Below is Dolphin Research's Trans of $TENCENT(00700.HK) FY26 Q1 earnings call. For our post-results take, see 'Tencent: No Longer Resting on Past Laurels; AI Is the Way Forward'.
I. Core highlights fro...
$TENCENT(00700.HK) Q1 results are out, and the read is mixed with plenty to unpack. There are several points that warrant a closer look.
On the market's key question of AI spend vs. returns, Dolphin Re............
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I am still bullish about banks. The 3 local banks have strong balance sheets and are reliable payers of dividends.
Tencent 1Q26 First Take: Q1 delivered a mixed print vs. expectations. There is plenty to unpack.
At this stage, the market’s top questions center on AI: the roadmap, the scale of planned investment, h...
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$TENCENT(00700.HK)
Presented below are the key metrics from Tencent’s first-quarter 2026 results. It highlighted substantial advances in AI capabilities and productivity-focused AI agents. As the sayin...
New AI collaboration features ignite MiniMax; Xiaomi 17 Max big-screen flagship debuts | Daily News Recap
0513 | Dolphin Research Focus: 🐬 Macro/Industry 1) On May 12, the Bureau of Labor Statistics reported April CPI rose 0.6% MoM and 3.8% YoY, with core CPI at 2.8% YoY, all higher vs. prior. Energy and...
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Buy storage dip on strong HBM/SSD demand. AI capex re-accelerating, not peaking. Long SG utilities & palm-oil for energy security; hedge with banks.
$TENCENT(00700.HK)
I just added 100 shares of Tencent to my portfolio today.
With its massive HKD 700+ price target and aggressive pivot into AI/HunYuan 3.0, the current P/E looks very attractive with t...
High oil prices have led to high inflationary cost pressure across all sectors, affecting businesses and industrials. Defensive strategies are also at all time high valuations, which had already bein...
This market is either really bullish or are trapping the bulls. With prices so elevated and the charts looking so parabolic, I am being extra cautious. Still being defensive.