Tencent Holdings Limited
700.HK
position
long
Josh Resnick
Thesis
Tencent is expected to trade in the teens next year with accelerating revenue growth, particularly from advertising, which has higher margins compared to mobile gaming. The monetization potential on Tencent's platform is significant, indicating strong future performance.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The expectation of accelerating revenue growth and higher margins from advertising remains a potential future outcome, but without confirmation of these events or their impact on stock price, the situation is unclear.
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