US · 4 entries · 3 publications
Tencent
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · Business Model Mastery · The Antifragile Investor
Prosus owns exceptional assets at a persistent holding-company discount. The question is whether operating improvements and aggressive repurchases can finally make that complexity work for shareholder
Since publication 0700.HK −9.3% α −4.5 pp vs Hang Seng · HKD
Blogs · r/ValueInvesting · /u/chipress_co
Tencent Music (TME) is down ~65% from its 52-week high of $24.25, currently sitting at $8.37 — basically at its 52-week low of $7.70. Meanwhile FY2025: revenue +15.8% to RMB32.9B, net profit attributable +66% to…
Since publication 0700.HK −10.8% α −4.8 pp vs Hang Seng · HKD
Substack · Invertir Con Sentido Común
Buenos resultados, grandes inversiones y una valoración difícil de ignorar
Since publication −13.7% α −4.2 pp vs Hang Seng · HKD
Substack · Invertir Con Sentido Común
¿Oportunidad en medio del pesimismo chino?
Since publication −13.7% α −7.2 pp vs Hang Seng · HKD
There are 4 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.