$PDD Holdings Inc(PDD)$ Pinduo

Pinduoduo (PDD) stands out as the more attractive option compared to Tencent’s divergence. PDD’s low valuation and rapid growth in e-commerce, particularly in lower-tier cities, offer strong upside potential. Unlike Tencent, which faces regulatory pressures and a saturated gaming market, PDD is capitalizing on China’s evolving consumption trends. The company’s focus on user engagement and innovative business model provides a solid foundation for sustained growth. At its current valuation, PDD looks like a compelling buy.

Tencent & PDD Divergence: Is Low Valuation the Best Choice Now?

Tencent fell after beating earnings expectations, while Pinduoduo rose despite missing them. Does this divergence indicate that the market now cares more about valuation? Which of these two companies do you favor?

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Comments

Valerie Archibald
03-30
Valerie Archibald
Will be close to $200 before the next earnings call
Merle Ted
03-30
Merle Ted
Amazon has a P/E ratio almost 3 times higher than PDD. I expect that to continue to narrow.
koolgal
03-27
koolgal
Thanks for sharing your valuable insights 🥰🥰🥰
quixy
03-28
quixy
PDD's growth strategy sounds promising

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Does this divergence indicate that the market now cares more about valuation? Which of these two companies do you favor?\n","image":"https://community-static.tradeup.com/news/8ec9a4c6e97810e2a10e5d6974d24c59"}],"images":[{"img":"https://community-static.tradeup.com/news/9018272aa5156ffbd16f88137e4a3609","width":"474","height":"281"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/9018272aa5156ffbd16f88137e4a3609","width":"474","height":"281"}],"html":"<html><head></head><body> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> <v-v data-views=\"1\"></v-v>Pinduoduo (PDD) stands out as the more attractive option compared to Tencent’s divergence. PDD’s low valuation and rapid growth in e-commerce, particularly in lower-tier cities, offer strong upside potential. Unlike Tencent, which faces regulatory pressures and a saturated gaming market, PDD is capitalizing on China’s evolving consumption trends. The company’s focus on user engagement and innovative business model provides a solid foundation for sustained growth. At its current valuation, PDD looks like a compelling buy.<img src=\"https://community-static.tradeup.com/news/9018272aa5156ffbd16f88137e4a3609\" tg-width=\"474\" tg-height=\"281\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> <v-v data-views=\"1\"></v-v>Pinduoduo (PDD) stands out as the more attractive option compared to Tencent’s divergence. PDD’s low valuation and rapid growth in e-commerce, particularly in lower-tier cities, offer strong upside potential. Unlike Tencent, which faces regulatory pressures and a saturated gaming market, PDD is capitalizing on China’s evolving consumption trends. The company’s focus on user engagement and innovative business model provides a solid foundation for sustained growth. At its current valuation, PDD looks like a compelling buy.<img src=\"https://community-static.tradeup.com/news/9018272aa5156ffbd16f88137e4a3609\" tg-width=\"474\" tg-height=\"281\"></body></html>","text":"$PDD Holdings Inc(PDD)$ Pinduoduo (PDD) stands out as the more attractive option compared to Tencent’s divergence. PDD’s low valuation and rapid growth in e-commerce, particularly in lower-tier cities, offer strong upside potential. Unlike Tencent, which faces regulatory pressures and a saturated gaming market, PDD is capitalizing on China’s evolving consumption trends. The company’s focus on user engagement and innovative business model provides a solid foundation for sustained growth. At its current valuation, PDD looks like a compelling buy.","highlighted":1,"essential":1,"paper":1,"likeSize":56,"commentSize":4,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/417846301991352","repostId":0,"isVote":1,"tweetType":1,"viewCount":513,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":473,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":418984012829056,"commentId":"418984012829056","gmtCreate":1743298814799,"gmtModify":1743298819709,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":417846301991352,"objectIdStr":"417846301991352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Will be close to $200 before the next earnings call","text":"Will be close to $200 before the next earnings call","html":"Will be close to $200 before the next earnings call","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":418984043684240,"commentId":"418984043684240","gmtCreate":1743298902326,"gmtModify":1743298907086,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":417846301991352,"objectIdStr":"417846301991352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Amazon has a P/E ratio almost 3 times higher than PDD. I expect that to continue to narrow.","text":"Amazon has a P/E ratio almost 3 times higher than PDD. I expect that to continue to narrow.","html":"Amazon has a P/E ratio almost 3 times higher than PDD. I expect that to continue to narrow.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":418050657259680,"commentId":"418050657259680","gmtCreate":1743057452305,"gmtModify":1743057457010,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.10","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":417846301991352,"objectIdStr":"417846301991352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Thanks for sharing your valuable insights 🥰🥰🥰","text":"Thanks for sharing your valuable insights 🥰🥰🥰","html":"Thanks for sharing your valuable insights 🥰🥰🥰","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":418327078187400,"commentId":"418327078187400","gmtCreate":1743129973253,"gmtModify":1743161480561,"authorId":3479274804998780,"author":{"id":3479274804998780,"idStr":"3479274804998780","authorId":3479274804998780,"name":"quixy","avatar":"https://static.tigerbbs.com/5db4d62c071dcb2907bb17a6acb6ce29","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":417846301991352,"objectIdStr":"417846301991352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"PDD's growth strategy sounds promising","text":"PDD's growth strategy sounds promising","html":"PDD's growth strategy sounds promising","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/417846301991352"}