2 STOCKS I'M BUYING ASAP | Alibaba and Tencent Stock Review and Analysis | Alibaba vs Tencent Stock

Alibaba and Tencent Stock Review and Analysis | Alibaba vs Tencent Stock

0:00 Introduction
1:41 Alibaba Stock Review and Analysis
10:24 Tencent Stock Review and Analysis

Today we will be comparing two Chinese stocks. Tencent and Alibaba. Both are companies I'm buying right now. We will look at both stock analysis and review of both companies and the best buy will be discussed.

This show is for entertainment purposes only and not to be considered financial advice. Some of the links above are affiliate links, these will not result in any extra cost to you and help to support the channel.

[ThijsNijenhuis]

I hope you all enjoyed this video. Which stock are you buying? Alibaba or Tencent?

[yankeedoodle]

Amazing analysis- spot on. Subscribed 👍

[Niklez]

I would say Tencent stock.
according to Analyst Tencent and BABA stock are taking huge dip down. (very strong sell cause unstable situation in China at the moment cause power crisis, Covid, huge debt in construction sector. Its great to buy when stock is going down but Im not complete sure if it will ever reach similar imagine as it was. thats why im looking into other region of the world. :S
Im going to invest more into Indian, Brazilian,Mexican Companies . they have great growth, cheap labour, plenty of workforce and high unemployment (compare to Western world)
Its tough month for normal traders i think 90% are having negtive month . unless those into ETF, bonds
however interesting to see your opinion on opportunity on Chinese stocks

[yankeedoodle]

What are your thoughts on buying Prosus VS Tencent ? Wouldn’t you get a good discount by buying Prosus ?

[ajit]

The big point you missed was gaming is something CCP wants to curtail due to social issues, if you follow their agenda, that makes Tencent risky as opposed to an ecommerce business.

[lomme]

What broker did/do you use to buy the Hong Kong stocks?
Any other tips regarding platforms or software to use?

[iwanmuzaki]

congrats! you just became a bagholder for years. JK. im down 30% on baba. but long term.

[imranarshad]

Tencent seems expensive based on PE, but they have a massive investment portfolio of around $300 billion. They were very early investors in companies like Nio, Tesla, Sea Ltd etc.

[clarenceboddicker]

Congrats to everybody that bought Baba, tencent and Bidu today 😀

[jacksonlim]

Thanks and great content. Personally, I think the Alibaba stock is very undervalued and weaker earnings are due to investments for the future - based on what I’m seeing, the company is increasing investments either outside China (Lazada, Trendyol etc) or within China but in areas less targeted by the govt (e.g. their own chips for the cloud business). These are discretionary spending that the company can stop if it wants to and FCF will likely increase materially. And quite frankly, if the govt is looking out for monopolistic behavior, investing more to show a lower level of earnings isn’t the worst thing to do, if you catch my drift.

I’m looking at Tencent and have a position as well, really like the company but would like the valuation to be a bit lower before adding more. Agree this business is a bit better than BABA but I’m a cheapskate so will wait on this and continue adding to BABA meanwhile!

All the best in your investing journey!

[iwanmuzaki]

you ought to know that for chinese stocks, business fundamentals are not supposed to be priced into the stock right? Years of data have shown this.