Why HSBC Has a 'Buy' Rating on Tencent

The video discusses the impact of the US-China trade dispute and the NBA controversy on Tencent's advertising growth. It highlights Tencent's strategic position in the market, its competition with ByteDance, and its investment strategy. The video also explores Tencent's fintech ventures, including WeBank, and the potential for future growth in under-monetized areas.

What are the key factors affecting the advertising growth mentioned in the text?

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How does the NBA controversy impact companies according to the discussion?

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In what ways is the competition from ByteDance affecting WeChat's user engagement?

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What are the potential revenue opportunities identified in the content ecosystem?

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How does the speaker view the current concerns about spending on content and servers?

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What is the significance of the payment business in relation to Tencent's overall strategy?

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What signs of growth are observed in the fintech business mentioned?

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