PDD Holdings: My Top E-Com Pick For 2026
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The Asian Investor31.08K FollowersFollow5ShareSavePlay(11min)CommentsSummaryPDD Holdings is rapidly expanding its core e-commerce business, driven by strong online marketing and transaction services growth.The e-commerce company is cashed up and has considerable capital return potential in the future.Improving Chinese economic growth prospects in 2026 and potential market expansion into South Korea, Australia or Brazil are key catalysts for PDD in 2026.PDD is attractively valued at a forward P/E of 9.4X, offers a double-digit earnings yield, and maintains a robust cash position, limiting risks.A low valuation, high profitability, and international growth ambitions position PDD as a low-risk, high-upside play in the competitive Chinese e-commerce sector.Getty Images PDD Holdings Inc. (PDD) is growing its core e-commerce business amid strong interest in the company's online marketing and transaction services. PDD Holdings is widely outperforming its e-Com rivals in terms of earnings growth, and favorable economic growthThis article was written byThe Asian Investor31.08K FollowersFollowI am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon.Analyst’s Disclosure:I/we have a beneficial long position in the shares of PDD, BABA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You