In March 2024, I argued that Tencent ( OTCPK:TCEHY ) shares are a Buy, pointing to attractive buyback activity. Since the article's publication, TCEHY shares have returned about 32%, compared to a gain of 13% for the S&P 500 (Experience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Investor ExpressAnalys ...

Tencent Holdings Limited ( OTCPK:TCEHY ) ( OTCPK:TCTZF ) is a growing Chinese tech enterprise with considerable scale and favorable business trends, especially in Fintech. Tencent has a social media and Fintech business, and is seeing a very positive gross margin trends. TheI look for high-risk, high-reward situations, mainly in the technology markets. I am an early buyer of Bitcoin and my portfolio mainly focused on companies with asymmetric long-term upside. My top holdings include: Bitcoin, Tesla, Google ...

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Ian leads the investing group Ian's Insider Corner . Features of the group include: the Weekend Digest which covers everything from new ideas to updates on current holdings and macro analysis, trade alerts, an active chat room, and direct access to Ian. Learn More .Ian Bezek is a f ...

With over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessimism and excessive exuberance. My objective is simple, identifying asymmetric for all of us to capitalize on. If you have specific requests on companies you'd like me to cover, feel free to drop me a DM. Selendis Research is closely associated with Seven InsightsAnalyst’s Disclosure: I/we ...

The U.S. Department of Defense (DOD) has added Chinese tech giant Tencent Holdings, Ltd. to its "blacklist" of companies that allegedly aide the Chinese military. The DOD on Monday released its annual updated list of firms operating in the U.S. deemed to be "Chinese Military Companies," which is a requirement under Section 1260H of the Mac Thornberry National Defense Authorization Act (NDAA) of FY2021. Tencent was a new addition to the list. The list is a warning to American companies to not work with these ...

Tencent ( OTCPK:TCEHY ) ( OTCPK:TCTZF ) is a dominant online games operator in China. As the online game market matures, Tencent has been expanding its business scope into other growth areas such as marketing services and FinTech markets. I believe Tencent’sAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TCEHY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...

“The sudden weakening of the US dollar overnight given news that the incoming US administration may pare back on import tariffs does not really change the below story (in fact the largest appreciation came from the euro and not so much the RMB). China’s currency is under pressure for domestic reasons and not only because of Trump’s policies.”China’s Domestic Struggles: PMI Data and Labor Market ConcernsDecember’s Caixin private sector PMI data raised concerns about the effectiveness of Beijing’s stimulus me ...

BEIJING, CHINA - MARCH 03: 'Pony' Ma, Chairman and Chief Executive Officer of Tencent Holdings Ltd., speaks at a news conference in 2016 in Beijing.Lintao Zhang/Getty ImagesChinese web giant Tencent was added to a U.S. government list of military-linked companies, spooking investors and triggering as much as a 7% plunge in its Hong Kong-listed shares.Other companies were also added to the list, including battery maker Contemporary Amperex Technology (CATL), whose Shanghai-listed shares dropped 3% Tuesday mo ...

While the Chinese internet giant Tencent is best-known for its super-app WeChat, it’s also a major investor in U.S. tech companies and startups. Some of its most notable and still active investments include Reddit, Snap, and Fortnite creator Epic Games.Things might get a little awkward, though, because Tencent was designated a “Chinese military company” by the U.S. Department of Defense on Monday. The listing serves as a warning from the U.S. about companies it claims are involved in Chinese “military-civil ...

Shares of Tencent (TCEHY -7.50%), the Chinese tech giant and owner of the WeChat superapp, were tumbling Monday after the U.S. Department of Defense listed the company as a Chinese military entity in a Federal Register filing.Such a move could carry significant implications for Tencent on trade, technology, and intellectual property, so it's not surprising that its stock fell in the wake of that news. As of 1:36 p.m. ET, Tencent shares were down 9.7% for the session. Tencent could be the latest victim in th ...