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PDD Holdings: Brand Migration Driving Long-Term GMV Growth
PDDPDD(PDD) Seeking Alpha·2024-10-25 10:34

Two recent events are unfolding that we believe warrant investor attention on PDD Holdings' (NASDAQ: PDD ) growing attraction for brands. These can enhance PDD's stickiness over time, drive higher domestic GMV share growth, and maintain its high take rate.Astrada Advisors delivers actionable recommendations that enhance portfolio performance and uncover alpha opportunities, supported by a strong track record in investment research at leading global investment banks. With expertise spanning technology, media ...