Added to YB: 2026-06-04
Pitch date: 2026-05-27
0700.HK [bullish]
Tencent Holdings Limited
+8.21%
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
N/A
Pitch Price
HKD 431.00
Price Target
N/A
Dividend
1.22%
EV/EBITDA
N/A
P/E
14.86
EV/Sales
N/A
Sector
Interactive Media and Services
Category
value
Tencent ($0700): A Wide-Moat Compounder Trading at 15x Earnings
0700.HK: Trades 36% off Oct highs at 15x LTM PE on game slowdown & AI capex fears. Q1 revs +9% understated; like-for-like +11%. Domestic games slowing on demographics/competition, but int'l games +13%, marketing +20%, fintech +9%. ~10% rev growth sustainable, 60% GM, wide moat. AI optionality positive either way. Best transparent China exposure vs BABA. Clear long.
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