$TENCENT(00700)$
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.
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- Mortimer Arthur·03-21Tencent should run the next couple of weeks after great earnings.LikeReport
- NoraPoe·03-21Smart playLikeReport