bullish

Tencent

Tencent (0700.HK): Revisiting Wechat Channels

701 Views19 Feb 2024 21:03
We revisit our investment thesis about Wechat Channels and see significantly higher-than-expected profitability. We expect the product to generate ~35% of total incremental profit from 2024 to 2026.
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Eric Chen
Greater China Equity Long/Short Analyst
ChinaInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
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