The White House is debating whether to allow Tencent to keep its stakes in major video game groups as U.S. President Donald Trump prepares to meet Chinese President Xi Jinping in China in April, the Financial Times reported on Tuesday.
Tencent Cloud said on Wednesday it has partnered with U.S. automaker Tesla to offer in-car features such as instant transfer of WeChat location data and smart services suggestions based on destination.
Tencent Holdings is well-positioned to benefit from China's pivot toward services and the knowledge economy. Despite a touch-high valuation, TCEHY offers robust growth, strong margins, and potential AI upside, justifying a buy rating. Government support via the upcoming five-year plan and increased domestic consumption should provide significant tailwinds for TCEHY.
Tencent plans to expand its data center footprint in the Middle East, the CEO of its cloud computing group told CNBC. The Middle East has drawn huge investments from tech giants to build AI data centers and other computing infrastructure.
Tencent: A Flagship Chinese Tech Giant Still Trading Below Intrinsic Value
Tencent Music Entertainment has suffered a sell-off following 3Q25 results that reflect continued MAU decline and slower momentum in SVIP adoption. Meanwhile non music-subscription revenues have been doing well through concert and merchandise sales, and advertising. Considering these sources of revenues and the potential for further realization of profit from the Ximalaya acquisition, the sell-off was likely overdone.
China's shift to looser policy and rising tech momentum set the stage for a 2026 rebound, with Tencent among top U.S.-listed plays.
Prosus remains a Strong Buy, driven by robust financials, record buybacks, and a persistent valuation gap to its Tencent stake. E-commerce revenue grew 22% YoY with aEBITDA up 70%, supporting targets to more than double segment revenue and triple profits by FY28. Strategic expansion in Europe, LATAM, and India, including the €4.1B Just Eat Takeaway acquisition, underpins Prosus' ambition to build three $50B+ ecosystems beyond Tencent.
The battle for control of Warner Bros Discovery Inc (NASDAQ:WBD, XETRA:J5A) has narrowed into a bruising contest between Paramount and Netflix Inc (NASDAQ:NFLX, XETRA:NFC). And the intensity of that fight has made Tencent's continued involvement all but untenable.
Tencent (TCEHY) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Internet Services industry valuation soars, as AI adoption, accelerated digitization and superior products attract investors. Yatra and Tencent estimates rise.
Ubisoft delivered improved H1 results, with net bookings up 20% YoY and operating income returning to positive territory. Tencent's €1.16 billion investment eliminated Ubisoft's net debt and strengthened its balance sheet. Partnerships and Assassin's Creed drove performance, highlighting continued dependence on catalog strength rather than new releases.