Tencent Holdings-TCEHY
about 2 years ago
InvestingWithWes
"$TCEHY: China tech giant w/ 1B+ WeChat users, gaming hits like Honor of Kings, cloud biz. Risks: regulations, US delisting; Bull case: crackdown easing, Pony Ma's capital allocation. Slightly above intrinsic value per DCF. Author owns shares."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Tencent Holdings-TCEHY
Source:
InvestingWithWes
Published:
December 4, 2023
Idea Type:
Stock Idea