Opinions Christine Tan
Tencent Holdings Ltd TCEHYCOMMENTFeb 02, 2017
Christine TanStock price when the opinion was issued
As of Jun 09, 2026. Market Open.
You might be interested:
Important, because it's the super-app for the Chinese consumer. Has a gaming platform, chat platform, and moving into the AI sphere. Interesting equity, but you need to make a call on China as a whole.
Remember what happened when the finance arm of BABA was supposed to go public: CEO said some things, Chinese government stepped in, Ant Financial was pulled, stock price of BABA collapsed by 70%, CEO disappeared for a few months. During that time, Tencent all of a sudden had to make a large donation to charity -- not something you can forecast. By investing in Tencent, you have to sign up for that.
Otherwise, a great company. Well managed, well structured, and they own the Chinese consumer.
Rick Stuchberry
Darren Sissons
Stockchase Discover
Kim BoltonThis didn't come down much during the pandemic. Has good growth and diversification. Has its own payment system. Actually, this sold off last year during the trade war, but has held in this year like a rock. They are solid. Has good growth ahead. (Analysts’ price target is $56.67)
Rick StuchberryHe owns this one -- about 1% of his portfolio. He has a price target of $53.70 US. It is undervalued. It is the largest online advertiser, gaming space and more. It is getting into fintech and cloud storage -- all with good long runways.
Kim Bolton
Basically a mobile gaming company in China. Over the years they have built the valuable real estate on their smart phone into a lot of ancillary revenues. However, their core is still gaming. The power of this company’s platform is how they can really use that single piece of real estate and bring content through it. Recently signed a partnership with the NHL to bring it to China, so you can imagine what the potential will be. Another example of how they are able to leverage global content and bring it to a big domestic market is that they acquired a US company called Riot Games, the developer of League of Legends and created their own version called Honour of Kings. Within 11 months, they had 50 million users.