Tencent Holdings ADR (NASDAQOTH:TCEHY)

CAPS Rating: 5 out of 5

TCEHY News and Commentary

Caps

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All Players

358 Outperform
4 Underperform
 

All-Star Players

100 Outperform
1 Underperform
 

Wall Street

0 Outperform
0 Underperform
 

Top TCEHY Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

TMFPencils (99.89)
Submitted April 25, 2018

Valuation is still lofty but has come back to earth in the past few months. Trading for more than 13x sales but growing revenue at an insane 50%+ pace. FCF is dominant and rising. The company has its hands in so many corners of the tech world -- both… More

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TCEHY VS S&P 500 (SPY)

TCEHY Summary

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Recent Community Commentary

Read the most recent pitches from players about TCEHY.

Recs

1
Member Avatar TMFPencils (99.89) Submitted: 4/25/2018 10:47:37 AM : Outperform Start Price: $48.94 TCEHY Score: -0.43

Valuation is still lofty but has come back to earth in the past few months. Trading for more than 13x sales but growing revenue at an insane 50%+ pace. FCF is dominant and rising. The company has its hands in so many corners of the tech world -- both internally and through its investments. Hard to see the company becoming less relevant/profitable over the next 5 years. Outperform.

Recs

0
Member Avatar TSprings11 (66.71) Submitted: 4/20/2018 9:42:31 PM : Outperform Start Price: $51.59 TCEHY Score: -2.46

Tencent is a superpower of a company. Many Chinese companies such as Baidu and Alibaba are often compared to US companies i.e Google and Amazon respectively; but it is hard to find a good US comparison to Tencent. Tencent owns some of the most valuable tech properties in China such as QQ and WeChat. WeChat is perhaps the most valuable App in the world, it has 900 million monthly active users (MAU) and offers of different types of entertainment in app, such as streaming, gaming, and even transaction services. QQ is in the picture with 850 MAU often compared to the Facebook of China. Tencent is also the largest video game producer in the world, almost by a factor of two. They are involved in the growing field of internet marketing, and use their massive amounts of cash to make strategic investments in known companies such a Snapchat, Tesla, and Activation Blizzard. Tencent is currently the 7th largest company in the world, has excellent financials and intellectual property, faces less questions to legitimacy then other Chinese companies such as Alibaba, and given China’s comfortableness with monopoly like business there is nothing to stop Tencent from getting bigger. I also think investing in China could be a good bet given market highs.

This is my #1 favorite stock right now.

Recs

0
Member Avatar gweech (79.11) Submitted: 4/18/2018 10:23:29 AM : Outperform Start Price: $51.20 TCEHY Score: -1.89

Going long on TCEHY. Recent trade war fears dip presents a buying opportunity. The balance sheet shows strong YoY topline growth, manageable debt to equity ratios. The company has proven to make smart US investments like Epic Games and has allowed those US assets to flourish. There is a risk that it is both an ADR and incorporated on the mainland as opposed to Hong Kong, however it is also a $450B company at this point and I am sure all parties in China are receiving their piece of that.

Leaderboard

Find the members with the highest scoring picks in TCEHY.

Score Leader

Doggity

Doggity (72.15) Score: +1,182.67

Nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing nothing

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Doggity 72.15 10/14/2009 Outperform 5Y $3.46 +1,327.62% +144.95% +1,182.67 0 Comment
zhi8 < 20 2/8/2010 Outperform 1Y $3.52 +1,305.22% +149.49% +1,155.73 1 Comment
jmbring 66.94 1/26/2010 Outperform 3Y $3.67 +1,247.98% +141.21% +1,106.77 1 Comment
hhasia 65.05 9/1/2010 5/18/2016 Outperform 5Y $3.66 +1,252.33% +145.81% +1,106.53 0 Comment
johnnykillz 26.99 11/18/2011 Outperform 5Y $3.78 +1,207.28% +117.93% +1,089.35 1 Comment
maollila < 20 10/3/2011 Outperform 3Y $3.77 +1,210.02% +137.37% +1,072.64 0 Comment
tim20440 < 20 10/22/2009 Outperform 5Y $3.78 +1,206.62% +143.23% +1,063.40 1 Comment
danustop 82.45 11/10/2010 Outperform 1Y $4.54 +987.84% +119.04% +868.80 0 Comment
Bloodgarth < 20 2/11/2011 Outperform 5Y $5.02 +883.94% +100.10% +783.84 0 Comment
lagym01 < 20 1/14/2011 Outperform 5Y $5.11 +866.89% +107.75% +759.14 0 Comment

Wall Street

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