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
WATCH
WATCH
May 28, 2018

Owns WeChat which is the leading social media app in China. It is the first place a company establishes their web presence there. He considers they are undergoing a bit of a breather.

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Owns WeChat which is the leading social media app in China. It is the first place a company establishes their web presence there. He considers they are undergoing a bit of a breather.

TOP PICK
TOP PICK
May 24, 2018

Large owner of Epic Games. One of the top five internet companies in the world. Market cap is $492 billion. Last week the company beat earnings expectations. Over 1 billion active users. Fascinating growth story. Earnings Growth is forecasted to be 25 to 30%. (Analysts’ price target is $73.50)

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Large owner of Epic Games. One of the top five internet companies in the world. Market cap is $492 billion. Last week the company beat earnings expectations. Over 1 billion active users. Fascinating growth story. Earnings Growth is forecasted to be 25 to 30%. (Analysts’ price target is $73.50)

BUY
BUY
May 14, 2018

WeChat has nearly a billion users. They pay a little dividend. Companies that pay dividends always outperform. It shows the cash flow is there. This is a play on Internet and gaming. He likes it.

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WeChat has nearly a billion users. They pay a little dividend. Companies that pay dividends always outperform. It shows the cash flow is there. This is a play on Internet and gaming. He likes it.

DON'T BUY
DON'T BUY
May 11, 2018

This company is an aggregator of social media for China. It is a very good business, but he struggles with the valuation being so stretched. There is not a great chance it will double in value in a reasonable amount of time. There are better opportunities to get Asian exposure like China Mobile.

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This company is an aggregator of social media for China. It is a very good business, but he struggles with the valuation being so stretched. There is not a great chance it will double in value in a reasonable amount of time. There are better opportunities to get Asian exposure like China Mobile.

COMMENT
COMMENT
May 10, 2018

What does it mean for a Canadian investor the fact that they are going to be listed now in Hong Kong? It is great to have where it needs to be. It always helps to be listed in other markets. Having said that you might have some things happening when you are asleep. He likes sideways and this stock has been trading sideways for quite some time. He needs some proof that the stock is not going to comeback form the cliff.

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What does it mean for a Canadian investor the fact that they are going to be listed now in Hong Kong? It is great to have where it needs to be. It always helps to be listed in other markets. Having said that you might have some things happening when you are asleep. He likes sideways and this stock has been trading sideways for quite some time. He needs some proof that the stock is not going to comeback form the cliff.

TOP PICK
TOP PICK
April 23, 2018

Growth rates are 40-60 percent per year. They have a gaming division. The Chinese use their app instead of credit cards. This should be a smaller position. (Analysts’ target: 522.41).

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Growth rates are 40-60 percent per year. They have a gaming division. The Chinese use their app instead of credit cards. This should be a smaller position. (Analysts’ target: 522.41).

BUY
BUY
April 12, 2018

He still owns it. Fourth largest internet-based companies in the world. It suffered a heathy pullback but long term you will see a company like this with tons of runway. Trading at 38 times earnings with a 25% growth rate which is attractive for a high growth technology company.

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He still owns it. Fourth largest internet-based companies in the world. It suffered a heathy pullback but long term you will see a company like this with tons of runway. Trading at 38 times earnings with a 25% growth rate which is attractive for a high growth technology company.

BUY
BUY
March 13, 2018

The fourth-largest internet company in the word, based in China. The penetration rate in China is half that of the US, so there's lots of runway for growth. They're into gaming and messaging and e-commerce. He continues to like and hold it. Transparency for Chinese companies was a concern 10 years ago, but not today.

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The fourth-largest internet company in the word, based in China. The penetration rate in China is half that of the US, so there's lots of runway for growth. They're into gaming and messaging and e-commerce. He continues to like and hold it. Transparency for Chinese companies was a concern 10 years ago, but not today.

STRONG BUY
STRONG BUY
February 26, 2018

The 6th largest position in his fund. Hopefully you can hold it forever. Everyone in China has it, whereas only half the people in North America have Facebook. WeChat has a payment system and you can sell things over it. They now have a mutual fund license.

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The 6th largest position in his fund. Hopefully you can hold it forever. Everyone in China has it, whereas only half the people in North America have Facebook. WeChat has a payment system and you can sell things over it. They now have a mutual fund license.

COMMENT
COMMENT
January 25, 2018

A great company, and he continues to like it. It’s basically a Chinese Internet and mobile value-added service type of company with gaming and online advertising services. A lot of their services are really intertwined. The 4th largest Internet Company globally. You are probably going to see well in excess of 30% long-term EPS growth. Forward PE is high at 37%, but if looking at growth rates 35% or higher, you are looking at a PEG ratio of 1.0, which is pretty cheap in the Tech space. Also, they have a much wider audience and a lot more runway than some of the US Internet companies.

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A great company, and he continues to like it. It’s basically a Chinese Internet and mobile value-added service type of company with gaming and online advertising services. A lot of their services are really intertwined. The 4th largest Internet Company globally. You are probably going to see well in excess of 30% long-term EPS growth. Forward PE is high at 37%, but if looking at growth rates 35% or higher, you are looking at a PEG ratio of 1.0, which is pretty cheap in the Tech space. Also, they have a much wider audience and a lot more runway than some of the US Internet companies.

BUY WEAKNESS
BUY WEAKNESS
January 22, 2018

A massive company that has only come on his radar recently. A great example of how we can typically have our blinders on and be oblivious to other great companies in the world. He would expect Internet penetration/smart phone penetration in China is probably midcycle, 3rd or 4th inning. Wait for a pullback, and then add to it if it made new highs.

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A massive company that has only come on his radar recently. A great example of how we can typically have our blinders on and be oblivious to other great companies in the world. He would expect Internet penetration/smart phone penetration in China is probably midcycle, 3rd or 4th inning. Wait for a pullback, and then add to it if it made new highs.

COMMENT
COMMENT
January 9, 2018

His only issue is that when you buy a share, you are not really getting $.10, you are getting theoretical interest in the ownership of the company. Foreigners are not allowed to buy companies in China, and that is kind of holding him back. A wonderful company and very attractive valuation, but he is nervous about investing his clients’ money in these kinds of companies.

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His only issue is that when you buy a share, you are not really getting $.10, you are getting theoretical interest in the ownership of the company. Foreigners are not allowed to buy companies in China, and that is kind of holding him back. A wonderful company and very attractive valuation, but he is nervous about investing his clients’ money in these kinds of companies.

BUY
BUY
November 27, 2017

One of the largest Internet companies in China. The largest video game manufacturer in the world. They have WeChat which is like FB-Q but everyone in China has it. It is listed on the Hong Kong exchange and in the US. You will see currency differences. He plans on keeping this stock. He owns it through the Pink sheets in the US. When you buy it in Hong Kong, the commissions are a lot higher.

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One of the largest Internet companies in China. The largest video game manufacturer in the world. They have WeChat which is like FB-Q but everyone in China has it. It is listed on the Hong Kong exchange and in the US. You will see currency differences. He plans on keeping this stock. He owns it through the Pink sheets in the US. When you buy it in Hong Kong, the commissions are a lot higher.

DON'T BUY
DON'T BUY
October 13, 2017

A great story, and he wishes he were there 5 years ago. However, this is a story that is very expensive, and with everything that is binary in terms of high valuation and high growth, at some point when it comes back, it is going to come back very hard. Very high risk.

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A great story, and he wishes he were there 5 years ago. However, this is a story that is very expensive, and with everything that is binary in terms of high valuation and high growth, at some point when it comes back, it is going to come back very hard. Very high risk.

COMMENT
COMMENT
August 31, 2017

This is one of her top holdings. A very well-run company. They have just under 1 billion monthly active users under CHAT. They are also the biggest gaming company. Between CHAT and gaming, that is 65% of their business. They are using their free cash flow to invest in other things, such as the Cloud. They are also the 2nd largest mobile payment company in China. Valuations are rich, at around 32X earnings, but she is expecting a compounded annual growth rate of earnings over the next 2-3 years of 35%. (See Top Picks.)

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This is one of her top holdings. A very well-run company. They have just under 1 billion monthly active users under CHAT. They are also the biggest gaming company. Between CHAT and gaming, that is 65% of their business. They are using their free cash flow to invest in other things, such as the Cloud. They are also the 2nd largest mobile payment company in China. Valuations are rich, at around 32X earnings, but she is expecting a compounded annual growth rate of earnings over the next 2-3 years of 35%. (See Top Picks.)

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