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?

$PDD Holdings Inc(PDD)$ 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.
avatarSpiders
03-26

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

The recent divergence between Tencent (TCEHY) and Pinduoduo (PDD) has raised questions about whether low valuation alone is the best indicator for buying or selling stocks. Tencent fell despite beating earnings expectations, while Pinduoduo rose even after missing them. This highlights that market sentiment and broader factors play significant roles beyond just earnings. Personally, I believe there are several key factors to consider beyond valuation when evaluating these stocks. 1. 52-Week High and Low Range One critical factor I always check is the 52-week trading range. It provides insight into how current stock prices stand relative to their historical performance. Pinduoduo (PDD): 52-week range: $88.01 - $164.69 Current price: Around $123 This suggests that while the stock has come
Tencent & PDD Divergence: Is Low Valuation the Best Choice Now?
$TENCENT(00700)$ $PDD Holdings Inc(PDD)$ Tencent’s low valuation reflects cautious sentiment despite stable fundamentals, while PDD’s strength highlights market confidence in its growth trajectory. If Tencent’s earnings stabilize and regulatory pressure eases, its undervaluation could present a buying opportunity. However, PDD’s momentum-driven rally suggests the market favors high-growth names over value plays. Balancing growth potential with valuation support might be the key — Tencent for long-term value, PDD for short-term momentum. Monitoring earnings and sector trends will clarify the better bet.
This is what I feel too!
$TENCENT(00700)$ $PDD Holdings Inc(PDD)$ Tencent’s steady performance contrasts with PDD’s high-growth momentum, creating a valuation gap. Tencent’s lower multiple reflects slower growth but offers stability with its strong cash flow and diversified business. PDD’s premium valuation hinges on rapid expansion, but margin pressure and competition are growing risks. In a volatile market, betting on Tencent’s lower valuation and defensive nature might be the smarter play. Long-term investors may prefer value over momentum here.

PDD:Near-Term Uncertainty; Downgrading to HOLD

( $PDD Holdings Inc(PDD)$ , HOLD) - Slowing Growth and Rising Investments Create Near-Term Uncertainty; Downgrading to HOLD We are downgrading PDD to HOLD but maintaining our price target of $130 (unchanged) following below-consensus 4Q revenue and profit performance. 4Q revenue grew 24% y/y, decelerating from 44% in 3Q, and was 2%/3% below Tiger/Street.Revenue missed. By segment, online marketing services revenue increased 17% y/y, compared to 24% in 3Q, marking a slowdown relative to domestic peers. This segment came in 1% above Tiger/Street. Transaction services revenue grew 33% year-over-year, a sharp deceleration from 72% in the previous quarter, and was 5% below Tiger and 7% below the Street, likely due to tougher comp for Temu and slowi
PDD:Near-Term Uncertainty; Downgrading to HOLD
avatarAN88
03-20
Yes tech innovation company is good

Tencent Holdings:Maintain BUY and Increase PT to HK$590

$TENCENT(00700)$ -HK, BUY) - Solid 4Q Results Driven by Robust Games and Ads; Momentum Set to Continue in 2025; Maintain BUY and Increase PT to HK$590We maintain our BUY rating and increase our price target to HK$590 (previously HK$450) after Tencent reported largely in-line 4Q24 results, with revenue and profitability slightly ahead consensus. Total revenue grew 11% y/y to RMB172.4B, exceeding consensus by 3%, primarily driven by stronger-than-expected VAS and ad segments.Domestic game revenue accelerated to +23% y/y in 4Q24 (vs. +14% y/y in 3Q24), driven by robust performance from key evergreen titles including Honour of Kings, Peacekeeper Elite, and VALORANT, along with solid contributions from new launches like DnF Mobile and Delta Force. Int
Tencent Holdings:Maintain BUY and Increase PT to HK$590

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Tencent Q4 Earning Boosts, Still Cheaper Than AAPL?

After the Hong Kong stock market closed on March 19th, $TENCENT(00700)$ announced its Q4 '24 and full-year financial results. $Tencent Holding Ltd.(TCEHY)$ Looking over the first three quarters of 24 earnings, Tencent complete show the recovery rebound cycle in the new atmosphere of the big technology companies, on the one hand, the revenue side of the open source to further accelerate, at the same time the cost side of the cost side is not restrained, restarted to invest in the cycle, in particular, Q3 mentioned to increase the investment in capital expenditures (AI direction), and on the other hand, the profit side of the run, not only after the first few years of cost-cutting and efficiency gainsrate
Tencent Q4 Earning Boosts, Still Cheaper Than AAPL?
$TENCENT(00700)$ $PDD Holdings Inc(PDD)$ Tencent’s rally reflects strength in gaming and ad revenue, while Pinduoduo benefits from robust domestic demand and cost efficiency. Tencent’s focus on AI and international growth adds long-term upside. Pinduoduo’s aggressive market share gains and high-margin model drive profitability. Earnings clarity will determine if momentum is sustainable. Strong guidance and margin expansion could justify further upside for both.

TME Q4: Performance & Valuation Duet

$Tencent Music(TME)$ Q4 delivers an earnings report that "exceeds profit expectations, but subscribers have concerns". $TME-SW(01698)$ Short term, high dividend + buyback support share price; medium term need to verify the logic of subscription user growth rebound and ARPPU improvement; long term competitive landscape is still the biggest variable.Performance and Market FeedbackCore Financial PerformanceTotal Revenue: Q4 $7.46bn (+8.2% yoy), vs. $7.29bn expected; full year $28.4bn (+2.3% yoy)Adjusted net income: Q4 2.5 billion yuan (+43% yoy), expected 2.23 billion yuan; full year 8.14 billion yuan (+30.7% yoy)Online music subscription revenue: full year $15.23 billion (+25.9% yoy), Q4 $4.03 billion (+17.
TME Q4: Performance & Valuation Duet
$TENCENT(00700)$ Tencent’s rally is driven by strength in gaming, advertising recovery, and AI integration. Expanding WeChat ecosystem and rising fintech revenues support long-term growth. Pinduoduo’s surge reflects strong domestic and international e-commerce momentum. Growing user base, higher order volumes, and improved margins boost profitability. Tencent’s diversified revenue streams offer stability, while Pinduoduo’s rapid growth drives upside potential. Earnings strength will be key to sustaining momentum for both stocks.
avatarantiti
03-18

Goldman Sachs: Optimistic About the Future Growth of Tencent, Meituan, and Pinduoduo

$TENCENT(00700)$ , $MEITUAN-W(03690)$ , and $PDD Holdings Inc(PDD)$ are expected to report their Q4 2024 results this week, with solid performance anticipated. Revenue growth is forecasted at 8%, 19%, and 24% year-on-year, respectively, with adjusted EBIT growth of 22%, 405%, and 11%. Investor focus is on AI-related investments, competition in e-commerce and offline services, international investment budgets, profit growth expectations across business segments, and shareholder return plans.Goldman Sachs rates Tencent as "Buy" with a target price of HKD 534. Q4 game revenue is expected to grow by 17%, and ad revenue by 12%, with adjusted EBIT at RMB 60 billion, u
Goldman Sachs: Optimistic About the Future Growth of Tencent, Meituan, and Pinduoduo
$TENCENT(00700)$ Tencent: The Sleeping Giant AwakensBoom. This is what happens when a market underestimates a true titan for too long. Tencent just dropped a blowout quarter, and the stock is responding the only way it should—straight up.This isn’t just a Tencent rally—this is a wake-up call for the entire tech sector. Confidence is back, momentum is building, and those who doubted are now scrambling to get back in.
avatarMHh
03-17
$TENCENT(00700)$  waiting for earnings report this week! Looking forward to the stock soaring

[Stock Prediction]Tencent vs. Meituan vs. Xiaomi – Which Stock Will Surge After Earnings?

This week, the Hong Kong stock market is in the spotlight as three tech giants—Tencent, Meituan, and Xiaomi—release their earnings reports. Their results won’t just impact their stock prices but could also set the tone for the broader tech sector.Can you predict which stock is a big winner this week ? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers.🔍 Key Earnings Highlights💡 Xiaomi: EVs & Premium Smartphones Fueling Growth $XIAOMI-W(01810)$ reports earnings on March 18, with Bloomberg consensus estimating Q4 2024 revenue at ¥358 billion and adjusted net profit at ¥25.1 billion. Click
[Stock Prediction]Tencent vs. Meituan vs. Xiaomi – Which Stock Will Surge After Earnings?

BABA& .SPX: What's Going on Next?

Hello everyone! Today i want to share some trading ideas with you!1.Lots of are starting to point towards $Alibaba(BABA)$ breaking out towards 175. Over a year ago this exact target was marked with wonderful entry opportunity. 175 and 75 for Alibaba and $TENCENT(00700)$ will be the time to conclude the trade— …. just when everyone is looking at them.2.I’ve caught the Longevity bug— courtesy of people like Bryan Johnson, Dr. Huberman & Gary Brecka. James Clear’s Atomic Habits helped stitch it all together. Feeling my absolute best in 2025. Mental clarity is incredible when the foundation is set in consistency.ImageImageImageImage
BABA& .SPX: What's Going on Next?
avatarColeHii
03-15
$Tencent Music(TME)$ good stock to invest
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