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Wednesday, November 20, 2019

-=Pinduoduo (PDD) reported earnings on Wed 20 Nov 2019 (b/o)



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.

  • Tuesday, November 19, 2019

    -==Home Depot (HD) reported earnings on Tue 19 Nov 2019 (b/o)



    Home Depot reports EPS in-line, misses on revs; reaffirms FY20 EPS guidance, lowers FY20 comp guidance 
  • Reports Q3 (Oct) earnings of $2.53 per share, in-line with the S&P Capital IQ Consensus of $2.53; revenues rose 3.5% year/year to $27.22 bln vs the $27.51 bln S&P Capital IQ Consensus.
  • Co issues guidance for FY20, sees EPS of $10.03 vs. $10.13 S&P Capital IQ Consensus; sees FY20 revs of +1.8% yr/yr to ~$110.2 bln vs. $110.76 bln S&P Capital IQ Consensus. Co also sees comp sales for the comparable 52-week period to increase ~3.5%. This compares to the Company's prior fiscal 2019 sales growth guidance of 2.3% and comp sales growth of 4.0%.

  • Kohl's (KSS) reported earnings on Tue 19 Nov 2019 (b/o)

    ** charts after earnings **


     









    Kohl's misses by $0.12, beats on revs; lowers FY20 EPS below consensus


  • Reports Q3 (Oct) earnings of $0.74 per share, $0.12 worse than the S&P Capital IQ Consensus of $0.86; revenues rose 5.9% year/year to $4.63 bln vs the $4.4 bln S&P Capital IQ Consensus.
    • Q3 comparable sales increased 0.4%
  • Co issues downside guidance for FY20, sees EPS of $4.75-4.95 vs. $5.19 S&P Capital IQ Consensus, compared to prior guidance of $5.15-5.45.
  • Monday, November 18, 2019

    -=58.com (WUBA) reported earnings on Mon 18 Nov 19 (a/h)



    58.com beats by $0.13, beats on revs; sees Q4 revs +12-15% yr/yr
  • Reports Q3 (Sep) earnings of $0.96 per ADS, excluding non-recurring items, $0.13 better than the S&P Capital IQ Consensus of $0.83; revenues rose 14.2% year/year to $602 mln vs the $589.12 mln S&P Capital IQ Consensus. Total number of paying business users was approximately 3.6 million in the third quarter of 2019, a 3.0% increase from the same quarter of 2018.
  • Based on the Company's current operations, total revenues for the fourth quarter of 2019 are expected to be between RMB4.05 billion and RMB4.15 billion. This represents a year-over-year increase of 12% to 15% in Renminbi.

  • -=Bilibili (BILI) reported earnings on Mon 18 Nov 19 (a/h)



    BiliBili beats by RMB0.03, beats on revs; guides Q4 revs above consensus
  • Reports Q3 (Sep) loss of RMB 1.05 per ADS, excluding non-recurring items, RMB 0.03 better than the S&P Capital IQ Consensus of (RMB 1.08); revenues rose 72.3% year/year to RMB 1.86 bln vs the RMB 1.76 bln S&P Capital IQ Consensus. Average monthly active users (MAUs1) reached 127.9 million, mobile MAUs reached 114.2 million, representing increases of 38% and 43% from the same period in 2018, respectively. Average daily active users (DAUs) reached 37.6 million, a 40% increase from the same period in 2018.
  • Co issues upside guidance for Q4, sees Q4 revs of RMB 1.93-1.98 bln vs. RMB 1.88 bln S&P Capital IQ Consensus.