Tencent Holdings Ltd

TCEHY-OTC

OTCMKTS:TCEHY

56.29
0.00 (0.00%)
Tencent Holdings Limited is a Chinese multinational investment holding conglomerate founded in 1998, whose subsidiaries specialize in various Internet-related services and products, entertainment, ...
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Analysis and Opinions about TCEHY-OTC

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 1, 2019

(A Top Pick Jun 29/18, Down 12%) If you owned any Chinese stock during the trade war with the US money has flowed away. It is a platform and software based company, which he believes creates unique value. He will continue to hold it.

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(A Top Pick Jun 29/18, Down 12%) If you owned any Chinese stock during the trade war with the US money has flowed away. It is a platform and software based company, which he believes creates unique value. He will continue to hold it.

PAST TOP PICK
PAST TOP PICK
January 22, 2019

(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.

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(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.

TOP PICK
TOP PICK
January 21, 2019

When the Chinese market got cracked when all the Asian markets got cracked, he thought they put these on fire sale. As a parallel, it is an FB-Q type of situation. They sell apps, music and a pay-app. They have games. It went from the 50s to the 30. It is a unique situation. They are growing at 10-30% and they are big while growing quickly. He would add again here. It is an investment grade company. (Analysts’ price target is $52.33)

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When the Chinese market got cracked when all the Asian markets got cracked, he thought they put these on fire sale. As a parallel, it is an FB-Q type of situation. They sell apps, music and a pay-app. They have games. It went from the 50s to the 30. It is a unique situation. They are growing at 10-30% and they are big while growing quickly. He would add again here. It is an investment grade company. (Analysts’ price target is $52.33)

COMMENT
COMMENT
December 14, 2018

Has a 1.75% position. Has had a haircut. Price target of $46.07. Not cheap. Dividend yield is 4.6%. Interesting, because they have an oligopoly in internet and gaming. Tremendous leadership in the video ecosystem, they have the developers and the distribution network. And now it has Tencent Music. He'd buy into the bigger holding company.

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Has a 1.75% position. Has had a haircut. Price target of $46.07. Not cheap. Dividend yield is 4.6%. Interesting, because they have an oligopoly in internet and gaming. Tremendous leadership in the video ecosystem, they have the developers and the distribution network. And now it has Tencent Music. He'd buy into the bigger holding company.

PAST TOP PICK
PAST TOP PICK
November 6, 2018

(A Top Pick Apr 23/18, Down 10%) It got creamed in the recent Chinese market take-down. Company fundamentals are good. A real growth company. Partially held back by Chinese regulators and caught in the US-China tariff war. He will add to his position, and will wait to see how things transpire. Owns this and Alibaba among Chinese stocks. Remember that each year, China adds the entire population of Canada to their middle class. Enormous growth.

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(A Top Pick Apr 23/18, Down 10%) It got creamed in the recent Chinese market take-down. Company fundamentals are good. A real growth company. Partially held back by Chinese regulators and caught in the US-China tariff war. He will add to his position, and will wait to see how things transpire. Owns this and Alibaba among Chinese stocks. Remember that each year, China adds the entire population of Canada to their middle class. Enormous growth.

HOLD
HOLD
September 12, 2018

Was a flyer, now caught in negative sentiment surrounding Chinese names. Long-term, a great company. Dominate social media space and gaming. Net revenue growth slowed to 30%, and seeing some weakness in profits. Concerns about US-China relations and regulatory approvals. He’s watching it very closely. Use a stop loss.

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Was a flyer, now caught in negative sentiment surrounding Chinese names. Long-term, a great company. Dominate social media space and gaming. Net revenue growth slowed to 30%, and seeing some weakness in profits. Concerns about US-China relations and regulatory approvals. He’s watching it very closely. Use a stop loss.

WATCH
WATCH
September 11, 2018

They've had some challenges. Longtime shareholders have done well. Tariff fears and high multiples have led to a nasty contraction. That said, the longterm outlook is good. Keep watching it, but the sell-off isn't over yet.

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They've had some challenges. Longtime shareholders have done well. Tariff fears and high multiples have led to a nasty contraction. That said, the longterm outlook is good. Keep watching it, but the sell-off isn't over yet.

PAST TOP PICK
PAST TOP PICK
August 22, 2018

(A top pick June 29/18, down 9%). Year to date it is down pretty hard. They had a horrible quarter, however, they still had a $3B profit. They have a good business model.

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(A top pick June 29/18, down 9%). Year to date it is down pretty hard. They had a horrible quarter, however, they still had a $3B profit. They have a good business model.

PARTIAL SELL
PARTIAL SELL
July 31, 2018

Traffic congestion in China is severe, making online delivery very attractive. As China gets wealthier, this business will increase. However, funds are starting to fly out of emerging markets and to come out of high technology stocks. There could be a meaningful correction in the price of this stock, so even though it will do well over the long term, it might be best to take some money off the table for now. He sees this as a high-quality stock and will be interested when its valuation looks cheaper.

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Traffic congestion in China is severe, making online delivery very attractive. As China gets wealthier, this business will increase. However, funds are starting to fly out of emerging markets and to come out of high technology stocks. There could be a meaningful correction in the price of this stock, so even though it will do well over the long term, it might be best to take some money off the table for now. He sees this as a high-quality stock and will be interested when its valuation looks cheaper.

HOLD
HOLD
July 18, 2018

The Chinese market has been “smoked” this year. This company is in the right sector right now and is a leader in the internet space. It is an out-performer.

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The Chinese market has been “smoked” this year. This company is in the right sector right now and is a leader in the internet space. It is an out-performer.

PAST TOP PICK
PAST TOP PICK
July 9, 2018

(Past Top Pick, June 1, 2018, Down 2%) A mega-cap company in online advertising and gaming (gambling) from China. A giant company and a core holding for him.

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(Past Top Pick, June 1, 2018, Down 2%) A mega-cap company in online advertising and gaming (gambling) from China. A giant company and a core holding for him.

PAST TOP PICK
PAST TOP PICK
July 4, 2018

(Past Top Pick, June 29, 2017, Up 38%) They dominate China's social network, where mobile videogaming is very big--and Tencent has a stake in that. They also have a Messenger-type app with over a billion users. The runway for growth is long.

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(Past Top Pick, June 29, 2017, Up 38%) They dominate China's social network, where mobile videogaming is very big--and Tencent has a stake in that. They also have a Messenger-type app with over a billion users. The runway for growth is long.

TOP PICK
TOP PICK
June 29, 2018

Everything is going right for this company – it owns much of the platform for digital sales in Asia, whereas in North America it is fragmented between Amazon, Google and Facebook. This is a service company that will not be impacted by tariff wars. Yield 0.2%. (Analysts’ price target is $520.92 HKD)

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Everything is going right for this company – it owns much of the platform for digital sales in Asia, whereas in North America it is fragmented between Amazon, Google and Facebook. This is a service company that will not be impacted by tariff wars. Yield 0.2%. (Analysts’ price target is $520.92 HKD)

TOP PICK
TOP PICK
June 1, 2018

He has a 12 month target of $65. It has a Price Earnings to Growth ratio of only 0.63 making it relatively cheap. It is largest market cap in China. It is involved in social networks, online games and cloud services. The growth of these sectors is huge in China. Yield 0.2%. (Analysts’ price target is $65)

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He has a 12 month target of $65. It has a Price Earnings to Growth ratio of only 0.63 making it relatively cheap. It is largest market cap in China. It is involved in social networks, online games and cloud services. The growth of these sectors is huge in China. Yield 0.2%. (Analysts’ price target is $65)

DON'T BUY
DON'T BUY
May 31, 2018

They have done a terrific job at growing their business. Highly innovative. His concern is that you really don’t know what you own. You have to be careful about the rule of law.

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They have done a terrific job at growing their business. Highly innovative. His concern is that you really don’t know what you own. You have to be careful about the rule of law.

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