In partnership with

Tencent.

I have been keeping close tabs on this Chinese behemoth for a while now.

In the past 3 years, China has been in a rough spot. Its economy is still growing steadily but many investors have grown disillusioned.

But DeepSeek in January 2025, rekindled everyone’s interest in the market. And so was I.

Tencent recently released its results for 1Q 2025 and I have been hyped!

Read on more below on what I think about the company.

Moving on, here are the news that shocked the world…

U.S.-China Tariffs $SPX ( ▲ 0.7% ) : What a relief! At least for 90 days. The U.S. and China have agreed to cut reciprocal tariffs down to 10% for 3 months to have trade talks [Read More]

Boeing X Trump $BA ( ▼ 0.2% ) : Something smells fishy. Right after Qatar gifted a luxury Boeing 747 to Trump, Qatar Airways ordered 210 planes from Boeing with Trump also at the signing ceremony. [Read More]

United Health $UNH ( ▲ 6.4% ) : Bad boy? UnitedHealth is now being investigated by the Department of Justice for Medicare fraud [Read More]

CoreWeave $CRWV ( ▲ 22.09% ) : To the moon! CoreWeave’s 1Q 2025 revenue skyrocketed by 420% to US$982 million. However, losses also widened to US$315 million. [Read More]

Lyft $LYFT ( ▲ 3.33% )  : “I am not worried”, said Lyft’s CEO amid all the tariff talks. Of course he’s not. Revenue rose by 14% to US$1.5 billion, while Uber delivered mixed results [Read More]

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Here are the news covering the Asia market…

Tencent $TENCENT ( 0.0% )  : Everyone’s gaming! Tencent’s revenue rose by 13% to RMB180 billion in 1Q 2025, driven by games like Honor of Kings, Peacekeeper Elite and DnF Mobile. [Read More]

Singapore Airlines: 2024 revenue and profits were up by 2.8% and 3.9% respectively but take note that earnings were higher due to one-off disposal of SG$1.1 billion [Read More]

Genting Singapore: Many are down on their luck, and not going to the casino. Genting Singapore’s 1Q revenue and profits are down by 20% and 44% respectively [Read More]

Food Empire: Everyone is eating and buying though. 1Q 2025 revenue grew by 16%, boosted by its Vietnam (+45%) and South Asia (+32%) segments [Read More]

ComfortDelGro: Taxis are still a thing. 1Q 2025 earnings for the taxi company rose by 19% to SG$48.3 million as contracts were renewed in the UK [Read More]

See below for our handpicked analyst reports:

It isn’t even close.

Tencent is China’s biggest company at a market capitalisation of US$606 billion. ICBC and Alibaba are only half of Tencent at around US$300 billion each.

But the company is thriving.

Despite the weak sentiments in China, Tencent’s 1Q 2025 results indicate otherwise.

• Revenue grew by 13% to RMB 180 billion

• Profits are up by 14% to RMB 48 billion

And its higher performance was driven mainly by

1. Domestic games: +24%

2. International games: +23%

3. Marketing (online advertising): +20%

Two things caught my eye about Tencent:

1. Its strategy of ‘evergreen’ for games.

2. The use of AI in its WeChat and partnership with DeepSeek

Evergreen gaming is a strategy of publishing a game originally on one platform (let’s say PC) across multiple platforms (like mobile).

Tencent basically did that with Dungeons and Fighter Mobile. And the results have been positive.

Many Chinese gamers who were big fans of Dungeons and Fighter (DnF) on the PC client, flocked to the mobile version.

What got me out of my chair is Tencent’s bid of US$1 billion to acquire about 25% of Ubisoft, which will grant them a potential right to bring the popular Assassin’s Creed franchise to mobile.

This release could be HUGE in the Chinese and international market, if done correctly. With DnF being successful, this is looking quite possible.

What about AI for Tencent?

It already has plans to integrate AI (possibly with the help of DeepSeek’s program) into WeChat.

And you know what I like about this?

WeChat has 1.4 billion monthly users in the Chinese market. Almost everyone uses WeChat.

Even with the tariffs by the U.S., I don’t think Tencent will have difficulties in securing an adequate supply of Nvidia chips to power their models.

If anything, they can instead, buy Huawei’s chips.

Things could be big for Tencent in the next 2 to 3 years.

Screeners are your best friends.

What will I every do without them?

Spend hours looking at criteria individually? No thanks, I have much better things to do.

That’s why I have been using SeekingAlpha’s screener these days. But the screener does something totally unique compared to the other screeners in the market

It lists you ‘Top Stocks’ according to criteria such as

1. Top Quant Dividend Stocks

2. High Dividend Yield Stocks

3. Trending AI Stocks

4. Top Growth Stocks

5. Top Technology Stocks

Here is a screenshot of a small selection of the MANY screeners it has:

Instead of hours, it is mere minutes now for me to identify stocks according to these criteria.

Interested in using it? Use me Link to get started!

Hope the above is fruitful for you all!

Cheers,
James Yeo