S/EDU\">$New Oriental Education & Technology(EDU)$ </a> Where on earth can you find another more shxtty counter like EDU? ","text":"$New Oriental Education & Technology(EDU)$ Where on earth can you find another more shxtty counter like EDU?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363110293303320","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363056348573880,"gmtCreate":1729672637789,"gmtModify":1729674957144,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Typical pump dump. ","listText":"Typical pump dump. ","text":"Typical pump dump.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363056348573880","repostId":"1198983283","repostType":2,"isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362990591156296,"gmtCreate":1729656662845,"gmtModify":1729661584352,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$ </a> The more chip sanctions US places on China, the more valuable these Chinese chipmakers will become. They are existentially critical. ","listText":"<a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$ </a> The more chip sanctions US places on China, the more valuable these Chinese chipmakers will become. They are existentially critical. ","text":"$SMIC(00981)$ The more chip sanctions US places on China, the more valuable these Chinese chipmakers will become. They are existentially critical.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362990591156296","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355899445039520,"gmtCreate":1727892922870,"gmtModify":1727914735985,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$ </a><v-v data-views=\"0\"></v-v>","text":"$TAL Education Group(TAL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355899445039520","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315746570522704,"gmtCreate":1718118012854,"gmtModify":1718119294206,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Issuance doesn't matter. ","listText":"Issuance doesn't matter. ","text":"Issuance doesn't matter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315746570522704","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":413045277110408,"gmtCreate":1741874071047,"gmtModify":1741876684466,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$ </a><v-v data-views=\"0\"></v-v> just another garbage \"education\" counter. ","listText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$ </a><v-v data-views=\"0\"></v-v> just another garbage \"education\" counter. ","text":"$TAL Education Group(TAL)$ just another garbage \"education\" counter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/413045277110408","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394214137589968,"gmtCreate":1737270034709,"gmtModify":1737270038430,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Just avoid whatever she buys and you will beat SNP. ","listText":"Just avoid whatever she buys and you will beat SNP. ","text":"Just avoid whatever she buys and you will beat SNP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394214137589968","repostId":"1165244958","repostType":2,"repost":{"id":"1165244958","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1737268323,"share":"https://ttm.financial/m/news/1165244958?lang=&edition=full_marsco","pubTime":"2025-01-19 14:32","market":"us","language":"en","title":"Cathie Wood's Ark Invest Is Betting Big On This AI Darling And No It's Not Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=1165244958","media":"Benzinga","summary":"On Friday, Cathie Wood-led Ark Invest made significant trades involving $Tempus AI(TEM)$, $CRISPR Therapeutics AG(CRSP)$, $UiPath(PATH)$, $Roblox Corporation(RBLX)$, $Reddit(RDDT)$, $Accolade, I","content":"<html><head></head><body><p>On Friday, Cathie Wood-led Ark Invest made significant trades involving <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>, <a href=\"https://laohu8.com/S/CRSP\">CRISPR Therapeutics AG</a>, <a href=\"https://laohu8.com/S/PATH\">UiPath</a>, <a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>, <a href=\"https://laohu8.com/S/RDDT\">Reddit</a>, <a href=\"https://laohu8.com/S/ACCD\">Accolade, Inc.</a>, and <a href=\"https://laohu8.com/S/IBTA\">Ibotta Inc</a>.</p><p><strong>The Tempus AI Trade</strong></p><p>Ark Invest's <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution ETF</a> and <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> funds made substantial purchases of Tempus AI shares. The ARKG fund acquired 27,188 shares, while the ARKK fund bought a whopping 159,344 shares.</p><p>Based on the closing price of $35.15, the total value of these trades is approximately $6.57 million. This move aligns with Ark Invest's recent trend of investing in AI-driven companies.</p><p><strong>The CRSP Trade</strong></p><p>Ark Invest's ARKG and ARKK funds also bought shares of CRISPR Therapeutics. The ARKG fund purchased 21,730 shares, while the ARKK fund added 125,690 shares.</p><p>Given the closing price of $40.53, the total value of these trades is approximately $5.96 million.</p><p><strong>The PATH, RBLX, and RDDT Trades</strong></p><p>On the other hand, Ark Invest sold shares of UiPath, Roblox, and Reddit. The ARKK fund offloaded 199,224 shares of UiPath, and 148,591 shares of Roblox, and the ARKW fund sold 5,215 shares of Reddit.</p><p>These sales indicate a shift in Ark Invest's portfolio strategy.</p><p><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>Ibotta Inc.:</strong> Ark Invest’s <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> <strong> </strong>fund bought 4,364 shares of Ibotta.</p></li><li><p><strong>Accolade Inc.</strong>: The ARKG fund sold 284,775 shares of Accolade.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Invest Is Betting Big On This AI Darling And No It's Not Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Ark Invest Is Betting Big On This AI Darling And No It's Not Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-01-19 14:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Friday, Cathie Wood-led Ark Invest made significant trades involving <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>, <a href=\"https://laohu8.com/S/CRSP\">CRISPR Therapeutics AG</a>, <a href=\"https://laohu8.com/S/PATH\">UiPath</a>, <a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>, <a href=\"https://laohu8.com/S/RDDT\">Reddit</a>, <a href=\"https://laohu8.com/S/ACCD\">Accolade, Inc.</a>, and <a href=\"https://laohu8.com/S/IBTA\">Ibotta Inc</a>.</p><p><strong>The Tempus AI Trade</strong></p><p>Ark Invest's <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution ETF</a> and <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> funds made substantial purchases of Tempus AI shares. The ARKG fund acquired 27,188 shares, while the ARKK fund bought a whopping 159,344 shares.</p><p>Based on the closing price of $35.15, the total value of these trades is approximately $6.57 million. This move aligns with Ark Invest's recent trend of investing in AI-driven companies.</p><p><strong>The CRSP Trade</strong></p><p>Ark Invest's ARKG and ARKK funds also bought shares of CRISPR Therapeutics. The ARKG fund purchased 21,730 shares, while the ARKK fund added 125,690 shares.</p><p>Given the closing price of $40.53, the total value of these trades is approximately $5.96 million.</p><p><strong>The PATH, RBLX, and RDDT Trades</strong></p><p>On the other hand, Ark Invest sold shares of UiPath, Roblox, and Reddit. The ARKK fund offloaded 199,224 shares of UiPath, and 148,591 shares of Roblox, and the ARKW fund sold 5,215 shares of Reddit.</p><p>These sales indicate a shift in Ark Invest's portfolio strategy.</p><p><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>Ibotta Inc.:</strong> Ark Invest’s <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> <strong> </strong>fund bought 4,364 shares of Ibotta.</p></li><li><p><strong>Accolade Inc.</strong>: The ARKG fund sold 284,775 shares of Accolade.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKG":"ARK Genomic Revolution ETF","RBLX":"Roblox Corporation","CRSP":"CRISPR Therapeutics AG","PATH":"UiPath","ACCD":"Accolade, Inc.","IBTA":"Ibotta Inc","RDDT":"Reddit","ARKK":"ARK Innovation ETF","TEM":"Tempus AI"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165244958","content_text":"On Friday, Cathie Wood-led Ark Invest made significant trades involving Tempus AI, CRISPR Therapeutics AG, UiPath, Roblox Corporation, Reddit, Accolade, Inc., and Ibotta Inc.The Tempus AI TradeArk Invest's ARK Genomic Revolution ETF and ARK Innovation ETF funds made substantial purchases of Tempus AI shares. The ARKG fund acquired 27,188 shares, while the ARKK fund bought a whopping 159,344 shares.Based on the closing price of $35.15, the total value of these trades is approximately $6.57 million. This move aligns with Ark Invest's recent trend of investing in AI-driven companies.The CRSP TradeArk Invest's ARKG and ARKK funds also bought shares of CRISPR Therapeutics. The ARKG fund purchased 21,730 shares, while the ARKK fund added 125,690 shares.Given the closing price of $40.53, the total value of these trades is approximately $5.96 million.The PATH, RBLX, and RDDT TradesOn the other hand, Ark Invest sold shares of UiPath, Roblox, and Reddit. The ARKK fund offloaded 199,224 shares of UiPath, and 148,591 shares of Roblox, and the ARKW fund sold 5,215 shares of Reddit.These sales indicate a shift in Ark Invest's portfolio strategy.Other Key Trades:Ibotta Inc.: Ark Invest’s ARK Fintech Innovation ETF fund bought 4,364 shares of Ibotta.Accolade Inc.: The ARKG fund sold 284,775 shares of Accolade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373725676208168,"gmtCreate":1732250982338,"gmtModify":1732251195686,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Don't bloody waste time on Chinese ADR. They have got little investment values regardless what valuations. ","listText":"Don't bloody waste time on Chinese ADR. They have got little investment values regardless what valuations. ","text":"Don't bloody waste time on Chinese ADR. They have got little investment values regardless what valuations.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373725676208168","repostId":"2485446914","repostType":4,"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133301963989642","authorId":"4133301963989642","name":"Chungcme","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4133301963989642","authorIdStr":"4133301963989642"},"content":"Not true. I got very healthy gains from GDS and Trip.com","text":"Not true. I got very healthy gains from GDS and Trip.com","html":"Not true. I got very healthy gains from GDS and Trip.com"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362990591156296,"gmtCreate":1729656662845,"gmtModify":1729661584352,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$ </a> The more chip sanctions US places on China, the more valuable these Chinese chipmakers will become. They are existentially critical. ","listText":"<a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$ </a> The more chip sanctions US places on China, the more valuable these Chinese chipmakers will become. They are existentially critical. ","text":"$SMIC(00981)$ The more chip sanctions US places on China, the more valuable these Chinese chipmakers will become. They are existentially critical.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362990591156296","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412822959534144,"gmtCreate":1741760803883,"gmtModify":1741760807454,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$ </a><v-v data-views=\"0\"></v-v> share price are super heavy. Seems like big boys are unloading now ahead of earnings Results! ","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$ </a><v-v data-views=\"0\"></v-v> share price are super heavy. Seems like big boys are unloading now ahead of earnings Results! ","text":"$XIAOMI-W(01810)$ share price are super heavy. Seems like big boys are unloading now ahead of earnings Results!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412822959534144","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363056348573880,"gmtCreate":1729672637789,"gmtModify":1729674957144,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Typical pump dump. ","listText":"Typical pump dump. ","text":"Typical pump dump.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363056348573880","repostId":"1198983283","repostType":2,"isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315746570522704,"gmtCreate":1718118012854,"gmtModify":1718119294206,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Issuance doesn't matter. ","listText":"Issuance doesn't matter. ","text":"Issuance doesn't matter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315746570522704","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410229233320096,"gmtCreate":1741133413192,"gmtModify":1741138948627,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$ </a><v-v data-views=\"0\"></v-v> pure baggage bank ran by dumb DEI. Lowest ps and roe! All talks and zero strategies. ","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$ </a><v-v data-views=\"0\"></v-v> pure baggage bank ran by dumb DEI. Lowest ps and roe! All talks and zero strategies. ","text":"$Citigroup(C)$ pure baggage bank ran by dumb DEI. Lowest ps and roe! All talks and zero strategies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410229233320096","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406936486949152,"gmtCreate":1740377609694,"gmtModify":1740377744588,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a><v-v data-views=\"0\"></v-v> this is the most garbage education Stocks. ","listText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a><v-v data-views=\"0\"></v-v> this is the most garbage education Stocks. ","text":"$NEW ORIENTAL-S(09901)$ this is the most garbage education Stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406936486949152","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405997472624768,"gmtCreate":1740104955226,"gmtModify":1740106373925,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Growth lacking? Why no such analyst commented on the crazily dumb valuation of some U.S. ai companies With P/S at 100x???? ","listText":"Growth lacking? Why no such analyst commented on the crazily dumb valuation of some U.S. ai companies With P/S at 100x???? ","text":"Growth lacking? Why no such analyst commented on the crazily dumb valuation of some U.S. ai companies With P/S at 100x????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405997472624768","repostId":"2512724462","repostType":2,"repost":{"id":"2512724462","kind":"highlight","pubTimestamp":1740005014,"share":"https://ttm.financial/m/news/2512724462?lang=&edition=full_marsco","pubTime":"2025-02-20 06:43","market":"us","language":"en","title":"Optimistic Investors Push Semiconductor Manufacturing International Corporation (HKG:981) Shares Up 31% But Growth Is Lacking","url":"https://stock-news.laohu8.com/highlight/detail?id=2512724462","media":"Simply Wall St.","summary":"Despite an already strong run, Semiconductor Manufacturing International Corporation ( HKG:981 ) shares have been...","content":"<html><body><div><p> Despite an already strong run, <strong>Semiconductor Manufacturing International Corporation</strong> (HKG:981) shares have been powering on, with a gain of 31% in the last thirty days. The last month tops off a massive increase of 244% in the last year. </p><p> Since its price has surged higher, when almost half of the companies in Hong Kong's Semiconductor industry have price-to-sales ratios (or \"P/S\") below 1.5x, you may consider Semiconductor Manufacturing International as a stock not worth researching with its 7.1x P/S ratio. However, the P/S might be quite high for a reason and it requires further investigation to determine if it's justified. </p> <p><span> View our latest analysis for Semiconductor Manufacturing International </span></p><figure><img height=\"325\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/1379992-ps-multiple-vs-industry-1-dark/1740005012801\" width=\"820\"/><figcaption>SEHK:981 Price to Sales Ratio vs Industry February 19th 2025</figcaption></figure><h3> What Does Semiconductor Manufacturing International's Recent Performance Look Like? </h3><p> With revenue growth that's superior to most other companies of late, Semiconductor Manufacturing International has been doing relatively well. It seems the market expects this form will continue into the future, hence the elevated P/S ratio. If not, then existing shareholders might be a little nervous about the viability of the share price. </p> Keen to find out how analysts think Semiconductor Manufacturing International's future stacks up against the industry? In that case, our <strong>free </strong>report is a great place to start. <h2> How Is Semiconductor Manufacturing International's Revenue Growth Trending? </h2><p> There's an inherent assumption that a company should far outperform the industry for P/S ratios like Semiconductor Manufacturing International's to be considered reasonable. </p><p> Taking a look back first, we see that the company grew revenue by an impressive 20% last year. The latest three year period has also seen an excellent 55% overall rise in revenue, aided by its short-term performance. Accordingly, shareholders would have definitely welcomed those medium-term rates of revenue growth. </p> <p> Looking ahead now, revenue is anticipated to climb by 17% each year during the coming three years according to the analysts following the company. With the industry predicted to deliver 18% growth per annum, the company is positioned for a comparable revenue result. </p><p> With this in consideration, we find it intriguing that Semiconductor Manufacturing International's P/S is higher than its industry peers. It seems most investors are ignoring the fairly average growth expectations and are willing to pay up for exposure to the stock. Although, additional gains will be difficult to achieve as this level of revenue growth is likely to weigh down the share price eventually. </p> <h2> What Does Semiconductor Manufacturing International's P/S Mean For Investors? </h2><p> Shares in Semiconductor Manufacturing International have seen a strong upwards swing lately, which has really helped boost its P/S figure. While the price-to-sales ratio shouldn't be the defining factor in whether you buy a stock or not, it's quite a capable barometer of revenue expectations. </p><p> Given Semiconductor Manufacturing International's future revenue forecasts are in line with the wider industry, the fact that it trades at an elevated P/S is somewhat surprising. The fact that the revenue figures aren't setting the world alight has us doubtful that the company's elevated P/S can be sustainable for the long term. Unless the company can jump ahead of the rest of the industry in the short-term, it'll be a challenge to maintain the share price at current levels. </p><p> And what about other risks? Every company has them, and we've spotted <strong> 3 warning signs for Semiconductor Manufacturing International </strong> you should know about. </p><p> <strong>If companies with solid past earnings growth is up your alley</strong>, you may wish to see this <strong>free</strong> collection of other companies with strong earnings growth and low P/E ratios. </p><div><h3><strong>New: </strong>Manage All Your Stock Portfolios in One Place</h3><p>We've created the <strong>ultimate portfolio companion</strong> for stock investors, <strong>and it's free.</strong></p><p>• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocks</p>Try a Demo Portfolio for Free</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Optimistic Investors Push Semiconductor Manufacturing International Corporation (HKG:981) Shares Up 31% But Growth Is Lacking</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOptimistic Investors Push Semiconductor Manufacturing International Corporation (HKG:981) Shares Up 31% But Growth Is Lacking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 06:43 GMT+8 <a href=https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/optimistic-investors-push-semiconductor-manufacturing-intern><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite an already strong run, Semiconductor Manufacturing International Corporation (HKG:981) shares have been powering on, with a gain of 31% in the last thirty days. The last month tops off a ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/optimistic-investors-push-semiconductor-manufacturing-intern\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996","relate_stocks":{"ISBC":"投资者银行","00981":"中芯国际","BK1607":"新IT概念","BK1610":"ETF&股票定投概念","BK1163":"半导体产品","BK4211":"区域性银行","BK1526":"科网股"},"source_url":"https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/optimistic-investors-push-semiconductor-manufacturing-intern","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512724462","content_text":"Despite an already strong run, Semiconductor Manufacturing International Corporation (HKG:981) shares have been powering on, with a gain of 31% in the last thirty days. The last month tops off a massive increase of 244% in the last year. Since its price has surged higher, when almost half of the companies in Hong Kong's Semiconductor industry have price-to-sales ratios (or \"P/S\") below 1.5x, you may consider Semiconductor Manufacturing International as a stock not worth researching with its 7.1x P/S ratio. However, the P/S might be quite high for a reason and it requires further investigation to determine if it's justified. View our latest analysis for Semiconductor Manufacturing International SEHK:981 Price to Sales Ratio vs Industry February 19th 2025 What Does Semiconductor Manufacturing International's Recent Performance Look Like? With revenue growth that's superior to most other companies of late, Semiconductor Manufacturing International has been doing relatively well. It seems the market expects this form will continue into the future, hence the elevated P/S ratio. If not, then existing shareholders might be a little nervous about the viability of the share price. Keen to find out how analysts think Semiconductor Manufacturing International's future stacks up against the industry? In that case, our free report is a great place to start. How Is Semiconductor Manufacturing International's Revenue Growth Trending? There's an inherent assumption that a company should far outperform the industry for P/S ratios like Semiconductor Manufacturing International's to be considered reasonable. Taking a look back first, we see that the company grew revenue by an impressive 20% last year. The latest three year period has also seen an excellent 55% overall rise in revenue, aided by its short-term performance. Accordingly, shareholders would have definitely welcomed those medium-term rates of revenue growth. Looking ahead now, revenue is anticipated to climb by 17% each year during the coming three years according to the analysts following the company. With the industry predicted to deliver 18% growth per annum, the company is positioned for a comparable revenue result. With this in consideration, we find it intriguing that Semiconductor Manufacturing International's P/S is higher than its industry peers. It seems most investors are ignoring the fairly average growth expectations and are willing to pay up for exposure to the stock. Although, additional gains will be difficult to achieve as this level of revenue growth is likely to weigh down the share price eventually. What Does Semiconductor Manufacturing International's P/S Mean For Investors? Shares in Semiconductor Manufacturing International have seen a strong upwards swing lately, which has really helped boost its P/S figure. While the price-to-sales ratio shouldn't be the defining factor in whether you buy a stock or not, it's quite a capable barometer of revenue expectations. Given Semiconductor Manufacturing International's future revenue forecasts are in line with the wider industry, the fact that it trades at an elevated P/S is somewhat surprising. The fact that the revenue figures aren't setting the world alight has us doubtful that the company's elevated P/S can be sustainable for the long term. Unless the company can jump ahead of the rest of the industry in the short-term, it'll be a challenge to maintain the share price at current levels. And what about other risks? Every company has them, and we've spotted 3 warning signs for Semiconductor Manufacturing International you should know about. If companies with solid past earnings growth is up your alley, you may wish to see this free collection of other companies with strong earnings growth and low P/E ratios. New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405799646662944,"gmtCreate":1740100060796,"gmtModify":1740100063072,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$ </a><v-v data-views=\"0\"></v-v> ","text":"$CapitaLandInvest(9CI.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405799646662944","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405281327518128,"gmtCreate":1739984460037,"gmtModify":1739984909634,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> PUMP DUMP DIE","listText":"<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> PUMP DUMP DIE","text":"$PDD Holdings Inc(PDD)$ PUMP DUMP DIE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405281327518128","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405134678843560,"gmtCreate":1739951432503,"gmtModify":1739951435849,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01347\">$HUA HONG SEMI(01347)$ </a> how many short sellers have died shorting this counter in past 3 days? ","listText":"<a href=\"https://ttm.financial/S/01347\">$HUA HONG SEMI(01347)$ </a> how many short sellers have died shorting this counter in past 3 days? ","text":"$HUA HONG SEMI(01347)$ how many short sellers have died shorting this counter in past 3 days?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405134678843560","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402387867517056,"gmtCreate":1739266830860,"gmtModify":1739266834295,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/688981\">$Semiconductor Manufacturing International Corporation(688981)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/688981\">$Semiconductor Manufacturing International Corporation(688981)$ </a><v-v data-views=\"0\"></v-v> ","text":"$Semiconductor Manufacturing International Corporation(688981)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402387867517056","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392469220036624,"gmtCreate":1736841787307,"gmtModify":1736841793773,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a><v-v data-views=\"0\"></v-v> ","text":"$NEW ORIENTAL-S(09901)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392469220036624","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388150684532920,"gmtCreate":1735804853983,"gmtModify":1735806377795,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Garbage company! Since when the share prices has gone higher despite the low PE ratio And high growth? ","listText":"Garbage company! Since when the share prices has gone higher despite the low PE ratio And high growth? ","text":"Garbage company! Since when the share prices has gone higher despite the low PE ratio And high growth?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388150684532920","repostId":"1149916326","repostType":2,"repost":{"id":"1149916326","kind":"news","pubTimestamp":1735784097,"share":"https://ttm.financial/m/news/1149916326?lang=&edition=full_marsco","pubTime":"2025-01-02 10:14","market":"us","language":"en","title":"PDD Holdings: A Top E-Commerce Growth Play For 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=1149916326","media":"Seeking Alpha","summary":"SummaryPDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case.The company's valuation is attractive, trading at a low","content":"<html><head></head><body><h2 id=\"id_1529669570\">Summary</h2><ul style=\"\"><li><p>PDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case.</p></li><li><p>The company's valuation is attractive, trading at a lower price-to-earnings ratio compared to Alibaba and JD.com, despite strong top line growth.</p></li><li><p>Risks include fierce competition in the Chinese e-Commerce market and a potential future slowdown in revenue growth.</p></li><li><p>PDD Holdings remains an appealing investment for 2025, given its top line momentum and significant profitability.</p></li></ul><p><a href=\"https://laohu8.com/S/PDD\">PDD Holdings</a>, also known as Pinduoduo, is a leading e-Commerce platform in China and is seeing impressive top line growth, in part because of its highly successful discount e-Commerce platform Temu, which is targeting markets outside of China. The strong upsurge in revenue and earnings is key to the bullish investment case for PDD Holdings, and I believe Pinduoduo is going to see sustained growth momentum in the years ahead. The Chinese e-Commerce enterprise has seen a rapid increase in its market valuation in September, related to optimism about Beijing's stimulus package, but shares have dropped lately, creating an engagement opportunity for long-term-oriented growth investors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee70cfc1b44c054fd5bdd7d6b4a5c110\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><h2 id=\"id_1750606471\">Previous Rating</h2><p>I rated shares of PDD Holdings a strong buy in my last work on the e-Commerce company in July – 9X P/E, Strong Growth, High Safety Margin – because I liked the company’s long-term growth prospects in the Chinese e-Commerce industry. PDD Holdings is one of the largest e-Commerce platforms in China and therefore primed to benefit from the growth of the Chinese e-Commerce sector. Pinduoduo's major financial metrics point upward, and shares are trading at an attractive earnings multiplier again.</p><h2 id=\"id_3290882029\">Pinduoduo Crushes the e-Commerce Competition in China in Terms of Growth</h2><p>PDD Holdings is one of the three largest e-Commerce companies in China, next to Alibaba (BABA) and JD.com (JD). PDD Holdings has been chiefly focused on the Chinese market but has made an aggressive push overseas by launching Temu, a wildly popular discount-oriented shopping platform.</p><p>PDD Holdings generated 99.4B Chinese Yuan ($14.1B) in revenue in the September quarter, showing a massive 44% revenue surge. At the same time, PDD Holdings’ operating profit increased 46% year-over-year to 24.3B Chinese Yuan ($3.5B). Pinduoduo also is widely profitable, generating 24.9B Chinese Yuan ($3.6B) in earnings just in the third fiscal quarter.</p><p>Temu, which is focused on buyers outside of China, is responsible for this significant growth boost, with the e-Commerce platform experiencing a surge in its gross merchandise value since its launch in 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9ae34fe95f493dc5522c4e8d254fbe5\" alt=\"PDD Holdings\" title=\"PDD Holdings\" tg-width=\"640\" tg-height=\"413\"/><span>PDD Holdings</span></p><p>Temu was launched with the express purpose to expand PDD Holdings’ e-Commerce model and cut into the turf of other online retailers outside of China, like Amazon (AMZN). Temu has seen a rapid upsurge in its gross merchandise volume, a key metric for e-Commerce companies that measures the gross dollar amount that has passed through the platform in terms of commerce transactions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b827c5d9c58086c84cd1986ecaddcc7a\" alt=\"ECommerceDB\" title=\"ECommerceDB\" tg-width=\"640\" tg-height=\"405\"/><span>ECommerceDB</span></p><p>Temu is key to Pinduoduo's growth ambitions outside of China and the company has made considerable progress to grow its financial metrics: revenues, operating income and net income have surged in the last three years, and PDD Holdings has left both Alibaba and JD.com in the dust in terms of all three figures. Going forward, growth in Temu-related gross merchandise volume as well as organic Chinese e-Commerce platform growth will be critical in order to drive an upside revaluation of Pinduoduo's valuation factor and share price.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d6551fecc4e3ff4c76a3c919709680da\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"639\"/><span>Data by YCharts</span></p><h2 id=\"id_1500034537\">PDD Holdings’ Valuation</h2><p>The e-Commerce platform has seen rapid expansion in 2024 which is mostly due to the surging popularity of Temu. Further, China announced a major stimulus package in September that would see the country relax borrowing restrictions in order to promote economic growth. Other measures included the relaxation of reserve requirements in order to take pressure off of China's struggling property sector. I have discussed China's stimulus package in my work on Alibaba: China Stimulus Plan Is A Game Changer.</p><p>After initial excitement about China's stimulus program in September, shares of e-Commerce companies dropped again, which I believe creates an exciting engagement opportunity for investors that seek a cheap e-Commerce growth play. PDD Holdings is currently valued at a price-to-earnings ratio – based off of 2025 estimated earnings – of 7.7x, while Alibaba and JD.com trade at forward earnings multipliers of 8.8X and 8.1X.</p><p>The industry group average price-to-earnings ratio is 8.2X, so Pinduoduo is still the cheapest amongst the large-scale e-Commerce players in China and trades about 18% below the historical 3-year average P/E ratio. I believe PDD could easily revalue to a 10-11X P/E ratio, assuming that the company can remain as profitable as it is now. A 10-11X earnings multiplier implies a fair value range of $127 to $140 per share.</p><p>Since Pinduoduo is both cheaper than its e-Commerce rivals in China and putting up by far the strongest performance numbers in terms of top line and earnings growth, I believe Pinduoduo currently represents the best value in the industry group. Further, Temu-driven growth is not expected to slow either, with PDD also having by far the strongest annual EPS growth prospects (see below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95d3b90ee10a39afd623b01e674e06fa\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"559\"/><span>Data by YCharts</span></p><h2 id=\"id_3801121534\">Risks with PDD Holdings</h2><p>There are a couple of risks with regard to PDD Holdings. First, competition in the Chinese e-Commerce market is fierce and cut-throat. The emergence of discount-focused e-Commerce platforms like Temu suggests that e-Commerce companies are going to see pressure on their margins going forward, which could prevent an upside revaluation. PDD is also likely, given its past surge in revenues, to grow much slower in the future, as current top line growth rates are hard to maintain long-term. What would change my mind about Pinduoduo is if the e-Commerce company were to see weakening earnings growth.</p><h2 id=\"id_3099768325\">Closing Thoughts</h2><p>PDD Holdings is an attractive China-based e-Commerce play for investors in 2025 given the massive upsurge in revenues, operating income and earnings. Temu is obviously a core asset for Pinduoduo at this point and is responsible for the massive upsurge in revenues and operating income in the last several quarters. PDD Holdings' main advantage, in my opinion, is the company's unreasonably low valuation based off of earnings, especially when compared against its rivals. With a forward P/E ratio of only 7.7X, Pinduoduo is even cheaper than e-Commerce competitors such as Alibaba... which are not expensive either. I see a ton of potential for PDD Holdings to grow inside and outside of China (via Temu) as well as a highly favorable risk profile for long-term investors.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PDD Holdings: A Top E-Commerce Growth Play For 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPDD Holdings: A Top E-Commerce Growth Play For 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-02 10:14 GMT+8 <a href=https://seekingalpha.com/article/4747154-pdd-holdings-a-top-e-commerce-growth-play-for-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case.The company's valuation is attractive, trading at a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4747154-pdd-holdings-a-top-e-commerce-growth-play-for-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"https://seekingalpha.com/article/4747154-pdd-holdings-a-top-e-commerce-growth-play-for-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149916326","content_text":"SummaryPDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case.The company's valuation is attractive, trading at a lower price-to-earnings ratio compared to Alibaba and JD.com, despite strong top line growth.Risks include fierce competition in the Chinese e-Commerce market and a potential future slowdown in revenue growth.PDD Holdings remains an appealing investment for 2025, given its top line momentum and significant profitability.PDD Holdings, also known as Pinduoduo, is a leading e-Commerce platform in China and is seeing impressive top line growth, in part because of its highly successful discount e-Commerce platform Temu, which is targeting markets outside of China. The strong upsurge in revenue and earnings is key to the bullish investment case for PDD Holdings, and I believe Pinduoduo is going to see sustained growth momentum in the years ahead. The Chinese e-Commerce enterprise has seen a rapid increase in its market valuation in September, related to optimism about Beijing's stimulus package, but shares have dropped lately, creating an engagement opportunity for long-term-oriented growth investors.Data by YChartsPrevious RatingI rated shares of PDD Holdings a strong buy in my last work on the e-Commerce company in July – 9X P/E, Strong Growth, High Safety Margin – because I liked the company’s long-term growth prospects in the Chinese e-Commerce industry. PDD Holdings is one of the largest e-Commerce platforms in China and therefore primed to benefit from the growth of the Chinese e-Commerce sector. Pinduoduo's major financial metrics point upward, and shares are trading at an attractive earnings multiplier again.Pinduoduo Crushes the e-Commerce Competition in China in Terms of GrowthPDD Holdings is one of the three largest e-Commerce companies in China, next to Alibaba (BABA) and JD.com (JD). PDD Holdings has been chiefly focused on the Chinese market but has made an aggressive push overseas by launching Temu, a wildly popular discount-oriented shopping platform.PDD Holdings generated 99.4B Chinese Yuan ($14.1B) in revenue in the September quarter, showing a massive 44% revenue surge. At the same time, PDD Holdings’ operating profit increased 46% year-over-year to 24.3B Chinese Yuan ($3.5B). Pinduoduo also is widely profitable, generating 24.9B Chinese Yuan ($3.6B) in earnings just in the third fiscal quarter.Temu, which is focused on buyers outside of China, is responsible for this significant growth boost, with the e-Commerce platform experiencing a surge in its gross merchandise value since its launch in 2022.PDD HoldingsTemu was launched with the express purpose to expand PDD Holdings’ e-Commerce model and cut into the turf of other online retailers outside of China, like Amazon (AMZN). Temu has seen a rapid upsurge in its gross merchandise volume, a key metric for e-Commerce companies that measures the gross dollar amount that has passed through the platform in terms of commerce transactions.ECommerceDBTemu is key to Pinduoduo's growth ambitions outside of China and the company has made considerable progress to grow its financial metrics: revenues, operating income and net income have surged in the last three years, and PDD Holdings has left both Alibaba and JD.com in the dust in terms of all three figures. Going forward, growth in Temu-related gross merchandise volume as well as organic Chinese e-Commerce platform growth will be critical in order to drive an upside revaluation of Pinduoduo's valuation factor and share price.Data by YChartsPDD Holdings’ ValuationThe e-Commerce platform has seen rapid expansion in 2024 which is mostly due to the surging popularity of Temu. Further, China announced a major stimulus package in September that would see the country relax borrowing restrictions in order to promote economic growth. Other measures included the relaxation of reserve requirements in order to take pressure off of China's struggling property sector. I have discussed China's stimulus package in my work on Alibaba: China Stimulus Plan Is A Game Changer.After initial excitement about China's stimulus program in September, shares of e-Commerce companies dropped again, which I believe creates an exciting engagement opportunity for investors that seek a cheap e-Commerce growth play. PDD Holdings is currently valued at a price-to-earnings ratio – based off of 2025 estimated earnings – of 7.7x, while Alibaba and JD.com trade at forward earnings multipliers of 8.8X and 8.1X.The industry group average price-to-earnings ratio is 8.2X, so Pinduoduo is still the cheapest amongst the large-scale e-Commerce players in China and trades about 18% below the historical 3-year average P/E ratio. I believe PDD could easily revalue to a 10-11X P/E ratio, assuming that the company can remain as profitable as it is now. A 10-11X earnings multiplier implies a fair value range of $127 to $140 per share.Since Pinduoduo is both cheaper than its e-Commerce rivals in China and putting up by far the strongest performance numbers in terms of top line and earnings growth, I believe Pinduoduo currently represents the best value in the industry group. Further, Temu-driven growth is not expected to slow either, with PDD also having by far the strongest annual EPS growth prospects (see below).Data by YChartsRisks with PDD HoldingsThere are a couple of risks with regard to PDD Holdings. First, competition in the Chinese e-Commerce market is fierce and cut-throat. The emergence of discount-focused e-Commerce platforms like Temu suggests that e-Commerce companies are going to see pressure on their margins going forward, which could prevent an upside revaluation. PDD is also likely, given its past surge in revenues, to grow much slower in the future, as current top line growth rates are hard to maintain long-term. What would change my mind about Pinduoduo is if the e-Commerce company were to see weakening earnings growth.Closing ThoughtsPDD Holdings is an attractive China-based e-Commerce play for investors in 2025 given the massive upsurge in revenues, operating income and earnings. Temu is obviously a core asset for Pinduoduo at this point and is responsible for the massive upsurge in revenues and operating income in the last several quarters. PDD Holdings' main advantage, in my opinion, is the company's unreasonably low valuation based off of earnings, especially when compared against its rivals. With a forward P/E ratio of only 7.7X, Pinduoduo is even cheaper than e-Commerce competitors such as Alibaba... which are not expensive either. I see a ton of potential for PDD Holdings to grow inside and outside of China (via Temu) as well as a highly favorable risk profile for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380978423873688,"gmtCreate":1734056446595,"gmtModify":1734056682511,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a> Pure garbage company! ","listText":"<a href=\"https://ttm.financial/S/09901\">$NEW ORIENTAL-S(09901)$ </a> Pure garbage company! ","text":"$NEW ORIENTAL-S(09901)$ Pure garbage company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380978423873688","isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376892286947368,"gmtCreate":1733032943390,"gmtModify":1733032947314,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"Yes yes. That $1m is reserved for his doctors.","listText":"Yes yes. That $1m is reserved for his doctors.","text":"Yes yes. That $1m is reserved for his doctors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376892286947368","isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363110293303320,"gmtCreate":1729676505879,"gmtModify":1729676510045,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/EDU\">$New Oriental Education & Technology(EDU)$ </a> Where on earth can you find another more shxtty counter like EDU? 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","text":"$New Oriental Education & Technology(EDU)$ Where on earth can you find another more shxtty counter like EDU?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363110293303320","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355899445039520,"gmtCreate":1727892922870,"gmtModify":1727914735985,"author":{"id":"3585103080334372","authorId":"3585103080334372","name":"HengHeng98","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585103080334372","authorIdStr":"3585103080334372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$ </a><v-v data-views=\"0\"></v-v>","text":"$TAL Education Group(TAL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355899445039520","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}