ENTITY
Tencent

Tencent (700 HK)

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Analysis
Information Technology • 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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bullish•Tencent Music
•12 Oct 2018 08:18

Tencent Music Pre-IPO - Valuations Estimates - Leaving on a Jet Plane - $30bn Was Quite Stretched

Before I could publish this insight, on my way to work I just read in the FT that the IPO has been called off for now. One can't be sure when it...

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bearish•Tencent Music
•10 Oct 2018 07:45•Syndicated

Tencent Music Entertainment Group– Competitors Aplenty Imply No Differentiation Except Moniker

Tencent Music Entertainment's (TME US) much-awaited IPO is currently being priced in the U.S. The more we look into TME, the more bearish we become...

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bullish•Tencent Music
•09 Oct 2018 11:03

Tencent Music Pre-IPO - Industry - Don't Cry - In 2010 a Little Red Dot Almost Overtook the Dragon

In my previous insight, Tencent Music Pre-IPO Review - The Final Countdown - Growth Doesn’t Seem to Be Slowing Down and Tencent Music Pre-IPO -...

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•09 Oct 2018 07:35

Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade

We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify.  These risks...

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bearish•Tencent Music
•08 Oct 2018 11:47•Syndicated

Tencent Music: Part 3 – Reverse Merger with China Music Corporation; Idiosyncratic Data Disclosures

Tencent Music Entertainment (TME US) was created via a reverse merger whereby Tencent Holdings (700 HK) combined its music apps with those of China...

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