r/chinastocks
Tencent
Tencent is a great buy at 12x forward PE with 20%+ growth, strong buybacks, and conservative AI investments, alongside a Moomoo promo.
- Trading at 12x forward earnings with over 20% annual growth.
- Core gaming and ad businesses historically grow at 30% CAGR, with excess cash generating 20% CAGR in investments.
- Massive share buybacks and conservative AI investment approach.
Missed google? Or meta? Tencent is currently trading at forward earnings of 12, growing at north of 20% annually. Tencent historically have shown to grow its core operating earnings in the gaming, and media advertisement business at 30% cagr, while it's excess cash flows are channelled into investments earning 20% cagr. With a huge share buybacks, conservative approach to AI investments, tencent at the current valuation is an excellent buy. Certainly a Burry pick.
I am participating in Moomoo platform contest, so please bear with me, to introduce the benefits of Moomoo. Moomoo provides an excellent platform to buy this ADR, simple, and low fees. Moomoo also provides free access to morningstar reports and analysis targets which otherwise would cost hundreds annual subscription fees.
Pony ma, is definitely a more conservative and low-lying management compared to Jack Ma. Of course, Joe tsai has been managing Alibaba quite well recently
Both tencent and Alibaba is the major tech players of china. Though crack down for the past few years destroyed their moat. It will only down trend more until there's a breakout like overseas buying their chip or local domination of chip sales. Which I doubt will happen in the near future, sadly. I don't see a lot of upside until few years down the road.
On the other hand government is pushing more pure play stuff like infrastructure to AI. Energy , pure play chips. Look into CATL
I think the late charlie, newspaper holding company has a huge holding of tencent
How about tencent music? It has trade down even more recently
Is alibaba a better opportunity than tencent? Given they have their own chips, and a faster growing cloud
Los dos son buenas opciones, Tencent quizás con mejores margenes, no son inversiones excluyentes
I am always looking into China stocks and I believe they will rise like a dragon as the years go. Tencent will definitely lead the dragon
China stocks in generally are all going down, same for tencent. Why do u think this time will be different?
GOOGL is getting more potential of pumping now, think they have push more on AI narratives
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I own over 152k shares of tencent over these years. Waiting it to reach 90 dollars per share before I retired.
Regardless how good tencent is, it is already highly valued. I dont see any room it will rise further