PDD Holdings: Brand Migration Driving Long-Term GMV Growth

Group 1 - PDD Holdings is experiencing growing attraction for brands, which is expected to enhance its stickiness over time [1] - The developments are likely to drive higher domestic GMV share growth for PDD Holdings [1] - PDD Holdings aims to maintain its high take rate amidst these changes [1] Group 2 - Astrada Advisors provides actionable recommendations to enhance portfolio performance and uncover alpha opportunities [2] - The firm has a strong track record in investment research across technology, media, internet, and consumer sectors in North America and Asia [2] - Astrada Advisors integrates rigorous fundamental analysis with data-driven insights to offer a nuanced understanding of key trends and competitive landscapes [2]