AI And WeChat Expansion Will Fuel Long-term Growth

Published
24 Nov 24
Updated
16 Aug 25
AnalystConsensusTarget's Fair Value
HK$679.51
12.9% undervalued intrinsic discount
16 Aug
HK$592.00
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1Y
58.9%
7D
5.5%

Author's Valuation

HK$679.5

12.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Increased 6.25%

Upward revisions to both consensus revenue growth forecasts and future P/E multiples reflect increased optimism about Tencent Holdings’ earnings potential, resulting in a higher analyst price target from HK$639.55 to HK$679.51. What's in the News Tencent is among a dozen parties shortlisted by Starbucks for a potential investment in its China business, with bidders including JD.com and major private equity firms (Bloomberg, 2025-08-01).

Shared on01 May 25
Fair value Decreased 0.059%

Shared on23 Apr 25
Fair value Increased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 0.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 2.33%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on02 Apr 25
Fair value Increased 3.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 7.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 2.50%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on11 Mar 25
Fair value Decreased 15%

AnalystConsensusTarget has decreased future PE multiple from 23.5x to 21.1x and increased shares outstanding growth rate from -0.0% to -0.0%.