What podcasts say about Tencent
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Tencent
11 statements · 6 positive · 4 negative · 1 mixed
Tencent combines shareholder distributions, double-digit growth, and a 15 P/E ratio.
“A dividend, buybacks, still growing, double digits, P-ratio 15. And Tencent is actually Zach's wet dream.”
Open the episode · Unloved Chinese Stocks - Value, Buy for 2XListen at 3:48
Tencent may be worth buying during market pessimism and selling during exuberant peaks.
“At that price, now low. perhaps waiting for those peaks that arrive every few years the market gets exuberant that is the time to sell and when the market is in a bad mood that might be the time to buy”
Open the episode · Unloved Chinese Stocks - Value, Buy for 2XListen at 4:09
Tencent is the classic example of a super app.
“The classic super app is Tencent”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 28:32
Tencent revenue and major business segments grew in the reported quarter.
“its revenue rose 11%. Its domestic games business was up 17%. Its advertising was up 22%. And its fintech and business services were up 9%.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 37:41
Tencent shares rose 5.5% in the reported session.
“Tencent's up five and a half percent.”
Open the episode · Unimicron Roars, Tencent Jump, CCB DownListen at 3:36
Tencent shares are down 4% amid concerns about AI capital expenditure.
“The stock's down 4% today.”
Open the episode · Tencent Slumps, SK Hynix Climbs, Hansoh Pharma RisesListen at 0:58
Tencent shares fell 4% amid concerns about unclear AI capital-expenditure guidance.
“The stock's down 4% today”
Open the episode · Tencent Slumps, SK Hynix Climbs, Hansoh Pharma RisesListen at 1:13
Tencent shares are currently weighing on Asian markets.
“Tencent shares being the key drag of markets today”
Open the episode · Samsung Rallies, Tencent Slumps, Taiyo Yuden RisesListen at 2:51
Investors are assessing whether Tencent can balance capex spending with monetization.
“if the company can really show how they are balancing the massive capex spending versus what they can actually get out of the potential monetization”
Open the episode · Samsung Rallies, Tencent Slumps, Taiyo Yuden RisesListen at 3:22
Without Tencent’s games business, AI development will struggle.
“there is some concern that without its games business, AI development will struggle”
Open the episode · Samsung Gains, Tencent Dips, Topsports TumblesListen at 3:04
Tencent’s stock has remained strong and risen again.
“Tencent has been strong for days on end and is up again.”
Open the episode · Samsung Down, HSTECH Rises, Woodside GainsListen at 3:10
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.