Tencent Holdings Ltd UNS ADR (TCEHY)
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Tencent: Another Tariff Selloff Creates A Buying Opportunity
Tencent's stock price has surged 50.4% this year, signaling a potential renewed investor confidence. A new round of tariffs may disrupt the momentum. Yet, the company looks like an enticing investment as of now with a strong upside potential. The market was punishing the business, along with other Chinese firms, for too long. Considering the forward-looking management, a long track record of growth, and a constant pursuit of innovation, Tencent may appear as a compelling option from a value investing perspective.
Tencent: China's Sleeping Giant Is Finally Waking Up
Tencent (TCHEY) is rated a Strong Buy, driven by renewed growth across gaming, advertising, and fintech, powered by AI integration. TCHEY is undervalued at 20x earnings, with a 12-month price target of $105 per ADR, offering a 22% upside potential. AI-driven advertising, cloud expansion, and rising domestic consumption are key growth catalysts, while risks include regulatory shifts and domestic competition.
Prosus: Tencent At A Discount, Plus A Growing E-Commerce Ecosystem For Free
Prosus N.V. is rated Buy, driven by strong Tencent momentum, a persistent NAV discount, and a growing e-commerce ecosystem. Prosus benefits from Tencent's compounding growth and uses share buybacks at a 30%+ NAV discount to create shareholder value. The ex-Tencent portfolio is now profitable, growing revenues at 18% CAGR.
Tencent Music Entertainment: Bullish On Organic And Inorganic Growth Drivers
I'm bullish on Tencent Music, considering both external and internal growth engines. Non-subscriber revenues surged 47% YoY, driven by collectibles, ads, live shows, and new ad-based memberships, with significant cross-selling potential. Strategic investments, like the SM Entertainment stake and Ximalaya acquisition, position TME for exclusive content and expanded audio offerings, respectively.
Tencent Music Stock Outshines Spotify as China's Music Giant
If you thought Spotify Technology NYSE: SPOT was the best-performing music streaming stock of 2025, think again. Spotify's performance has been impressive, with the stock up nearly 54% year-to-date.
Accelerating Growth In AI And Cloud Makes Tencent Still A Buy
Tencent delivered strong Q2 2025 results, with double-digit growth across all segments and accelerating earnings momentum. AI-driven advertising and gaming, plus international cloud expansion, are fueling broad-based growth and margin improvement. Valuation remains attractive: shares trade ~14% below intrinsic value, with P/E and P/FCF ratios below 10-year averages.
Tencent Holdings Limited (TCEHY) Q2 2025 Earnings Call Transcript
Tencent Holdings Limited (OTCPK:TCEHY) Q2 2025 Earnings Conference Call August 13, 2025 8:00 AM ET Company Participants Chi Ping Lau - President Huateng Ma - Co-Founder, Chairman & CEO James Gordon Mitchell - Chief Strategy Officer & Senior EVP Shek Hon Lo - Corporate Participant Wendy Huang - Investor Relations Officer Conference Call Participants Alex C. Yao - JPMorgan Chase & Co, Research Division Alicia Yap - Citigroup Inc., Research Division Charlene Liu - HSBC Global Investment Research Ellie Jiang - Macquarie Research Kenneth Fong - UBS Investment Bank, Research Division Robin Zhu - Sanford C.
Chinese tech giant Tencent's quarterly revenue jumps 15% on AI investments, gaming unit boost
Tencent on Wednesday reported a 15% jump in second-quarter revenue as a strong performance in its gaming unit and investments in AI boosted growth.
Tencent still favorable even if regulatory hurdles put a ceiling on its revenue growth: CIO
Tencent is primed to ride the AI surge, says UOB Kay Hian's Qi Wang, making it a standout bet within China's technology landscape.
AI Is Supercharging Tencent And Wall Street Is Sleeping On It
Tencent is leveraging AI across gaming, WeChat, and cloud, driving revenue growth and operational efficiencies after a period of slowdown. AI-powered gaming innovations and cost reductions have reignited Tencent's domestic and international gaming revenue, positioning it to outpace smaller competitors. WeChat's AI integrations are fueling strong ad and Mini Program revenue growth, with new AI features boosting user engagement and monetization potential.
Tencent Music: Lots Of Value To Be Unlocked
Tencent Music is refocusing on its core music streaming business, moving away from its "legacy" social entertainment segment. Management is also becoming more aware and active in unlocking the value of its non-paying user base. The recent $2.4 billion Ximalaya deal has improved its under-levered capital structure. There is considerable room for buybacks and leverage moving ahead.
Tencent: AI Turbocharges A Discounted Super-App Giant
Tencent is accelerating growth post-regulatory trough, with strong revenue, margin expansion, and robust free cash flow supporting record buybacks and dividends. AI monetization is inflecting, driving double-digit gains in ads, gaming, and SaaS, while proprietary models and data deepen Tencent's economic moat. Gaming and content are rebounding, cloud and fintech are delivering high margins, and capital allocation remains disciplined with significant venture upside.
