Added to YB: 2025-09-10
Pitch date: 2025-07-25
TCTZF [bullish]
Tencent Holdings Limited
-20.76%
current return
Author Info
No bio for this author
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 3.5T
Pitch Price
HKD 544.16
Price Target
172.50 (-60%)
Dividend
1.17%
EV/EBITDA
N/A
P/E
15.47
EV/Sales
4.63
Sector
Interactive Media and Services
Category
growth
Tencent Holdings Limited - $TCTZF
TCTZF: China's super-app leader w/ 1.4B WeChat users trading at 14x 2026E EPS despite 31% margins & AI integration driving +20% ad growth, 24% gaming growth. Base case +45% upside on 22x multiple; AI-boosted scenario +146% upside at 30x as margins expand to 40%+. Key catalysts: AI monetization, WeChat Video Accounts scaling, global gaming hits.
Read full article (16 min)