Alibaba VS Tencent - The Battle Royale

In this battle between 2 Chinese tech giants, who will win?

In this video, I explore how both Tencent and Alibaba acquire and invest in other businesses. From this, I will determine which is more sustainable and profitable to invest in in the long term.

Enjoy the video!

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📚 Intelligent Investing in the Era of Disruption 📚

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🦏 Who is the Grey Rhino? 🦏
My name is Seow Kek Wee, and I have been investing since 2001. After graduating from NTU with a degree in Accounting, I have worked my way up to become the Head of Investment Research for an Investment Advisory company. I am passionate about educating others on Investment as I want to empower them to make informed investment decisions to enhance their own lives.

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Disclaimer:
The presentation above has not been reviewed by Monetary Authority of Singapore and it is for educational purpose. Do contact your own licensed financial advisor regarding your own investment.

Thumbnail credits:
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Alibaba and Tencent logo from worldvectorlogo

Background Music Credits:
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Creative Commons — Attribution 3.0 Unported — CC BY 3.0
Tracks: As Leaves Fall and Voyage by Ikson

Sources:
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Credits:
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Video editor – Henry Agus

[dq]

Awesome valuation! Thank you taking the time to make this video!

[grosz-kennedy]

Great content! Very informative and professional

[cj]

Hi again, thx for the video, and agree with your insights - tencent is one of a kind and a smooth genius. I may suggest that when adjusting for holding discount (circa 25%), and also assuming softness of operating margin persists (its around 20pct last two qtr), the PE may look closer to 20. Still a great biz and good stock. To be a bargain, it needs to get back to mid teens growth, and continue to do without hindrance its capital allocation (cf case of huya/douyu)

[asadshiraz]

Thanks for this enlightening video. Could you show what is Alibaba’s financials and PE so we can compare with Tencent?

[freemygrandma]

Just throw half your money in Amazon and call it a day 🔥 I don't see why people are overthinking this. It was 4K a share for Christ sakes.