TCTZF News and Press, Tencent Holdings Ltd. From 08/28/23

2023-08-28 14:00:22 ET Summary Baidu stock has outperformed Alibaba stock since January 2023, underscoring investors' preference for China's AI King. BIDU's recent FQ2 earnings release corroborated the ongoing recovery in its core business, further boosted by AI integration. B...

2023-08-28 11:23:24 ET More on Chinese tech stocks Alibaba: The Market Is Underappreciating The Company's Profitability Improvements Alibaba Stock: Nothing Seems To Fundamentally Change Alibaba: Despite Positive Results, Still Undervalued Alibaba: Beijing Los...

2023-08-23 11:10:00 ET Summary Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. Our portfolio outpaced the MSCI ACWI ex USA Index in Q2 due largely ...

2023-08-21 13:01:21 ET Summary Nvidia is set to release its Q2 earnings report on August 23 after a successful Q1 report triggered a 24% rally in its stock. The company raised its Q2 revenue projection to $11 billion, citing a surge in demand for its AI chips. Stocks with a st...

2023-08-21 05:39:39 ET More on Chinese tech stocks Alibaba: Geographic Risk Is Declining Rapidly Alibaba: Q1 2024 Earnings, Significant Top And Bottom Line Expansion (Rating Upgrade) Alibaba: Meltdown Fears Have Returned - That's Why I'm Buying More Baidu: Q2...

2023-08-19 06:33:31 ET Summary Tencent is an innovative IT growth company with high earnings growth and significant free cash flow. The company has faced weakened growth and margins due to regulatory influences. Despite challenges, Tencent maintains a strong competitive positi...

2023-08-18 19:28:06 ET Summary Tencent posted a solid performance in Q2 2023; although both topline and bottomline missed consensus estimates. Looking ahead, I argue that Tencent is slowly, but surely transitioning away from being a growth story, and becoming a value story instead...

2023-08-18 11:16:39 ET Summary Tencent Holdings Limited's stock has remained stagnant over the past 5 years, but it offers Facebook-like positioning and a diverse set of businesses. The company has improved its balance sheet, generated multi-year highs in free cash flow, and accel...

2023-08-18 10:06:47 ET More on Tencent Tencent: Still At Least 20% Undervalued Tencent: Not To Be Ignored Tencent: The Re-Acceleration Begins Tencent Q2 profit and revenue grows but misses estimates Tencent expands testing of self-developed AI model H...

2023-08-17 06:00:00 ET Summary Baron Technology Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. During the second quarter, the Fund climbed 16.72%. Despi...