Media Community
Our community narratives are driven by numbers and valuation.
Media Investing Ideas
Tencent Holdings
15.0% overvalued intrinsic discount
Tencent Holdings will see revenue grow by 14%
View narrativeKA
Updated 29 May
Tencent Holdings
45.5% undervalued intrinsic discount
The market says Tencent's next decade is worth nothing. Last quarter it grew 11%.
View narrativeTR
Published 18 Aug
IGG
29.0% undervalued intrinsic discount
R&D stabilisation, AI-driven savings, and sustained performance of hits could push IGG (HKG:0799) beyond its HKD 4.3 fair value
View narrativeRU
Published 14 Sep 2025
Be Friends Holding
42.7% undervalued intrinsic discount
Be Friends Holding is destined for a 49.28% revenue growth
View narrativeAN
Published 22 Aug 2025
Tencent Holdings
16.3% undervalued intrinsic discount
Tencent's robust growth prospects will have a 22x impact on their future PE ratio
View narrativePA
Published 19 Feb 2025
Tencent Holdings
36.0% undervalued intrinsic discount
Analysts Lift Tencent Price Target on Growth Prospects Amid Regulatory and Competitive Headwinds
View narrativeAN
Updated 21 Aug
Tencent Holdings
11.0% undervalued intrinsic discount
Updated
AI CapEx And Gaming Reliance Will Tighten Margins Yet Leave Long-Term Upside
View narrativeAN
Updated 5 Sep
NetEase
8.0% undervalued intrinsic discount
Updated
China's Regulatory Hurdles And Declining Gamers Will Impair Future Prospects
View narrativeAN
Updated 9 Sep
Kuaishou Technology
14.6% overvalued intrinsic discount
Updated
Regulatory Hurdles And Chinese App Bans Will Restrict Global Reach
View narrativeAN
Updated 3 Sep
