External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Tencent has 1.4 billion users on Weixin/WeChat, establishing it as a leading digital platform.</li><li>The company is positioned to enhance monetization through AI integration across its services.</li><li>Despite its strengths, Tencent's core business is undervalued, trading at 14 times the consensus 2026 earnings per share.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Tencent has 1.4 billion users on Weixin/WeChat, establishing it as a leading digital platform.The company is positioned to enhance monetization through AI integration across its services.Despite its strengths, Tencent's core business is undervalued, trading at 14 times the consensus 2026 earnings per share.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Tencent Holdings Ltd (TCTZF) - Friday, Jul 25, 2025

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Cross Asset Strategy

Chips /In Depth: Cambricon’s Meteoric Rise Collides With Harsh Reality CheckProperty /: R&amp;F Sells Changsha Hotel at 30% Discount as Luxury Portfolio Begins to UnravelEnergy /: BP’s Castrol Wants to Cool China’s Red-Hot Data Centers

Chips /In Depth: Cambricon’s Meteoric Rise Collides With Harsh Reality CheckProperty /: R&amp;F Sells Changsha Hotel at 30% Discount as Luxury Portfolio Begins to UnravelEnergy /: BP’s Castrol Wants to Cool China’s Red-Hot Data Centers

CX Daily: Cambricon’s Meteoric Rise Collides With Harsh Reality Check 

<ul><li>Competition / In Depth: China intensifies war on toxic competition as economy suffers</li><li>IPOs /In Depth: China reopens the door for loss-making tech startups to go public</li><li>Energy /: Massive new hydropower dam in Xizang won’t harm downstream nations, China says</li></ul>

Competition / In Depth: China intensifies war on toxic competition as economy suffersIPOs /In Depth: China reopens the door for loss-making tech startups to go publicEnergy /: Massive new hydropower dam in Xizang won’t harm downstream nations, China says

CX Daily: China Intensifies War on Toxic Competition as Economy Suffers 

<ul><li>AI / In Depth: AI foray is teaching China’s edtech firms a valuable lesson</li><li>Wells Fargo /: Wells Fargo executive barred from leaving China amid criminal probe</li><li>Tax /: Chinese investors face 20% tax bill on offshore trading profits</li></ul>

AI / In Depth: AI foray is teaching China’s edtech firms a valuable lessonWells Fargo /: Wells Fargo executive barred from leaving China amid criminal probeTax /: Chinese investors face 20% tax bill on offshore trading profits

CX Daily: AI Foray Is Teaching China’s Edtech Firms a Valuable Lesson 

<ul><li>AI / Cover Story: Alibaba fights Tencent for dominance over AI in China</li><li>Flights /Iranian carrier resumes flights to China</li><li>Batteries /Korean, Japanese battery-makers launch legal offensive against Chinese rivals’ global ambitions</li></ul>

AI / Cover Story: Alibaba fights Tencent for dominance over AI in ChinaFlights /Iranian carrier resumes flights to ChinaBatteries /Korean, Japanese battery-makers launch legal offensive against Chinese rivals’ global ambitions

CX Daily: Alibaba Fights Tencent for Dominance Over AI in China 

China

Tencent Holdings Limited operates as an investment holding company. The Company, through its subsidiaries, provides Internet and mobile value-added services (VAS), online advertising, and e-commerce transactions. Tencent Holdings offers services to users worldwide.

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Tencent (700 HK)

Tencent Holdings Ltd (TCTZF) - Friday, Jul 25, 2025

The Tencent Investment Memo highlights its 1.4 billion Weixin/WeChat users and argues the market undervalues its AI-driven monetization potential...

Value Investors Club (VIC)

CX Daily: Cambricon’s Meteoric Rise Collides With Harsh Reality Check

TOP STORIES Chips / In Depth: Cambricon’s Meteoric Rise Collides With Harsh Reality Check Chinese artificial intelligence (AI) chipmaker...

Caixin Global

CX Daily: China Intensifies War on Toxic Competition as Economy Suffers

Competition / In Depth: China intensifies war on toxic competition as economy suffers IPOs /In Depth: China reopens the door for loss-making tech...

Caixin Global

CX Daily: AI Foray Is Teaching China’s Edtech Firms a Valuable Lesson

TOP STORIES AI / In Depth: AI foray is teaching China’s edtech firms a valuable lesson In recent years, tutoring apps powered by artificial...

Caixin Global

CX Daily: Alibaba Fights Tencent for Dominance Over AI in China

AI / Cover Story: Alibaba fights Tencent for dominance over AI in China Flights /Iranian carrier resumes flights to China Batteries /Korean,...

Caixin Global

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