Added to YB: 2025-06-16
Pitch date: 2025-06-12
TCEHY [bullish]
Tencent Holdings Limited
-13%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Tencent Holdings Limited, an investment holding company, provides value-added services, marketing services, fintech, and business services in Mainland China and internationally.
Market Cap
HKD 3.6T
Pitch Price
HKD 504.62
Price Target
N/A
Dividend
1.15%
EV/EBITDA
11.68
P/E
N/A
EV/Sales
4.74
Sector
Interactive Media and Services
Category
growth
Tencent One Pager
TCEHY: Super-app WeChat ecosystem (1.4B users) dominates digital life in China with mini-programs, integrated payments & services. World's largest gaming company ($19.6B domestic, $8.1B int'l revenue 2024). Strategic investments in 600+ companies worth $91B. Multiple revenue streams beyond ads. Trading at 18-20x forward earnings, $20B+ annual FCF.
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