Tencent Stock Rated 'Buy' at Blue Lotus Capital

The video discusses Tencent's mixed impact from the epidemic, highlighting its strong gaming sector but challenges in advertising and online payments. It analyzes Tencent's earnings and future prospects, emphasizing the importance of their gaming pipeline and the need to differentiate between short-term and long-term impacts of the coronavirus. The video also explores competition from ByteDance and market dynamics, particularly in advertising. Finally, it provides investment advice, suggesting Tencent as a good buy due to its potential benefits from the epidemic.

What percentage of Tencent's profits comes from gaming?

• 30-40%

• 10-20%

• 50-60%

• 70-80%

Which factor is expected to affect Tencent's advertising business during the epidemic?

• Increase in online shopping

• Weak macro economy

• Rise in offline events

• Growth in travel industry

What should investors focus on regarding Tencent's future gaming strategy?

• Expansion into offline gaming

• Development of new gaming consoles

• Partnerships with movie studios

• Release of new mobile games

Which company is considered a major competitor to Tencent in the advertising space?

• Facebook

• Alibaba

• Google

• ByteDance

What is the suggested target price for Tencent's stock according to the discussion?

• 300

• 350

• 390

• 450