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Tencent: High Quality At 40% Off


  • Shares of Chinese Internet giant Tencent have declined by over 25% in the past five weeks following multiple announcements from Chinese regulators.
  • More likely than not, I see Tencent adapting to these changes as before, and continuing its steady >20% return on equity and revenue growth rates to 2031.
  • I include a link to an Excel model where I price out bull case, base case, and bear case scenarios, showing how I see more upside than downside from here.
  • Looking for more investing ideas like this one? Get them exclusively at Long Run Income. Learn More »

China Daily Life Amid Global Pandemic
Kevin Frayer/Getty Images News

WeChat owner Tencent Holdings Ltd. (OTCPK:TCEHY) has seen its shares fall by more than 25% in the first five weeks of Q3 2021, following several announcements by Chinese regulators that seem likely to impact Tencent's businesses in

Tencent stock price off high
Data by YCharts

Data by YCharts

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This article was written by

Tariq Dennison profile picture
International investing in plain English

Tariq Dennison TEP runs a registered investment adviser focused on international clients and portfolio strategies. His marketplace service "The Expat Portfolio" shares his on-the-ground experience as an expat investing in diverse foreign markets. Tariq is the author of the book "Invest Outside the Box: Understanding Different Asset Classes and Strategies".  He lives in Central Europe, and teaches two classes at the Masters in Finance program at ESSEC Business School in Singapore.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of TCEHY, TCTZF, VWO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

We are also short shares of Zoom Video Communications, Inc. (ZM)

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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