==Pinduoduo (PDD) reported earnings on Mon 26 Aug 24 (b/o)

 

 Pinduoduo beats by RMB2.81, misses on revs

• Reports Q2 (Jun) earnings of RMB 23.24 per share, RMB 2.81 better than the FactSet Consensus of RMB 20.43; revenues rose 85.7% year/year to RMB 97.06 bln vs the RMB 100.17 bln FactSet Consensus. 
• Co's commentary on outlook: "In the past quarter, our revenue growth rate slowed quarter-on quarter. Looking ahead, revenue growth will inevitably face pressure due to intensified competition and external challenges. Profitability will also likely to be impacted as we continue to invest resolutely."  

Earnings this week : Aug 26 - 30, 24 (wk 35)

Monday (August 26)

• Morning: NSSC  PDD TCOM
• Afternoon: HEI

Tuesday (August 27)

• Morning: AMWD HAIN SCSC
• Afternoon: AMBA BOX JWN NCNO OOMA PVH S SMTC

Wednesday (August 28)

• Morning:  ANF BBWI CHWY DCI FL KSS LI PDCO SJM
• Afternoon: AFRM COO CRM CRWD FIVE GEF GES HPQ NTAP NTNX NVDA OKTA PSTG VEEV VSCO

Thursday (August 29) 

• Morning: AEO BBY BF.B BIRK BURL CPB DG FLWS GMS MBUU MCFT OLLI PLAB PSNY  SSYS  TITN
• Afternoon: ADSK DELL DOMO ESTC GAP HCP LULU MDB MRVL  ULTA

Friday August 30)

• Morning: FRO JKS

 

==Pinduoduo (PDD) reported earnings on Mon 20 March 23 (b/o)

 

Pinduoduo misses by RMB0.19, misses on revs

• Reports Q4 (Dec) earnings of RMB 8.34 per share, RMB 0.19 worse than the S&P Capital IQ Consensus of RMB 8.53; revenues rose 46.2% year/year to RMB 39.82 bln vs the RMB 40.74 bln S&P Capital IQ Consensus.

Pinduoduo (PDD) reported earnings on Thur 12 Nov 20 (b/o)

 

Earnings this week : Nov 9 - 13, 20 (wk 46)

 Monday (Oct 9)

• Morning: ALE BHVN BKI BCOR BIP CNNE CGC CARS EBIX GOGO HL HWM ICPT MCD BTU PLUG RDNT RETA TGNA
• Afternoon: AL AMBC ARNA BYND ELY SCOR DHT DIOD STAY GSKY HAIN IHRT INO IPAR IFF RAMP MBI MWA MYGN NHI NBIX NGL NKLA NCLH NVAX OSH OXY OR CNXN RPAY RNG SCSC SWAV SPG SPT TLND TCO REAL TLRY WES WPM ZIXI ZGNX ZI

Tuesday (Oct 10)

• Morning: AAP AER BNTX CAE IMOS CRSR CYBR DHI ERJ NOVT ROK TCP
• Afternoon: TXG ONEM ADPT AKCA ALC DOX ASH BRKS COHR CVET DDOG FICO FOXF GO HCAT IQ KRNT LYFT MODN PLMR PRSP PRPL RXT RKT SANM SILK TME

Wednesday (Oct 11)

• Morning: ADNT APD APG GIB DOYU HUYA LMND
• Afternoon: ATO CCMP ENS GTBIF HI MFC RVLV REYN SPTN TTEK VRM

Thursday (Oct 12)

• Morning: BAM EPC DAVA ENR GDRX HIMX INMD MTOR NICE NVMI PDD SBH SDGR SSRM SSYS TGP TNK TDG TUFN WIX
• Afternoon: AQN AMWL AMAT CSCO DLB FTCH GLOB NARI JAMF PLTR U DIS

Friday (Oct 13) 

• Morning: DKNG MANU SPB VIPS

Pinduoduo (PDD) reported earnings on Wed 20 Nov 19 (b/o)

** charts after earnings **

 

 

 

 

 

Pinduoduo misses by RMB 0.92, reports revs in-line

Reports Q3 (Sep) loss of RMB 1.44 per share, excluding non-recurring items, RMB 0.92 worse than the S&P Capital IQ Consensus of (RMB 0.52); revenues rose 122.8% year/year to RMB 7.51 bln vs the RMB 7.58 bln S&P Capital IQ Consensus.

GMV in the twelve-month period ended September 30, 2019 was RMB840.2 billion (US$2117.5 billion), an increase of 144% from RMB344.8 billion in the twelve-month period ended September 30, 2018.

Average monthly active users in the quarter were 429.6 million, an increase of 85% from 231.7 million in the same quarter of 2018.

Earnings this week : Nov 18 - 22, 19 (wk 47)

Monday (Nov 18)

• Morning: CCMP LX MANU QD
• Afternoon: CRMT ASH BILI KRNT WWD ZTO

Tuesday (Nov 19)

• Morning: WUBA ARMK DAVA PPDF HD JKS KSS MMS MDT NJR TJX TDG
• Afternoon: ESE PAGS URBN

Wednesday (Nov 20)

• Morning: AVYA LOW PDD QIWI SR TGT
• Afternoon: CPRT CUB GTBIF JACK LB LZB NTES NUAN SQM SONO

Thursday (Nov 21)

• Morning: ASYS PLAN BZUN BERY BJ BRC BV AQUA HMLP M SDRL SFL
• Afternoon: BRBR ENTA GPS IIIV INTU MATW JWN OOMA POST PSTG ROST SCVL SPLK WSM

Friday (Nov 22)

• Morning: ATKR BKE FL FUTU HIBB SJM

Notable earnings reports:

• Manchester United (NYSE:MANU) on November 18; 
• Home Depot (HD), TJX Companies (NYSE:TJX) and Urban Outfitters (NASDAQ:URBN) on November 19; 
• L Brands (NYSE:LB), Lowe's (LOW), Jack in the Box (NASDAQ:JACK) and Target (TGT) on November 20; 
• Gap (NYSE:GPS), Macy's (NYSE:M), Splunk (NASDAQ:SPLK), Ross Stores (NASDAQ:ROST) and Nordstrom (NYSE:JWN) on November 21; 
• Foot Locker (NYSE:FL) and J.M. Smucker (NYSE:SJM) on November 22.

This week's biggest % winners & losers : Aug 19 - 23, 19 (wk 34)

The following are this week's top percentage gainers and losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top % gainers

• Healthcare: ENDP (2.9 +28.32%), PBYI (10.99 +17.16%), CHRS (22.01 +16.58%), PGNX (4.29 +15.95%)
• Materials: HMY (3.58 +20.54%), HL (1.67 +15.17%)
• Industrials: DRYS (5.17 +34.99%), FLY (20 +17.79%)
• Consumer Discretionary: TGT (103.49 +22.9%), CATO (15.99 +20.77%), PDD (29.49 +17.91%), HOME (6.06 +17.67%)
• Information Technology: CMCM (3.9 +21.5%), QIWI (22.96 +20.27%), PSTG (15.63 +17.08%)
• Energy: TELL (7.5 +18.11%)
• Consumer Staples: DF (1.1 +34.31%), BJ (25.03 +15.45%)

This week's top % losers

• Healthcare: RTRX (13.07 -26.57%), SRPT (93.61 -25.08%), NVAX (6.24 -20.47%), ANAB (40.31 -18.07%), QTNT (9.25 -16.14%)
• Consumer Discretionary: FLWS (15.29 -16.86%)
• Information Technology: CREE (47.1 -19.9%)
• Financials: LTS (1.93 -23.41%), BMA (30.91 -19.25%), GGAL (14.69 -17.19%)
• Energy: FTSI (2.6 -18.75%), NINE (6.41 -17.29%), ALTM (2.3 -16.36%), EQT (10.35 -16.26%)
• Utilities: JE (1.15 -32.75%), PCG (11.04 -22.69%)

Pinduoduo (PDD) reported earnings on Wed 21 Aug 19 (b/o)

** charts after earnings **

 

Pinduoduo beats by $0.15; beats on RMB revs

Reports Q2 (Jun) loss of $0.04 per share, $0.15 better than the S&P Capital IQ Consensus of ($0.19); revenues rose 169.1% year/year to RMB 7.29 bln vs the RMB 6.15 bln S&P Capital IQ Consensus.

GMV in the twelve-month period ended June 30, 2019 was RMB709.1 billion, an increase of 171% from RMB 262.1 billion in the twelve-month period ended June 30, 2018.

Average monthly active users in the quarter were 366.0 million, an increase of 88% from 195.0 million in the same quarter of 2018.

Co also announced the appointment of Anthony Kam Ping Leung to serve as an independent director of the Company, effective on August 21, 2019.

Earnings this week : Aug 19 - 23, 19 (wk 34)

Monday (Aug 19)

• Morning: EL  QIWI  SINA  WB
• Afternoon: BIDU FN IQ

Tuesday (Aug 20)
Morning: CMCM HD KSS MDT MSG PINC PLAB PPDF SDRL SE SFL TJX

• Afternoon: AMCR CREE JKHY LZB NDSN SCSC TOL URBN

Wednesday (Aug 21)

• Morning: ADI BZUN KLXE LOW MSGN PLCE   PDD  RY TGT VIOT
• Afternoon: HTHT JWN KEYS LB PSTG QADA SNPS  SPLK WUBA ZAYO

Thursday (Aug 22)

• Morning: BJ CM DKS FLWS FLY GSX  HMLP HRL TTC
• Afternoon: ATGE CRM GPS HPQ INTU ROST VMW

Friday (Aug 23) 

• Morning: BKE  FL HIBB

Notable earnings reports:

• Baidu (NASDAQ:BIDU) and Estee Lauder (NYSE:EL) on August 19; 
• Home Depot (HD), TJX Companies (NYSE:TJX), Toll Brothers (NYSE:TOL), Urban Outfitters (NASDAQ:URBN) and Kohl's (NYSE:KSS) on August 20; 
• Splunk (NASDAQ:SPLK), Target (NYSE:TGT), Nordstrom (NYSE:JWN), Lowe's (LOW) and Analog Devices (NASDAQ:ADI) on August 21; 
• Salesforce.com (NYSE:CRM), VMWare (NYSE:VMW), HP Inc. (NYSE:HPQ), Gap (NYSE:GPS) and Dick's Sporting Goods (NYSE:DKS) on August 22; 
• Foot Locker (NYSE:FL) on August 23.

Long trade : PDD +20% (1/19)

Pinduoduo (PDD) reported earnings on Tue 20 Nov 2018 (b/o)

** charts before earnings **

** charts after earnings **

Pinduoduo reports Q3 results

• Co reports Q3 EPS of (RMB 0.17) vs (RMB 0.25) single est; revs RMB 3.372 bln versus RMB 2.928 billion Capital IQ two est average.
• Average monthly active users in the quarter were 231.7 million, an increase of 226% from 71.1 million in the same quarter of 2017.

Earnings this week : Nov 19 - 23, 18 (wk 47)

Earnings confirmed to report this week

Monday (Nov 19) 

• Morning: JD SPB
• Afternoon: A BECN BRKS GH INTU JACK KLIC LB NUAN PSTG URBN

Tuesday (Nov 20)

• Morning: ADI BBY BKS CPB DY HRL JEC KSS LOW MDT MMS NJR PDD ROST SFL TGT TJX
• Afternoon: ADSK BILI BJ CAL CPRT ESL FL GPS KEYS QADA SE

Wednesday (Nov 21)

• Morning: BZUN CMCM DAKT DE QD
• Afternoon: None

Thursday (Nov 22)

• Markets closed for Thanksgiving

Friday (Nov 23)

• None

Long trade : PDD +30% (9/18)

• 6 week later