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Tencent Holdings Ltd (0700)
13-05-2017, 05:27 PM,
Post: #61
RE: Tencent Holdings Ltd (0700)
Most people would have no chance to invest in Alibaba Group (except TIH).

Tencent was listed way back. How can someone spot its potential back then?

Just a thot only...
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster

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13-05-2017, 05:42 PM, (This post was last modified: 13-05-2017, 05:45 PM by specuvestor.)
Post: #62
RE: Tencent Holdings Ltd (0700)
I was at the tencent IPO launch. We were very skeptical why Nasper wanted to reduce stake which the IB said was the main reason for the IPO

Point is even Nasper couldn't figure that a QQ messenger that was like a copycat of ICQ IM evolved into what it is today. You have to admire their consistent and remarkably low key execution. People heard of Jack Ma but not Pony Ma

But the main difference between Nasper and TIH is that TIH sold out. Nasper looks genius now by those who doesn't know the reason for the IPO, but that's the beauty of execution, just like for our own investment. Like I always say: Mr Market doesn't require us to make binary decisions
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

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18-05-2017, 02:27 PM,
Post: #63
RE: Tencent Holdings Ltd (0700)
Tencent Results Top Estimates After Scoring Breakout Hits

by Lulu Yilun Chen
May 17, 2017, 5:05 PM GMT+8 Updated on May 18, 2017, 9:53 AM GMT+8

Tencent Holdings Ltd.’s investments in blockbuster video and gaming content are paying off -- big-time.

China’s largest internet company posted record quarterly sales and profit that topped all analysts’ estimates as blockbuster titles including Honour of Kings drove a billion-plus users on WeChat and QQ to spend on game items. Chairman Pony Ma’s strategy of stockpiling rights to hit anime and novels and developing shows in-house is transforming the company into a hybrid Marvel Studios-Netflix style content factory.

Soaring growth at Tencent’s mobile gaming and advertisement units is buying the company time to develop new channels of revenue in finance and cloud, and bankrolling a foray into Hollywood. After backing “Kong: Skull Island,” the company is helping finance the upcoming summer tent-pole “Wonder Woman.” A market value of about $320 billion underscores how China’s online titans, including Alibaba Group Holding Ltd., are outstripping traditional state sectors and defying a slowdown in the world’s second-largest economy.

“It was a strong set of results,” said Li Yujie, an analyst at RHB Research Institute Sdn in Hong Kong. “Tencent’s mobile gaming business was the main contributor, especially Honour of Kings.”

More details in https://www.bloomberg.com/news/articles/...ive-growth
Specuvestor: Asset - Business - Structure.

http://www.valuebuddies.com
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19-05-2017, 09:40 AM,
Post: #64
RE: Tencent Holdings Ltd (0700)
WeChat is by-passing iOS and Android platform, in a way OTT companies are by-passing telco? Big Grin

It might come a day, we don't need an OS, but a chat platform for all we do with a phone.

With new mini-apps, WeChat seeks even more China clicks
19 May 2017 08:01
[HONG KONG] In a cluster of refurbished Mao-era industrial buildings in Guangzhou, developers at China's top messaging app, WeChat, are redesigning key parts of its product to spread its tentacles to just about every aspect of Chinese life.

Around 1,500 developers, mainly twentysomething males, have been tasked with increasing user engagement through new 'mini-programs' on WeChat that look and operate much like apps on Apple Inc's iOS and Google's Android operating systems - but are far less data-intensive.
...
Source: REUTERS

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19-05-2017, 01:56 PM, (This post was last modified: 19-05-2017, 02:11 PM by Wildreamz.)
Post: #65
RE: Tencent Holdings Ltd (0700)
Chat platform is shaping up to be the next big thing in Social Media, some example: Snapchat, Whatsapp, WeChat, Line, Telegram, iMessage, Messenger etc.

Probably because these chat software is almost ubiquitous on any smartphone. Developers can incorporate extra features onto chat platforms relatively easily. The best example would of course be WeChat, which is integrated with Cab-hailing, digital Payment, social networking among others. Whatsapp (Facebook) is also testing digital payments on their platform.

However, full-fledged Apps are still relevant as they offer a much more complete experience. "Mini-programs" (WeChat) serves to attract more user to download the main app, rather than to completely substitute the standalone App experience:

Martin Lau Q4 2016 Earnings Call (https://seekingalpha.com/article/4057255...art=single):
Quote:Finally, I would like to share our thoughts about Mini Program, which has attracted quite a bit of attention when it was first launched in the beginning of the year. We view Mini Programs as an enhancement of our official account system designed connect offline service providers with users online. For service providers, Mini Programs allow them to present QR codes at their offline channels, which convert into an online interaction when users scan the QR codes. For users, Mini Programs enhance convenient and fast sampling of interactive experiences such as O2O services. Users who discover a service via Mini Programs may choose to go further and experience other functions in which case they would then download the service provider’s native application. As Mini Program is complementary to both Official Accounts and existing app ecosystem acting as an intermediary serving the process of user acquisition for app downloads.

One very good example of the usage of the Mini Program is with Mobike, which is a bike sharing in China. Mobike users can access its Mini Program when they scan QR codes that fit on their bikes. Once users initiate the Mini Program, they can use basic features such as registration, deposit paying and renting bikes. For those who want to have more comprehensive services, they can download the app and experience the full suite of mobile application capabilities. As a result, after Mobike launched its mini program, its saw a sharp increase in users for both its Mini Program and its native app.

We are excited about the user experience that can be created with mini programs and the benefits it brings to service providers and users. In line with Tencent’s philosophy, we will build our Mini Programs ecosystem at measured space to ensure the quality and variety of service offerings that will match our standards.

(Vested in Facebook and Tencent)

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23-05-2017, 09:42 AM,
Post: #66
RE: Tencent Holdings Ltd (0700)
"At US$335 billion, Tencent is the city’s largest company -- and the ninth-biggest in the world. It makes up about 16% of the total market value of the Hang Seng Index"

The big-3 Singapore banks, are collectively making up around 26% of STI, with 8-9% each. Tencent is a technology stock, thus HSI is more volatile with the Tencent's weight-age.

----
Hong Kong's stock fortunes are tied to Tencent like never before
http://www.theedgemarkets.com.sg/hong-ko...cent-never

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06-07-2017, 05:23 PM, (This post was last modified: 06-07-2017, 05:23 PM by weijian.)
Post: #67
RE: Tencent Holdings Ltd (0700)
No matter how "big" you are, you still need to answer to the biggest GodFather in town.

Tencent loses US$17.5 billion in market value after People’s Daily describes its game as ‘poison’

Tencent Holdings, the operator of China’s dominant social network and publisher of the world’s most popular role-playing mobile game, plunged in Hong Kong trading, after a commentary in the People’s Daily newspaper described its Honour of Kings game as “poison” and “drug” that’s harming teenagers.

http://www.scmp.com/business/china-busin...ples-daily

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19-08-2017, 04:42 PM, (This post was last modified: 19-08-2017, 04:43 PM by weijian.)
Post: #68
RE: Tencent Holdings Ltd (0700)
A hedge fund  manager's view on TENCENT. John Huber believes TENCENT is focused on providing value for its customers (via improving the user experience), creating a "wide moat" in the process. There is also alot of monetization ("long runway for growth") that it is able to do, if comparing itself to Facebook/Google via comparable operating metrics.

One of the World’s Widest Moats

http://basehitinvesting.com/one-of-the-w...est-moats/

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