Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google. Opens in new tab
bullish
Tencent
Watchlist
Tencent 4Q2023: Gaming Declines Yet Again, Margins Have Further Upside
Shifara has highlighted this Insight as a Top Pick
Equity Capital Markets
668 Views
20 Mar 2024 18:05
Tencent's 4Q revenue and OP grew YoY, but below consensus estimates. Games biz declined again after seeing growth in the last 3-quarters. New high-margin products should help boost margins further.
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 4-minute read)
Related Insights
More »
Asian Equities: Southbound Monthly - June Acceleration; Old Getting Sold, Dividends the New Darling
Tencent/Netease: One Approval for Tencent in June
Tencent (700 HK): Top Trades and Strategy Insights from Options Trading
Asian Equity: Performance of Our Quant Baskets: Indian MidCaps, Asian Dividend Yields Rule the Roost
Asian Equities: Southbound Trades Re-Affirm Our China Preferences
Trending Collections
More »
Equity Bottom-Up
Japan
Philippines
Sell / Short Ideas
Event-Driven
India
South Korea
Unpaywalled Insights
Pair Trades and Long/Short Ideas
Asia ECM
Trending Insights
More »
Kokusai Electric (6525 JP): Small Index Impact for Now, but Could Lead to Something Bigger
SK Square Placement: Clean up by Kakao
[Japan ECM] Kokusai Elec (6525) Offering - Expect It Very Well Bid, and the Back End Squeezy
Labour’s Collapsing Credibility
De-Dollarisation Debate : Unmasking USD Over-Valuation
Top Unpaywalled Insights
More »
De-Dollarisation Debate : Unmasking USD Over-Valuation
US Equities Hit All-Time Highs—but Are Markets Ignoring Growing Risks?
Why America's Manufacturing Dreams Might Be Economic Nightmares
Systematic Global Macro: Data, AI, and Models Are Reshaping Investing | New Barbarians AI Agent #05
China Housing - A Mid-Year Check
Discussions
(Paid Plans Only)
Price Chart
(Sign Up to Access)
Insight Stream
Tencent 2Q: Recent Launch of DnF Mobile Helps Domestic Gaming Return to Growth
14 Aug 2024
Tencent: Online Advertising and High-Margin Businesses Support Earnings
14 May 2024
GoTo 4Q2023: Improved Profitability and a Plan to Buyback Shares to Rescue Falling Share Price
20 Mar 2024
Tencent: Domestic Gaming Returns to Growth
18 May 2023
Autonomous Driving- The Tesla Delusion
05 Apr 2018
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.10
x