Tencent Limited

6 hours ago · seekingalpha.com

Tencent delivered 11% YoY revenue growth in Q2, with robust operating profits despite elevated AI Capex. I see a 43% upside for TCEHY, underpinned by dominant gaming, resilient marketing services, and accelerating AI-driven business services. Macro headwinds—US yields, foreign capital outflows, and a soft Chinese economy—are pressuring valuation, but core operations remain strong.

6 days ago · seekingalpha.com

Tencent Music is rated 'Buy' due to its discounted valuation and resilient membership-driven profitability, despite muted user growth. TME's investment thesis centers on recurring membership economics, prudent cost control, and the integration of Ximalaya to enhance product offerings. Forward P/E is approximately 8.8x, with a fair value estimate of $11.80/ADS, reflecting both regulatory risks and execution uncertainty.

6 days ago · fool.com

The subscription-focused pivot has significantly improved operational profitability and long-term financial health. Regulatory oversight and intense competition from short-form video platforms remain persistent threats.

11 months ago · prnewswire.com

SHENZHEN, China , Oct. 28, 2025 /PRNewswire/ -- Tencent (0700.HK) today announced the top 50 finalists, coming from 12 countries and regions around the world, for its CarbonX Program 2.0 (CarbonX 2.0), a landmark initiative to accelerate next generation climate technologies and the essential capabilities needed for a net-zero world by 2050. These innovators, selected from more than 660 applicants across 54 countries and regions, are competing for a share of RMB200 million (approximately US$28 million) in catalytic funding.

11 months ago · fool.com

It was generally a positive day for Chinese equities. Those active in both that country and the U.S. had particular reason to be cheerful.