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<Research>BofAS Expects TENCENT (00700.HK) 2Q Results to Be in Line on Steadily Grow Biz & Continued Focus on AI Development
BofA Securities issued a research report believing that TENCENT (00700.HK) is outstanding among large Chinese internet companies with its solid market leadership and moderate busin...
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<Research>BofAS Expects TENCENT (00700.HK) 2Q Results to Be in Line on Steadily Grow Biz & Continued Focus on AI Development
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BofA Securities issued a research report believing that TENCENT (00700.HK)  +26.000 (+4.943%)    Short selling $2.66B; Ratio 10.454%   is outstanding among large Chinese internet companies with its solid market leadership and moderate business competition environment.
The broker expected TENCENT to steadily develop its business this year, and continue focusing on the development of AI area.

BofA Securities maintained its 2Q25 revenue/ adjusted operating profit forecasts for TENCENT of growing 11%/ 14% YoY.

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Based on PDD Holdings (PDD.US)      's lower-than-expected earnings and lowered guidance, BofA Securities correspondingly lowered its profit share forecast for TENCENT's affiliated companies, and thus reduced its 2025 adjusted net profit forecast for TENCENT by 2%, while keeping 2026 forecast largely unchanged.

The broker kept its target price for TENCENT at $631, calculated using the discounted cash flow method, and reiterated rating at Buy, primarily considering its high-quality fundamentals, long growth potential from under-monetized assets and the upside potential in the AI sector.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-23 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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