The technology investor said it would accelerate investments in iFood after hitting its targets for fiscal 2026.
Kaspi.kz (KSPI), Kazakhstan's leading super-app, is seeing renewed momentum, notably after Tencent acquired a significant 3.2% stake. KSPI's payments and marketplace segments are growing robustly, with e-commerce purchases projected to rise 83% in FY 2025 despite smartphone sales headwinds. Fintech margins remain pressured by Kazakhstan's high 18% benchmark rate and new taxes, but loan growth and platform engagement remain solid.
Chinese tech giants Tencent Holdings and Alibaba Group are in discussions to invest in artificial intelligence startup DeepSeek, which is seeking funding at a valuation exceeding $20 billion, The Information reported on Wednesday.
Tencent (TCEHY) leverages its dominant ecosystem—Weixin/WeChat, gaming, fintech—to drive rapid AI adoption and self-funded innovation. Core businesses generate $32B free cash flow, supporting $5.8B in AI capex for 2026, with management guiding 80% of earnings to shareholder returns. AI adoption in China is ecosystem-driven; TCEHY's Yuanbao AI assistant reached 114M MAUs, benefiting from low user friction and cost-competitive models.
Investors need to pay close attention to TME stock based on the movements in the options market lately.
iShares MSCI China ETF (NYSEARCA:MCHI) is down 8.74% year-to-date, giving back most of a strong 2025 rally that had investors excited about a Chinese equity recovery.
Tencent launched a tool on Sunday to integrate its WeChat messaging platform with the OpenClaw agent, deepening its push into AI agents that have become a key battleground among China's technology companies.
Tencent Holdings Limited (TCEHY) Q4 2025 Earnings Call Transcript
TCEHY beat Q4 earnings as revenues rise 13% y/y, driven by gaming and marketing services, along with margin expansion despite higher expenses.
China's Tencent plans to at least double its AI-related spending to 36 billion yuan ($5.2 billion) this year, as the gaming and social media giant invests in model training, talent acquisition and ramps up marketing of its AI agent services.
Tencent wants to bring artificial intelligence agents into its WeChat social media app, the Chinese tech firm's president said on Wednesday, a move that could change how hundreds of millions of users interact with the platform in the Asian nation and beyond.
Tencent Holdings Limited (TCEHY) remains a Buy, supported by robust financials, strong Q4 results, and attractive valuation. TCEHY's diversified growth is fueled by AI, cloud, international gaming, and high-potential investments, with FCF up 18% to RMB 182.6 billion in 2025. Shareholder returns include an 18% dividend increase and ongoing buybacks, though future buybacks may likely slow down as AI investments accelerate.