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From my point of view. that’s no actual proof that PDD is affecting MrDiy. Temu is owned by PDD and is already enter Malaysia market since 2023. for the main PDD right now is entering on 2026 January Malaysia market ( advertising starting on March and currently the user is having a lot of bad review eventually encounter the product issue and communication problems on May to October as I see in the apps review which is not healthy at all. In my opinion most of the user purchase and they switch temporary from taobao,shopee,Lazada. I think market is overreacting that will affect MrDiy.
Assume their Q3 results not doing really well base on the recent drop and believe Q4 results will be back to normal.
2027 first quarter government discussion on the e-commerce regulation foreign platforms, whether is taking action ban or guaranteed price increase.
2027 starting on June minimum salary increase, which will boost the market purchasing power.
Yes vouches once in a while and They will still need to pay the shipping fee RM5 to 8. Also shopee is in the market long enough to proof that they are not the main factor that cause the recent drop.
