Skip to main content

PDD stock forecast 2025: 2021 Q1 financial report analysis

PDD released the financial report for the first quarter of 2021.

 According to the financial report, as of March 31, 2021, Pinduoduo's annual active buyers reached 823.8 million, a net increase of 195.7 million over the same period of the previous year, leading China's other domestic e-commerce platforms for the second consecutive quarter.

 In terms of revenue, Pinduoduo’s revenue in the first quarter was 22.167 billion yuan, a year-on-year increase of 239% from 6.541 billion yuan in the same period last year.  

 Under non-general accounting standards, the platform’s net loss attributable to ordinary shareholders in the first quarter was RMB 1,890.3 billion, compared with a net loss of RMB 3.169 billion in the same period last year, and the net loss was significantly narrowed.

 PDD officially enters a new era of 800 million users

 The financial report shows that as of March 31, 2021, the number of active buyers on the Pinduoduo platform reached 823.8 million, officially entering a new era of 800 million users at a record speed, further achieving the goal of serving the largest number of users in China.

 In the last quarter, Pinduoduo's user scale reached 788 million, making it the first e-commerce platform with the largest user scale in China.  On this basis, Pinduoduo still maintained a user growth rate of more than 30% year-on-year in this quarter and continued to expand its lead.

 In the context of the continuous recovery of China’s domestic consumer market, in the first quarter of 2021, the average monthly active users of Pinduoduo’s APP reached 724.6 million, compared with 487.4 million in the same period last year, an increase of 49% year-on-year, and the indicator of annual buyers continued to grow.  

 From 78% in the first quarter of 2020 to 88% in the first quarter of 2021, the scale and stickiness of users have maintained rapid growth.

 More and more global first-tier brands choose to settle in Pinduoduo.

 In the last quarter, the number of merchants on the Pinduoduo platform totaled more than 8.6 million, and this quarter continued to maintain rapid growth.

 Pinduoduo’s "10 billion subsidies" brand flagship stores increased by more than 10 times year on year. 

 Among them, brands such as digital home appliances, beauty, and clothing increased the most, and only small household appliances brand flagship stores increased by more than 600.

 With the strong support of ecosystem partners such as platform merchants, brand owners, and service providers, the number of active users of Pinduoduo’s “10 Billion Subsidy” channel has exceeded 100 million, and more than 10 million people buy orders every day, effectively satisfying the majority of China’s  The needs of users for a better life.

 "As our scale continues to grow, we are more capable and more responsible for fulfilling the mission of inclusiveness," said Chen Lei, chairman, and chief executive officer of Pinduoduo.

 Pinduoduo Future is a platform that can promote the transaction of goods and services and a channel to transform innovation into solutions to daily problems.

 Revenue in the first quarter increased by 239% year-on-year, increasing investment in agricultural infrastructure.  

 The financial report shows that in the first quarter of 2021, Pinduoduo achieved revenue of 22.167 billion yuan, a year-on-year increase of 239%, which was significantly higher than market expectations.  

 Analysts predict Pinduoduo's revenue in the first quarter will be 20.4 billion yuan.

 Pinduoduo's revenue growth was mainly due to the strong growth of online marketing technology service revenue.  In the first quarter, platform online marketing technology service revenue was 14.11115 billion yuan, a year-on-year increase of 157%, and merchandise sales revenue was 5.124 billion yuan.

 Pinduoduo continued to increase subsidies and coverage for high-quality goods this quarter to meet the diverse needs of users.  In the first quarter, the platform's sales and marketing expenses were 12.997 trillion yuan, an increase of 78% from 7.296.6 billion yuan in the same period last year.

 As of March 31, 2021, Pinduoduo's cash and cash equivalents and short-term investments amounted to 83.4 billion yuan.  Driven by strong revenue, the operating loss and net loss for the quarter narrowed at the same time.

 The financial report shows that the net loss attributable to ordinary shareholders under non-general accounting standards was 1.890.3 billion yuan, which was significantly narrower than the net loss of 3.169 billion yuan in the same period last year.

 As China's largest agricultural product uplink platform, Pinduoduo continued to build an agricultural product infrastructure platform this quarter.

 In the field of agricultural scientific research, Pinduoduo has also successively carried out in-depth cooperation with many top scientific research institutions, academicians, and experts at home and abroad, and continued to invest in scientific planting, agricultural robots, smart agriculture, future food, and other fields.

 It is understood that Pinduoduo has just joined with Singapore Institute of Food and Biotechnology Innovation to conduct pioneering research on new plant-based meat.  

 Before this, Pinduoduo also launched a scientific research project based on pesticide residue testing to explore food safety issues in depth.

 "Pinduoduo is working towards its goal of becoming the world's largest agricultural and daily necessities platform," said Pinduoduo's chairman and chief executive officer.

 In the next five years, Pinduoduo will continue to cooperate with local governments and agricultural institutions to increase technical training for farmers, use technology to empower agricultural production, and promote rural revitalization.


Popular posts from this blog

TSM Stock Forecast and Price Target 2021

Today, I will analyze TSMC stocks in-depth with you. In the semiconductor sector, TSMC has always been my most promising stock. TSMC has just announced its results for the fourth quarter of 2020. At the same time, there are new developments in the entire chip industry recently. Therefore, today I will combine the financial report and chips. The latest developments in the industry to analyze the trend of TSMC stocks, First of all, we analyze TSMC’s fourth-quarter and full-year 2020 financial reports to see what are the key points worthy of investors’ attention. First, TSMC’s fourth-quarter revenue and profitability are very good.  Compared with the outlook for Q4 in Q3, the outlook at that time was US$12.4-12.7 billion, and the actual revenue was US$12.68 billion. Actual revenue As the upper limit of the outlook, the gross profit margin outlook is 51.5%-53.5%, while the actual gross profit margin is 54%, which is better than the outlook. The operating net profit margin is expected to be

INTC stock forecast 2025: Intel's acquisition of SiFive

SiFive, a chip design start-up company based on the RISC-V instruction set architecture, has received an acquisition intention from investor Intel.  A person familiar with the matter, who asked not to be named, said that Intel has offered to buy SiFive for more than $2 billion.  RISC-V with x86 and Arm  As we all know, Intel dominates the industry leader in x86 architecture chip technology, while SiFive focuses on open-source RISC-V technology and employs several founding members of the RISC-V architecture.  For a long time, the field of CPU instruction set architecture has been dominated by x86 and Arm. Since RISC-V was born at the University of California, Berkeley in 2010, it has gradually formed a certain competitive landscape with Arm after more than ten years of development.  With the gradual refinement of the application field, the model of one chip making the world has become a thing of the past. Facing the hot AI and Internet of Things market, RISC-V is becoming a semiconduct

Shopify stock forecast 2025:Is it worth buying?

  In the last year, the stocks rose relatively well. Another sector is e-commerce. Whether it is Amazon, Alibaba,, Pinduoduo, SEA or vertical e-commerce platforms Etsy and Chewy, all of them have experienced huge gains, while another category has benefited from the e-commerce sector.  The company is a website building tool company such as Shopify BigCommerce Holdings. Today I will talk about shopify, the leader of website building tools.  First, let's briefly talk about shopify's business model. To put it simply, shopify is a fool-like website building platform. In the past, when a company wanted to build a corporate website, it generally needed to find a dedicated person to design and maintain the website.  If you want to add shopping functions to the website, the cost of building the website will also increase. This is true for many small businesses and individual businesses.   A very difficult thing. Shopify uses the SAAS model to provide website building services.

Cloudflare's 4Q 2021 earnings report

 Just took a look at Cloudflare's (NET) 4Q 2021 earnings report. Cloudflare is in an area that covers several hot spots, including content delivery networks, i.e. CDNs, cloud computing, and cybersecurity. For the Cloudflare quarterly report, here is a summary: 1) Revenue of $194 million (then expected 4Q revenue in the range of $184 to $185 million), up 52% year-over-year ($172 million in 2021, up 51% year-over-year). 2) The number of customers continues to grow rapidly, with the total number of customers has reached 1416 (1260 in the previous quarter). 3) Non-GAAP gross margin was 79.2% vs. 78.1% in the same quarter last year (vs. 79.2% in 3Q vs. 77.3% in the same quarter last year.) Non-GAAP net income has started to turn around, meaning it has started to be profitable. 4) Revenue is expected to be in the range of $205 to $206 million in 4Q. That works out to about 6% YoY growth. Cloudflare had good results this time, beating its previous guidance. Revenues are still growing at a

TSMC VS Nvidia, AMD, Intel. How to choose semiconductor stocks?

The general pattern of the semiconductor industry, the overall trend and target price of TSMC in 2021, how the Nvidia(NVDA), AMD, and Intel(INTC) semiconductor stocks are laid out, what is the decisive factors, and whether there is a predictable time point, we conducted a more systematic discussion.  The big picture of the semiconductor industry The semiconductor industry is cyclical. Since the second half of 2019, global semiconductors have entered a new round of the business cycle. This is very important. Only when you understand this reason can you hold stocks with peace of mind. The following analysis is based on the time dimension. In the short term, looking at one to three months now, with the outbreak of the epidemic again, the production capacity of 8-inch wafers are in short supply, the semiconductor industry chain is out of stock, wafer foundry, packaging, and testing links have seen price increases, and production capacity is in short supply. High economic situation, In the

PLTR stock forecast 2025: Cathie Woods increased Palantir stock position

Software company Palantir (PLTR) released the latest quarterly earnings report, which performed very well.  After the financial report, Palantir's stock price soared to 14.64% at the highest point. At the same time, the keen Cathie Woods also bought $140 million in Palantir stock.  I won't talk about Palantir's specific business. If you don't know much about it, you can go back to my previous article.  Let's talk back to the financial report.  Benefiting from the benefits of the US government’s contract renewal, Palantir’s earnings per share and total revenue both beat expectations for this quarter’s earnings report.  Among them, earnings per share were $0.04, beating the expected $0.01; total revenue was 376 million, an increase of 49% from the same period last year, slightly higher than the expected $361 million.  Although the extent of beating expectations is not very large, the biggest highlight of the financial report is to broaden the business.   The value of

ARKK VS ARKW, ARKQ, ARKG, ARKF, How to choose ARK Innovation ETF?

Which ARK Innovation ETF is best? Let’s perform an Ark ETF review. Today, I will introduce to you the five actively managed ETFs in ARK INNOVATION. Let’s take a look at which types of companies they have invested in so that you can choose the industry you like to invest in. ARK INNOVATION was founded by Catherine Wood. This investment company is a revolutionary and innovative company that specializes in investment. Their company currently manages seven different types of ETFs, five of which are actively managed ETFs, and the other two One is an exponential passive ETF, Simply put, the biggest difference between these two ETFs is that for actively managed ETFs, they will frequently trade the company stocks in the fund, so the proportion of the company he holds will always change, while the index-type ETF is as they think. After purchasing the company, you will not be able to move it again. It is very similar to S&P500 or QQQ, except that the holding company is different. Then let

7 great investors' operating strategies to deal with the stock!

No one can be 100% sure about the outlook for the US stock market. Instead of entangled in whether the bull market in US stocks will end, it is better to think about what lessons can be learned from this plunge. Historically, due to the end of the summer market in September, U.S. stocks did not perform well. The plunge on Thursday sounded like a wake-up call for investors earlier. Be careful next week. Although Nasdaq is tolerant of faults The rate is high, but the up-and-down shock pattern has not changed, and there needs to be an established process. Investing in stocks should take a long-term view, have a long-term investment mentality, don't care too much about the rise and fall of one or two days, and don't feel unhappy because of the turmoil of the stock market, which affects the judgment of stock buying and selling. Today, let's take a look at how those familiar investment masters are invincible. The reason why masters become masters is that they have become masters

SNAP stock forecast 2025: Is it time to buy Snapchat?

In the US social networking industry, there are four listed companies. They are the famous Facebook, former US President Trump's favorite information publishing platform Twitter, photo sharing and social networking site Pinterest, and Snapchat, which is popular among young people. Most of them are between 25 and 55 years old and have used Facebook products more or less. But it is very new to Snapchat. In fact, Snapchat is a powerful challenger for Facebook. The greatest charm lies in rapid growth. In the past year, the stock price has risen from US$20 to more than US$70, and the company is now worth more than US$100 billion. Snap was founded in 2010 and is headquartered in California. The company's flagship product, Snapchat, is photo sharing and social networking software. The software comes from a "burn after reading" photo-sharing application developed by two students from Stanford University. In April 2011, founder Evan Spiegel introduced the idea of ​​his final p