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J Y's avatar

nice breakdown of all its investments. Can you share how you found these details as the company doesn't break down their investments in details in any of their quarterly earnings or annual filings

Brian Coughlin's avatar

A lot of pain staking research and a decent knowledge of the company as a long time shareholder

J Y's avatar

Very nice I tip my hat to you. I’ve also been a long term shareholder of tencent since 2015.

Emerging Market Skeptic's avatar

This was a thorough piece and I linked to your post in my Monday emerging market links collection post: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-march-17-2025

Don't forget that Prosus (AMS: PRX / JSE: PRX / FRA: 1TY / OTCMKTS: PROSY / PROSF) / Naspers (JSE: NPN / FRA: NNWN / NNW0 / OTCMKTS: NAPRF / NPSNY) out of South Africa own a big chunk of Tencent - a bit of a complicated ownership structure & valuation as they have stakes in many other internet related businesses as well...

James | Slack Capital's avatar

Facinating company! Thanks for bringing it to my attention

Emerging Market Skeptic's avatar

Prosus (AMS: PRX / JSE: PRX / FRA: 1TY / OTCMKTS: PROSY / PROSF) / Naspers (JSE: NPN / FRA: NNWN / NNW0 / OTCMKTS: NAPRF / NPSNY) out of South Africa own a big chunk of Tencent - a bit of a complicated ownership structure & valuation as they have stakes in many other internet related businesses as well... But I think Tencent is still the crown jewel of their investments...

Mr Deep-Value's avatar

Was researching a stock today that is owned (not whole) by Tencent.

Didn’t realise they were so active on the investing side…