Tencent Holdings Ltd

TCEHY-OTC

OTCMKTS:TCEHY

54.32
2.07 (3.96%)
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
BUY
BUY
August 24, 2017

One of his favourite tech names. It is the fourth largest internet company in the world. They have a mass market of 930 million people in their chat space. The calculation looks pretty good with a 30-40% growth rate and a 37 PE ratio. He likes this name longer term.

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One of his favourite tech names. It is the fourth largest internet company in the world. They have a mass market of 930 million people in their chat space. The calculation looks pretty good with a 30-40% growth rate and a 37 PE ratio. He likes this name longer term.

TOP PICK
TOP PICK
June 29, 2017

China’s largest Internet service platform. They do things like communication of social networking, chats, and instant messaging. Online gaming is their main growth driver. They do media and online advertising as well. The world’s 4th largest Internet companies by revenue, behind Facebook (FB-Q), Amazon (AMZN-Q) and Alphabet (GOOGL-Q). Very solid balance sheet. They are sitting on $20 billion US in cash. Dividend yield of 0.2%. (Analysts’ price target is HKD 304.)

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China’s largest Internet service platform. They do things like communication of social networking, chats, and instant messaging. Online gaming is their main growth driver. They do media and online advertising as well. The world’s 4th largest Internet companies by revenue, behind Facebook (FB-Q), Amazon (AMZN-Q) and Alphabet (GOOGL-Q). Very solid balance sheet. They are sitting on $20 billion US in cash. Dividend yield of 0.2%. (Analysts’ price target is HKD 304.)

COMMENT
COMMENT
May 31, 2017

She really likes this. It started out as a PC gaming company, but they’ve done a phenomenal job of creating strong IP around games that sustain themselves. Secondly, the Holy Grail for all gaming companies, they figured out mobility. They’ve grown their mobile gaming business tremendously. It is now just half the size of their PC business. Through Re-chat, their chat platform, you can do everything from ordering movie tickets to arrange when to pick up your dry-cleaning. Even though it has performed well, there is still value.

Show full opinionHide full opinion

She really likes this. It started out as a PC gaming company, but they’ve done a phenomenal job of creating strong IP around games that sustain themselves. Secondly, the Holy Grail for all gaming companies, they figured out mobility. They’ve grown their mobile gaming business tremendously. It is now just half the size of their PC business. Through Re-chat, their chat platform, you can do everything from ordering movie tickets to arrange when to pick up your dry-cleaning. Even though it has performed well, there is still value.

COMMENT
COMMENT
February 2, 2017

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
September 30, 2016

The largest tech company in China. Started out in mobile gaming, basically on smart phones. They launch 79 games every quarter, and at any point in time they typically have 5 to 6 of the top 10 games in China. They now own the largest chat business with about 870 million active users, and are starting to monetize that with ads along with games where you can get additional features at a price.

Show full opinionHide full opinion

The largest tech company in China. Started out in mobile gaming, basically on smart phones. They launch 79 games every quarter, and at any point in time they typically have 5 to 6 of the top 10 games in China. They now own the largest chat business with about 870 million active users, and are starting to monetize that with ads along with games where you can get additional features at a price.

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