Breaking Down Alibaba and Tencent Earnings

The transcript discusses Tencent's performance, focusing on its seasonal impact, games pipeline, and stock valuation based on growth and advertising potential. It highlights risks to EPS forecasts, revenue divergence with Alibaba, and Tencent's preference over Alibaba. The growth in Tencent's financial services and investment strategies is explored, along with market competition and growth in China. The transcript concludes with speculation on Alibaba's Ant Financial IPO and developments in the fintech industry.

What are the potential risks to the forward-looking EPS forecasts discussed?

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What is the speaker's perspective on the competition in the Chinese market?

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