Morningstar's Su on Tencent Earnings

The video discusses Tencent's revenue expectations, stock potential, and its position in the market compared to competitors like NetEase. It highlights Tencent's current game pipeline and future prospects, as well as its lagging position in AI development compared to peers like Baidu and Alibaba. The video also explores Tencent's fintech opportunities, emphasizing its potential for growth through new product offerings and easing regulatory pressures.

What is the current earnings multiple for Tencent as mentioned in the text?

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What is the fair value estimate for Tencent's stock according to the analysis?

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How does Tencent's game pipeline compare to its rival NetEase according to the text?

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What challenges does Tencent face in the AI development space compared to its peers?

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What are the expected developments in Tencent's fintech offerings?

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