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Read more: Tencent Plans ‘Valorant’ League as Gaming Crackdown Eases Tencent’s appetite for foreign gaming assets is increasing at a time when it’s divesting other assets and spending more judiciously at home. In November, the WeChat operator pledged to dole out $20 billion of stock in meal delivery leader Meituan as a special dividend, about a year after similar divestitures of JD.com Inc. and Sea Ltd. However, rising tensions between the US and China — as evidenced by the brewing push to force a ban or the sale of ByteDance Ltd.’s TikTok in the US — could hurt Tencent’s international gaming foray. What Bloomberg Intelligence Says China‘s video-games regulator has approved a further 27 imported titles, down from the 44 it approved in December 2022. Tencent and NetEase each had one minor imported title approved in the latest round. This supports our view that China’s video-game giants will in future need to become more self-reliant in generating intellectual property as barriers to foreign gaming companies increase. The news also highlights regulators’ shift toward favoring smaller studios. — Robert Lea and Tiffany Tam, BI analysts WeChat’s fledgling short-video feed has been a rare bright spot in Tencent’s portfolio. The company is under pressure to better monetize China’s most ubiquitous app, just as users and marketers flee to rivals like ByteDance. WeChat’s video accounts tripled in views last year, as executives forecast 1 billion yuan of ad sales through the feature in the fourth quarter. Like its rivals, Tencent implemented unprecedented cost curbs to make it through 2022’s Chinese economic malaise. Tencent’s cloud computing business is reinventing itself to get rid of loss-making contracts and focus on improving margins, and sluggish businesses like some e-commerce and live-streaming have been shut down altogether. In December, billionaire founder Pony Ma delivered a rare rant about complacent employees in a town hall meeting, stressing aggressive cost controls “should become a habit” going forward. At a time when companies like Microsoft Corp. and Google are rushing to show off their latest artificial intelligence creations, Tencent has said its plans for ChatGPT-style tools are underway. OpenAI’s ChatGPT, now a global phenomenon, has triggered a race among Chinese tech firms to catch up, and Baidu Inc. has already scored positive reviews among selected users.
Je kunt ook zeggen er lijkt een opgaande curve te worden ingezet.
Hansbeleg schreef op 22 maart 2023 11:22 :
Je kunt ook zeggen er lijkt een opgaande curve te worden ingezet.
Dat zie je aan de Q4 cijfers. Dat is een turnaround en dat in een maand met een covid golf.
Ik zit er weer in met een GAK van 66,15 €
Hopper58 schreef op 22 maart 2023 11:33 :
Ik zit er weer in met een GAK van 66,15 €
ik ook 66 rond
Op MarketWatch: 'Tencent's Quarterly Earnings Beat Expectations -- Earnings Review Published: March 22, 2023 at 5:45 a.m. ET By Yifan Wang Tencent Holdings Ltd. reported its fourth-quarter results on Wednesday. Here is what we watched for: NET PROFIT: The Chinese videogame developer posted net profit of 106.27 billion yuan ($15.44 billion) for the quarter ended December, up 12% from a year earlier. The result beat an expectation of CNY28.99 billion, according to a poll of analysts by FactSet. REVENUE FORECAST: Revenue edged higher to CNY144.95 billion from CNY144.19 billion. That also beat an estimate of CNY143.85 billion, according to the FactSet poll. Tencent's advertising business revenue rose 15% during the period, outperforming the company's other segments to post the strongest top-line growth. That marked a recovery from earlier in 2022, when advertisers cut budgets amid China's macroeconomic weakness. --SHAREHOLDER RETURN: Tencent declared a final dividend of 2.40 Hong Kong dollars a share for 2022, higher than HK$1.60 a share in 2021. The dividend raise came as the company recorded a CNY106.6 billion gain from the disposal of its Meituan stake.'www.marketwatch.com/story/tencent-s-q...
Die dividendverhoging zal wat geven op de Han Seng vannacht. En bovendien extra inkomsten voor Prosus!
FarEnd schreef op 22 maart 2023 11:08 :
Artikel in De Tijd
Ook de cijfers van het vierde kwartaal wijzen op een pril herstel na de covidwinter. De omzet kon in de laatste drie maanden 0,5 procent klimmen, de nettowinst zelfs met 12 procent (en met 19 procent zonder eenmalige effecten).
Totaal naast de kwestie: Pril herstel? + 19 % operationele winst en dat tijdens de covidwinter (en niet na de covidwinter) Direct ontslaan die man.
Klopt mijn berekening, dat Tencent een fors dividend is gaan geven? Ongeveer iets minder dan 1% per aandeel 2.40 Hong Kong dollars a share for 2022, Ongeveer 5% per aandeel Meituan aandelen?
Abracadabra schreef op 22 maart 2023 12:52 :
Klopt mijn berekening, dat Tencent een fors dividend is gaan geven?
Ongeveer iets minder dan 1% per aandeel 2.40 Hong Kong dollars a share for 2022,
Ongeveer 5% per aandeel Meituan aandelen?
www.etnet.com.hk/www/eng/stocks/realt...
cc Heel veel nadruk op AI waar Tencent veel mogelijkheden ziet. Wat ik zie in de USA is dat dit ,of het nu reëel is of niet ,de Koers enorm stuwt tot zelfs idiote niveau's (zie NVIDIA).
cc De vaste kosten om AI in te voeren zijn relatief laag en haast gelijk voor grote firma's (zoals Tencent) als voor kleinere bedrijven. Enkele 100 e miljoenen ($ ?). Dus OPEX gaat niet enorm stijgen.
cc Fintech: a lot of scrutiny in the past. Is normalising. And economy will grow also. More services. Share value creation.
Op MarketWatch: 'Nvidia Reaches Workaround For Export Of Flagship Product To China, Wins Alibaba And Peer Cloud Units As Clients NVIDIA Corp said it had altered its flagship product into a legal version to export to China. On Tuesday, Nvidia said it has similarly developed a China-export version of its H100 chip, Reuters reports. The H800 mainly reduced the chip-to-chip data transfer rate to about half the speed of the flagship H100. The cloud computing units of Chinese technology firms like Alibaba Group Holding Ltd, Baidu Inc , and Tencent Holdings Ltd used the new chip, called the H800, a company spokesperson said.'www.benzinga.com/government/23/03/314...
kassa! schreef op 22 maart 2023 13:20 :
[...]
www.etnet.com.hk/www/eng/stocks/realt... Tnx...
cc Ik hoorde enkel positieve dingen en verwacht hogere doelen. END
'Tencent returns to growth as China emerges from Covid lockdowns Chinese tech group Tencent reversed two successive quarters of revenue declines and said it was “well positioned” to benefit from the ending of the country’s zero-Covid policy. The tech group posted quarterly revenue of Rmb145bn ($21bn) in the three months to December, a 0.5 per cent increase from the same period a year earlier and in line with analysts’ forecasts. Tencent’s net profit rose 19 per cent to Rmb29.7bn, slightly above analysts’ estimates. Chief executive Pony Ma struck an optimistic tone on Wednesday, saying the company was positioned to “benefit from” a “rebound in China[’s] economic growth which our users’ activity suggests is now under way”. The company’s sales were subdued to the end of 2022 as China emerged from zero-Covid restrictions, but its fintech arm has since experienced “double-digit growth” in the first quarter of this year as consumers headed back to the shops as China reopened. Ma’s upbeat tone comes after Beijing communicated to investors that it was easing its regulatory crackdown on its internet giants in a bid to promote growth. Tencent, China’s most valuable company by market capitalisation, has been downsizing its internet empire after regulators pressured it to reduce its footprint in a broader anti-monopoly crackdown. During its past financial results in November, Tencent announced it would divest most of its $22bn stake in delivery service Meituan to produce a dividend for shareholders. At the end of 2022, the value of Tencent’s shareholdings in its portfolio-listed companies was $84bn. “In 2022, we did a good job reducing costs and increasing efficiencies. In 2023, we will continue in this direction. It is necessary to reduce fat and increase muscle,” Ma said. Tencent has been ramping up investment in Channels, the short video function embedded in its ubiquitous super app WeChat, after falling behind the surging popularity of ByteDance’s Douyin platform, the sister app of TikTok. That investment has seen time spent on WeChat video accounts triple in 2022 compared with the previous year, the company said on Wednesday. While Tencent’s domestic gaming revenue fell 6 per cent to Rmb27.9bn, its acquisitions of overseas gaming studios helped revenue from international gaming grow 5 per cent to Rmb13.9bn, driven by the success of the popular Valorant and League of Legends franchises. “Games growth was solid, and better than expected fourth-quarter billings growth should bode well for revenues at the start of 2023,” said Robin Zhu, China internet analyst at Bernstein. He added that there was a “positive trajectory” in Tencent’s overseas gaming despite foreign currency headwinds in the fourth quarter, which pushed down revenue from the sector. It also announced that its president and top dealmaker Martin Lau would rotate off the board at its annual meeting this year, but he would remain as president and chair of the investment committee. In recent weeks, Chinese technology groups such as Baidu have been rushing to announce investments in generative artificial intelligence, following the success of OpenAI’s ChatGPT. Lau said Tencent would “invest resources into building foundational AI models” but that the company would not “rush out” a launch of a similar chatbot. “It is not a business threat that we need to tackle immediately,” he added. 'www.ft.com/content/aa5fcb92-e6ba-4ff0...
De markt lijkt de cijfers alvast positief te onthalen. Bij schrijven Tencent +7%
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