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"@DavidInglesTV $JD $LU and $PDD then trash Chinese tech like Kuaishou Weimob and Beke"
X Link @danielnjoo 2025-10-03T05:20Z XXX followers, XXX engagements
"funny too how back in 20219-21 Weimob was the darling and Youzan the gigadodgy scamco with the founder showing up half drunk to panels. X years on and Weimob has imploded while Youzan still holding there having streamlined the corporate structure brought in E&Y as auditor doing a bit of buyback maybe upgrade to main board. if it wasn't because "the Shopify of China" is an impossibility I would buy a bit just to see what happens. On annualized 1H25 35x PE. LTM 3.5x PS still below Weimob and the rest of the software squad Kingdee Beisen Mingyuan Cloud. Only the ERP guys Inspur DE and Chanjet"
X Link @pandawatch88 2025-08-17T15:58Z 4395 followers, 1342 engagements
"4. The fourth layer of the stack: AI Apps Unlike US AI cos that have many pure play VC-backed AI wrappers (eg Cursor Lovable) There are already public Chinese pure play AI cos: Inspur $INPRF Vobile $VOBIF Kingdee $KGDEF Weimob $WEMXF 4th Paradigm $BFPTF Sensetime $SNTMF"
X Link @zoomyzoomm 2025-08-16T02:35Z 28.6K followers, 2156 engagements
"Mobvista up XXX% in XX days because apparently it is now the Applovin of China Vobile up XX% because it is The Trade Desk and Weimob follows suit up XX% today because it is now Shopify. Bored people finding 2nd derivatives are a powerful force in markets"
X Link @pandawatch88 2024-11-14T05:29Z 4396 followers, 3520 engagements