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08-11


Tencent (Reporting Wednesday, August 13, 2025)


1. Earnings & Revenue Expectations


Analysts anticipate EPS of approximately $0.98 and revenue around $24.83 billion (USD) .




2. YoY Growth (in RMB)


Brokers estimate revenue growth of 10–11.9% YoY, with a median forecast of RMB 178.9 billion .


Non-IFRS net profit is projected to rise 3.9–10.9% YoY, with a median of RMB 61.9 billion .


On a net profit basis, forecasts range between 4.5–16.8% YoY growth, with a median estimate of RMB 52.05 billion .




3. Key Areas to Watch


Momentum in gaming, especially new titles like "Valorant: Operation Source" and emerging pipelines.


Advertising revenue, particularly as AI tools optimize targeting and performance.


Cloud and fintech expansion, including growth in AI-assisted services.


Further share buyback guidance, following aggressive repurchases earlier in the year .





The report is scheduled for Wednesday evening in Hong Kong after market close .



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Alibaba (Reporting Friday, August 15, 2025)


Although precise Q2 (June quarter) estimates are less definitive, here are the relevant insights:


1. Context & Strategy


Alibaba is contending with macroeconomic headwinds and elevated US-China trade uncertainty, making domestic stimulus and AI investment increasingly crucial .


In the preceding March quarter, AI-driven cloud services demonstrated significant acceleration: Cloud Intelligence Group grew 18% YoY, with AI-related revenue delivering triple-digit growth for the seventh consecutive quarter .




2. What Analysts Watch


Resilience in e-commerce platforms such as Taobao and Tmall.


Scaling momentum in cloud and AI services—a core growth engine under its “AI-driven” strategy.


Signs that international commerce and diversification beyond domestic China are bearing fruit .




3. Valuation Signals


Long-term sentiment remains constructive, with analysts' 12-month price targets averaging between $144–$165, and many ratings maintaining ‘Buy’ or ‘Overweight’ .






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Summary Table


Company Report Date Key Indicators to Watch


Tencent Wednesday, August 13 EPS/revenue vs. expectations; gaming, AI-driven advertising, cloud/scaling, buybacks

Alibaba Friday, August 15 E-commerce resilience; strength in AI/cloud; international expansion; margin trends




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What to Expect


Tencent: Results here may hinge on whether AI continues to bolster its core verticals and if gaming and ad growth sustain momentum amid broader regulatory and competitive challenges.


Alibaba: A strong AI and cloud narrative could reignite investor enthusiasm, especially if international growth offsets domestic softness.

JD Beats, NetEase Crashes: How to Trade Post Earnings?
Tencent: Q2 revenue was 184.50 billion yuan, beating the estimate of 178.94 billion yuan; Q2 net profit was 55.63 billion yuan, above the estimate of 50.83 billion yuan. NetEase: Q2 revenue of RMB 27.9 billion, slightly below expectations, with net profit of RMB 9.5 billion. NetEase missed on gaming, as overseas ad spend performance may have been weaker than expected. JD.com Q2 2025 net revenue reached RMB 356.66 billion, up 22.4% year over year, compared to the market estimate of RMB 335.45 billion. Adjusted net profit was RMB 7.4 billion, compared to RMB 14.5 billion a year ago.
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