Professional
Added to YB: 2024-12-27
Pitch date: 2024-12-19
TCEHY [bullish]
Tencent Holdings Limited
+5.95%
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 3.6T
Pitch Price
HKD 53.63
Price Target
90.00 (+58%)
Dividend
1.15%
EV/EBITDA
11.68
P/E
N/A
EV/Sales
4.74
Sector
Interactive Media and Services
Category
growth
Tencent Holdings Limited Leverages Unrivaled Network Effects to Fuel Growth on Multiple Fronts
TCEHY: Dominant in gaming, social media, payments. WeChat's network effect drives growth in ads, fintech, cloud. 60% op income from games. Untapped WeChat ad potential. Bulls: early monetization stages, daily life integration. Bears: regulatory risks, tech shifts. Wide moat from network effects. FVE $90. High uncertainty rating.
Read full article (8 min)