This Is What Most Investors Get Wrong About Tencent

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This Is What Most Investors Get Wrong About Tencent - $TCHEY Stock Analysis

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Күн бұрын

After looking at Alibaba I now look at Tencent and explain you why I would not buy the stock and why many investors missunderstand tencent.
Stocks talked about:
Tencent - $TCHEY
About my channel:
Hello everyone!
Welcome to Finance With Justus the KZfaq channel the channel where we learn about investing and always try to improve!
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I wish you all the best.

Пікірлер: 22

@phvaessen 8 ай бұрын

yu are using Sven Carlin's intrinsic value template - you should mention that in your video when you use material from someone else

@financewithjustus 8 ай бұрын

I never claimed it as my own and everytime someone asked about it I have provided a link to his channel and his website

@maxjames00077 7 ай бұрын

bro it's a spreadsheet, sven probably took it from someone else too 😂

@boomshakalaka8655 6 ай бұрын

ya this guy is pure cringe using other peoples material to do videos

@nekochii5706 8 ай бұрын

What website do you use for this video?

@financewithjustus 8 ай бұрын

I usually get my data from stockanalysis.com and the companies investor relations pages

@nekochii5706 8 ай бұрын

Thank you

@valarYolo 8 ай бұрын

still feels good about it now?

@financewithjustus 8 ай бұрын

I have not looked at the new regulation yet since I do not own the stock, but since domestic games are not as important for the business I do not think it will be that much of an impact

@boomshakalaka8655 6 ай бұрын

alibaba is a train wreck and will continue to move dowen and tencent is going to move back up. This guy has no clue not realizing alibaba is not the same company it was a few years ago. They got desperate made entire new team the best workers realized its a disaster and left to bytedance and this guy likes alibaba over tencent that is known as the best ceo and team in the world right now. They have an army of engineers that can monopolize any sector they want. Alibaba cant' do it they got passed up by temu that also tencent has a stake in with pdd.

@heneliezer1421 8 ай бұрын

I think you are wrong about the valuation of the companies they own. From my calculations its WAY more then 100m. Riot games ( 100% ) worth around 40b , Epic games ( 40% ), they should be valued at around 30-40b, tencent music (15b ), 5% of tesla is around 40b, add reddit and hundreds more invested and its a lot more, I dont know how they came up with this calculation. Perhaps epic games and riot games are outside the calculation

@financewithjustus 8 ай бұрын

Riot games is definitly not included because it is a fully owned business so its part of their revenue and profit. And with Epic they probably use minority accounting so they calculate the part of the revenue they own of it in their income statment, however I would need to look into it. Their calculations would include everything though so to believe that they undervalue their owns businesses would be a very risky thing

@boomshakalaka8655 6 ай бұрын

They own about 200b in the businesses they own and that is after the prices going down. He doesn’t know Al the big companies they own. They own half Roblox Reddit discord big stake in Tesla Spotify and pdd and the list is pretty long of too companies they have big stakes in across the world

@boomshakalaka8655 6 ай бұрын

And if you like crypto they also have ownership in bitpay

@liyexiang666 8 ай бұрын

all due respect, quite wrong. their ads and finace probably gonna track the Chinese economy which will grow 5% on average over the long run, so call it 12X multiple. gaming and business service can grow faster cuz they can still scale. Just those alone is a easy 15X, +u get a great investment team compound those earnings like 20%.

@maxjames00077 7 ай бұрын

I would say their ad business will likely grow way faster than 5%. The more competitive ecommerce gets the more online ads. So its a double growth factor.

@liyexiang666 7 ай бұрын

@@maxjames00077 u mean ad business? that one is challenged by Tiktok