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PDD Holdings

China & Hong Kong Stock Picks (October 2024)
China’s $19T global time bomb + Guangzhou Automobile Group, Great Wall Motor, Ping An Insurance, Sinotruk, Li Auto, New Oriental Education, PDD…
CMBI Research China & Hong Kong Stock Picks (September 2024)
ANTA Sports Products, Haier Smart Home, EVA Precision Industrial Holdings, Topsports, Nio, Haidilao, China Life Insurance, Li Auto, Geely Automobile…
Rondure New World + Overseas Fund EM Stock Holdings (Mid-2024)
A closer look at around 100 individual emerging market stock holdings of the soon to close Rondure New World Fund (MUTF: RNWOX / RNWIX) and the…
CMBI Research China & Hong Kong Stock Picks (July & August 2024)
Nongfu Spring, ANTA Sports, Ping An, Jiumaojiu, Tuhu Car, China Tower Corp, AIA Group, Bilibili, Xiaomi, Will Semiconductor, Samsonite, New Oriental…
CMBI Research China & Hong Kong Stock Picks (June 2024)
Is China running out of dollars? Plus United Energy Group, Xiaomi, Proya Cosmetics, Prudential PLC, Haidilao, Cafe De Coral, Nio, Ke Holdings, Haier…
CMBI Research China & Hong Kong Stock Picks (May 2024)
JOYY Inc, Baozun, NAURA Technology Group, Weibo, Xiaomi Corp, XPeng, Trip.com, Li Auto, Baidu, JD.com, ZTO Express, China Pacific Insurance, United…
CMBI Research China & Hong Kong Stock Picks (April 2024)
Guangzhou Automobile Group, Ping An, GoerTek, Great Wall Motor, New Oriental Education, Xiaomi Corp, Li Ning, Haidilao, China Life Insurance, Haier…
Can Temu Take on Amazon.com & the Rest of the World?
Amazon may regret giving up the “sinking markets” (less than $40 orders) to the Chinese; what's wrong with US Big Tech; & my experience ordering from…
CMBI Research China & Hong Kong Stock Picks (March 2024)
DPC Dash, WuXi Biologics, BYD Company, AK Medical, Ping An, Weichai Power, Geely Automobile Holdings, Pinduoduo, Tencent, ZTO Express, China Lilang…
CMBI Research China & Hong Kong Stock Picks (January-February 2024)
Trip.com, Tongcheng Travel Holdings, Jiumaojiu, Stella International Holdings, Sinotruk Hong Kong, Horizon Construction Development, Prada SpA…
CMBI Research China & Hong Kong Stock Picks (December 2023)
Some quick observations about Chinese F&B products or brands who have ventured to SE Asia + Luxshare Precision Industry, Xiaomi Corp, J&T Global…
CMBI Research China & Hong Kong Stock Picks (November 2023)
Zhihu Inc, Bosideng International Holdings, PDD Holdings, Yunnan Botanee Bio-Tech Group, DPC Dash, Mobvista, Huya Inc, Hutchmed, Joinn Laboratories…
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