Tencent Holdings will see revenue grow by 14%

Published
07 Jan 25
Updated
14 Aug 25
kapirey's Fair Value
HK$813.65
27.4% undervalued intrinsic discount
14 Aug
HK$590.50
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1Y
58.9%
7D
0.8%

Author's Valuation

HK$813.7

27.4% undervalued intrinsic discount

kapirey's Fair Value

Shared on14 Aug 25
Fair value Decreased 2.85%

adjust profit margin and revenue with new data

Shared on26 Jul 25
Fair value Increased 53%

Financial Highlights (Q1 2025 vs Q1 2024) Total Revenue : RMB 180.0B (+13% YoY) Gross Profit : RMB 100.5B (+20% YoY) Non-IFRS Operating Profit : RMB 69.3B (+18% YoY) Net Profit (Non-IFRS) : RMB 61.3B (+22% YoY) Operating Margin : 38.5% (up from 36.8%) Segment Performance Value-Added Services (RMB 92.1B, +17% YoY) Domestic Games : +24% YoY, driven by Honor of Kings, Peacekeeper Elite, and new titles like DnF Mobile and Delta Force. International Games : +23% YoY, led by Brawl Stars, Clash Royale, and PUBG Mobile.

Shared on08 Mar 25
Fair value Increased 5.91%

kapirey has decreased discount rate from 10.0% to 9.0%.