CLSA Elinor Leung on Tencent Earnings

CLSA Elinor Leung on Tencent Earnings

Assessment

Interactive Video

Business

University

Hard

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The video discusses the current state of the tech sector, highlighting its historical lows in valuation and potential for growth. It focuses on Tencent's long-term growth drivers, including domestic and international gaming markets, and technological advancements. The impact of regulatory changes and economic factors, such as lockdowns in China, is also examined. The video concludes with an analysis of future growth prospects, cost management strategies, and the macro investing environment, emphasizing the potential support for stocks through share buyback plans.

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3 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What impact do you think the lockdown situation in China has on advertising?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the expectations for the growth of the internet companies in 2023?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

How do you think the rising rate environment affects Chinese tech firms?

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