Tencent
LongRun believes Tencent is well positioned to benefit from AI because its businesses provide platforms through which AI can be implemented and monetised. The manager believes…
0700.HK
3 published ideas on Tencent across 3 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Tencent: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
LongRun believes Tencent is well positioned to benefit from AI because its businesses provide platforms through which AI can be implemented and monetised. The manager believes…
Tencent operates one of China's largest internet ecosystems across social networking, gaming, advertising, payments, cloud and other digital services. Loomis Sayles sees the…
Tencent's core gaming, advertising and fintech businesses remain strong and are anchored by the WeChat ecosystem. First-quarter results showed 20 percent advertising growth and…