Mavax

[Mavax @Mavax19]

@AKL_019 Any opinion on PDD earnings ?

[Mavax @Mavax19]

@ahern_brendan ????

[Mavax @Mavax19]

@AKL_019 Thanks! I have another comment. Seems international commerce is back on the sideline. Do you think long term, once the investment cycle in instant retail is complete , they will simply go international with Taobao directly as opposed to int. low tier perception of AliExpress

[Mavax @Mavax19]

@AKL_019 What do you think of the instant retail growth number of 45% while pulling freshippo into the category ? Seems another trick by the management …

[Mavax @Mavax19]

@EquityBrian Freshhippo moving to Chinese commerce to fake instant commerce growth + 127th reporting restructuration was maybe the cause. Pretty ironic they keep doing those ridiculous stuff while they kept being punished for doing so.

[Mavax @Mavax19]

@BrianTycangco At some point they gonna really need to stop changing their reports category. It’s too fishy

[Mavax @Mavax19]

@SooYes @BrianTycangco T-Head cuurent and long term value is being completely ignored

[Mavax @Mavax19]

@floLsssss Effet Mandanda ?

[Winamax FC 🔞 @WinamaxFC]

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[Mavax @Mavax19]

@BrianTycangco You are telling me that when they stop burning cash blindly in international e-commerce then it suddenly stop growing ? Surprising and promising for quick commerce
And the next “growth” story they will sell to investors

[Mavax @Mavax19]

@AJButton2 They just lie about it
Last quarter, they say AI was more than 20% of the cloud business growing at more than 100%. Do the math, they just bullshit

[Mavax @Mavax19]

@EquityBrian Can’t wait for another organization change to increase synergy after the last 32 didn’t bring any value

[Mavax @Mavax19]

@dyz_ob My theory is that they never fully invested in AliExpress because they eventually plan to position Taobao as their main international platform

[Mavax @Mavax19]

@BrianTycangco It’s “investors___X” now. Still a fraud tho

[Mavax @Mavax19]

@the_zack_zhu Would be interested to read more about it

[Mavax @Mavax19]

@ChrisRinvesting @poezhao0605 Agree. And for them I think instant retail is their long term edge to fight back Douyin and other players

[Mavax @Mavax19]

@ChrisRinvesting @poezhao0605 BABA or Meituan ?

[Mavax @Mavax19]

@dyz_ob @Babadookey Is there any difference in what both apps actually do ? Feel in everything Alibaba is always just a follower.

[Mavax @Mavax19]

@investingichina One or two quarter ago, PDD did mention customer mindshare as well