Dashboard
Watchlists
Collections
Events
Tools
SIGN UP
SIGN IN
bullish
Tencent
Watchlist
Tencent (700.HK): Valuing Wechat Channels
We value Wechat Channels at $29 billion, roughly 6% of Tencent's market cap. The social graph underpinning the product is a double-edge sword - saving traffic costs while limiting its potential.
Equity Bottom-Up
342 Views
24 Jan 2023 11:36
SUMMARY
(Sign Up to Access)
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
Unlimited Research Summaries
Personalised Alerts
Custom Watchlists
Company Analytics & News
Events & Webinars
Trusted by:
SMARTKARMA PREVIEW PASS
Sign Up with LinkedIn
or
First Name
Last name
Email
Sign Up with Email
By signing up, you agree to our
Terms of Use
and
Privacy Policy
.
Trusted by:
Already have an account?
Sign In Now
Full Insight
(Paid Plans Only)
Discussions
(Paid Plans Only)
Rising
Eric Chen
Greater China Equity Long/Short Analyst
China
Information Technology & Consumer Discretionary
Equity Bottom-Up
Thematic (Sector/Industry)
View Full Profile
Price Chart
(Sign Up to Access)
Insight Stream
Tencent (700.HK): Valuing Wechat Channels
24 Jan 2023
Tencent: Gaming on the Road to Recovery
19 Jan 2023
Tencent/Netease: January Game Approval Shows Tencent Playing Catching Up
18 Jan 2023
Tencent Reach for Sell Zone
17 Jan 2023
Top
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.17.1
x