$MEITUAN-W(03690)$ How should

How should one choose between Tencent $TENCENT(00700)$ and Meituan?

With Tencent's projected profit of 210 billion this year and factoring out 100 billion in publicly traded company stocks, that gives it a PE ratio of 16. Over the next three years, it's expected to see a 10% revenue growth, a 15% profit growth, and an additional 5% from buybacks and dividends. Plus, AI integration within the WeChat ecosystem presents an optimal scenario for implementation. In my opinion, Tencent is far superior.

On the other hand, Meituan's business model is essentially about maximizing profits at the expense of merchants and delivery riders, stripping away their surplus value. Compared to Tencent's gaming and entertainment sectors, Meituan has a much smaller moat and limited room for maneuver.

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