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- RonaldsusiloRonaldsusilo
  ·2024-10-08
  Buy the dip. China is yet to unveil other fiscalnpolicy measures and this will provide tailwind to the market. As of now, the valuation is still at mean level, it means that there is a room to grow further with more stimulus ahead.
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- RonaldsusiloRonaldsusilo
  ·2023-01-14
  Share your opinion about this news…
  Meta's Big Advance May Be Over
  SummaryMeta is due to report results on Feb. 1.Analysts are looking for the company to report anothe
  Meta's Big Advance May Be Over
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- RonaldsusiloRonaldsusilo
  ·2022-08-23
  O
  3 Red Flags for Tencent's Future
  The Chinese tech giant's high-growth days are over.
  3 Red Flags for Tencent's Future
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the dip. China is yet to unveil other fiscalnpolicy measures and this will provide tailwind to the market. As of now, the valuation is still at mean level, it means that there is a room to grow further with more stimulus ahead.","listText":"Buy the dip. China is yet to unveil other fiscalnpolicy measures and this will provide tailwind to the market. As of now, the valuation is still at mean level, it means that there is a room to grow further with more stimulus ahead.","text":"Buy the dip. China is yet to unveil other fiscalnpolicy measures and this will provide tailwind to the market. 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Still, that rally may end as a trader bets on the stock declining and analysts cut the companies&#39; earnings estimates for the fourth quarter and next year.</p><p>The company is expected to report fourth quarter results on Feb. 1, which isn&#39;t likely to be a stellar report. Analysts estimate that fourth quarter revenue fell by 6.2% year-over-year to $31.57 billion, while earnings plunged 20.3% to $2.92 per share. Analysts have been slashing their earnings estimates for the fourth quarter over the last several months and are at their lows.</p><p><img src=\"https://static.tigerbbs.com/fef5a02494700db519710a4db5228d09\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg</p><p>The stock looks cheap, trading at just 12.4 times 2023 earnings estimates, historically very cheap for Meta. Historically, the stock has averaged a PE ratio of about 22.8, so by those standards, the stock is cheap. However, this company is forecast to see earnings fall for the second consecutive year. Analysts currently estimate that earnings will fall 3% in 2023 to $10.40 per share, while revenue is estimated to rise by 4.9% to $121.64 billion. Gross margins are expected to shrink by 2.9% to 77.8% while operating profits drop by almost 9.6% to $28.3 billion.</p><p>As long as the company&#39;s growth outlook remains under pressure, the PE ratio is likely to stay depressed, giving the impression the shares are cheap, but in reality, they aren&#39;t as cheap as they appear.</p><p><img src=\"https://static.tigerbbs.com/9a3c8d108236dc64c89b50defaa58760\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg</p><p>Betting Shares Fall</p><p>The weak sales and earnings outlook is causing someone to make a big wager that Meta&#39;s rally is over, and the shares are likely to move lower following quarterly results. The open interest for February 24 $127 puts and the $134 calls rose by around 13,000 contracts each on January 10.</p><p>The data shows the $127 puts were bought on the ASK for $8.48 per contract, while the $134 calls were sold on the BID for $9.80 per contract. The trader is betting that Meta&#39;s shares do not rise above $134 and fall below $127 by the middle of February.</p><p>Gap Filled</p><p>From a technical standpoint, the rally could be over, and shares may be due to fall. The stock has now filled the gap of $130 that was created following the company&#39;s third-quarter results. Additionally, the shares are trading just a little bit below a strong level of resistance around $137.50. The shares are also over-bought, with the relative strength index rising above 70.</p><p>Should the share rise above resistance at $137.50, it could result in a further rally to around $160.</p><p><img src=\"https://static.tigerbbs.com/915c46c2766734af7bce4b5e64f334a6\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TradingView</p><p>If Meta can shock investors and deliver better-than-expected fourth quarter results and better-than-expected full-year guidance, then the stock can break out and continue to rise. But based on what analysts and an options trader think, a move higher doesn&#39;t seem likely.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta's Big Advance May Be Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta's Big Advance May Be Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-14 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4569834-metas-big-advance-may-be-over><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta is due to report results on Feb. 1.Analysts are looking for the company to report another set of weak fourth quarter results.The stock is now overbought on a technical basis.Meta (NASDAQ: ...</p>\n\n<a href=\"https://seekingalpha.com/article/4569834-metas-big-advance-may-be-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4569834-metas-big-advance-may-be-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174970929","content_text":"SummaryMeta is due to report results on Feb. 1.Analysts are looking for the company to report another set of weak fourth quarter results.The stock is now overbought on a technical basis.Meta (NASDAQ: META), formerly known as Facebook, has rallied by more than 50% since mid-November. Still, that rally may end as a trader bets on the stock declining and analysts cut the companies' earnings estimates for the fourth quarter and next year.The company is expected to report fourth quarter results on Feb. 1, which isn't likely to be a stellar report. Analysts estimate that fourth quarter revenue fell by 6.2% year-over-year to $31.57 billion, while earnings plunged 20.3% to $2.92 per share. Analysts have been slashing their earnings estimates for the fourth quarter over the last several months and are at their lows.BloombergThe stock looks cheap, trading at just 12.4 times 2023 earnings estimates, historically very cheap for Meta. Historically, the stock has averaged a PE ratio of about 22.8, so by those standards, the stock is cheap. However, this company is forecast to see earnings fall for the second consecutive year. Analysts currently estimate that earnings will fall 3% in 2023 to $10.40 per share, while revenue is estimated to rise by 4.9% to $121.64 billion. Gross margins are expected to shrink by 2.9% to 77.8% while operating profits drop by almost 9.6% to $28.3 billion.As long as the company's growth outlook remains under pressure, the PE ratio is likely to stay depressed, giving the impression the shares are cheap, but in reality, they aren't as cheap as they appear.BloombergBetting Shares FallThe weak sales and earnings outlook is causing someone to make a big wager that Meta's rally is over, and the shares are likely to move lower following quarterly results. The open interest for February 24 $127 puts and the $134 calls rose by around 13,000 contracts each on January 10.The data shows the $127 puts were bought on the ASK for $8.48 per contract, while the $134 calls were sold on the BID for $9.80 per contract. The trader is betting that Meta's shares do not rise above $134 and fall below $127 by the middle of February.Gap FilledFrom a technical standpoint, the rally could be over, and shares may be due to fall. The stock has now filled the gap of $130 that was created following the company's third-quarter results. Additionally, the shares are trading just a little bit below a strong level of resistance around $137.50. The shares are also over-bought, with the relative strength index rising above 70.Should the share rise above resistance at $137.50, it could result in a further rally to around $160.TradingViewIf Meta can shock investors and deliver better-than-expected fourth quarter results and better-than-expected full-year guidance, then the stock can break out and continue to rise. But based on what analysts and an options trader think, a move higher doesn't seem likely.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992066948,"gmtCreate":1661227672686,"gmtModify":1676536479323,"author":{"id":"3568512597423366","authorId":"3568512597423366","name":"Ronaldsusilo","avatar":"https://community-static.tradeup.com/news/3312b21e85ef3550ed25af1f353887db","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568512597423366","authorIdStr":"3568512597423366"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992066948","repostId":"2261528542","repostType":4,"repost":{"id":"2261528542","kind":"highlight","pubTimestamp":1661222042,"share":"https://ttm.financial/m/news/2261528542?lang=&edition=fundamental","pubTime":"2022-08-23 10:34","market":"hk","language":"en","title":"3 Red Flags for Tencent's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2261528542","media":"Motley Fool","summary":"The Chinese tech giant's high-growth days are over.","content":"<html><head></head><body><p><b>Tencent</b> posted its second-quarter earnings report on Aug. 17. The Chinese tech giant&#39;s revenue dipped 3% year over year to 134 billion yuan ($20 billion), which missed analysts&#39; expectations by 570 million yuan and was its first revenue decline since its IPO in 2004.</p><p>Its net profit fell 56% to 18.6 billion yuan ($2.8 billion), which missed analysts&#39; estimates by 6.7 billion yuan. On an adjusted basis, which excludes its investments and other one-time items, its net profit declined 17% to 28.1 billion yuan ($4.2 billion). Those headline numbers were weak, but a closer look reveals three other bright red flags for its future.</p><h2>1. Its gaming business is struggling</h2><p>Tencent is the largest video game publisher in the world, and that segment generated 32% of its total revenue (24% from domestic games and 8% from international games) during the second quarter.</p><p>Tencent started disclosing the growth of both markets separately in the third quarter of 2021. At first, its overseas growth offset the sluggish growth of its domestic business. But over the past year, its international gaming business also stalled out as the global gaming market grappled with difficult comparisons to its stay-at-home growth spurt during the depths of the pandemic.</p><table border=\"1\" width=\"601\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"208\"><p>Metric</p></th><th width=\"80\"><p>Q3 2021</p></th><th width=\"81\"><p>Q4 2021</p></th><th width=\"75\"><p>Q1 2022</p></th><th width=\"85\"><p>Q2 2022</p></th></tr><tr valign=\"TOP\"><td width=\"208\"><p>Domestic gaming revenue growth (YOY)</p></td><td width=\"80\"><p>5%</p></td><td width=\"81\"><p>1%</p></td><td width=\"75\"><p>(1%)</p></td><td width=\"85\"><p>(1%)</p></td></tr><tr valign=\"TOP\"><td width=\"208\"><p>International gaming revenue growth (YOY)</p></td><td width=\"80\"><p>28%</p></td><td width=\"81\"><p>34%</p></td><td width=\"75\"><p>4%</p></td><td width=\"85\"><p>(1%)</p></td></tr></tbody></table><p>Data source: Tencent. YOY = year over year.</p><p>Tencent&#39;s <i>Honor of Kings</i> is still the highest-grossing mobile game in China. But its popularity has also likely made Tencent a top target for government regulators, which throttled new gaming approvals and implemented tighter playtime restrictions for minors to address gaming addiction.</p><p>The Chinese government temporarily suspended new video game approvals last July as part of that initiative, then finally restarted the process this April. However, none of Tencent&#39;s latest games have been approved yet, which suggests it&#39;s being intentionally excluded to give smaller developers a chance to launch more games. Time is running out on that front: Tencent&#39;s revenue from <i>Honor of Kings</i> declined in the first quarter, and it desperately needs a new domestic hit to fill that growing void.</p><p>Tencent&#39;s international gaming business also faces regulatory challenges. Its battle royale game <i>PUBG Mobile</i> was banned in India due to national security concerns, and U.S. regulators have been taking a much closer look at Tencent&#39;s stakes in Riot Games, Epic Games, and other top publishers.</p><h2>2. Its advertising segment is fizzling out</h2><p>Tencent generated 14% of its revenue from its online advertising business -- which sells ads across WeChat, Tencent News, Tencent Video, and its other platforms -- during the second quarter. This segment was also once a core growth engine, but it ran out of steam over the past three quarters.</p><table border=\"1\" width=\"601\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"208\"><p>Metric</p></th><th width=\"80\"><p>Q3 2021</p></th><th width=\"81\"><p>Q4 2021</p></th><th width=\"75\"><p>Q1 2022</p></th><th width=\"85\"><p>Q2 2022</p></th></tr><tr valign=\"TOP\"><td width=\"208\"><p>Online advertising revenue growth (YOY)</p></td><td width=\"80\"><p>5%</p></td><td width=\"81\"><p>(13%)</p></td><td width=\"75\"><p>(18%)</p></td><td width=\"85\"><p>(18%)</p></td></tr></tbody></table><p>Data source: Tencent.</p><p>Tencent attributes that slowdown to sluggish ad spending across the internet services, online education, and finance sectors. Some of that deceleration was caused by macro headwinds.</p><h2>3. Its fintech and cloud growth is stalling out</h2><p>Tencent previously prioritized the expansion of its fintech and business services segment, which houses WeChat Pay and Tencent Cloud, to reduce its long-term dependence on video games. Unfortunately, this newer segment -- which generated 31% of its revenue during the second quarter -- also suffered a severe slowdown over the past year.</p><table border=\"1\" width=\"601\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"208\"><p>Metric</p></th><th width=\"80\"><p>Q3 2021</p></th><th width=\"81\"><p>Q4 2021</p></th><th width=\"75\"><p>Q1 2022</p></th><th width=\"85\"><p>Q2 2022</p></th></tr><tr valign=\"TOP\"><td width=\"208\"><p>Fintech and business services revenue growth (YOY)</p></td><td width=\"80\"><p>30%</p></td><td width=\"81\"><p>25%</p></td><td width=\"75\"><p>10%</p></td><td width=\"85\"><p>1%</p></td></tr></tbody></table><p>Data source: Tencent.</p><p>Tencent mainly blamed that slowdown on the impact of China&#39;s COVID lockdowns (mainly in April and May) on WeChat Pay&#39;s payment volumes.</p><p>But during the conference call, Tencent&#39;s chief strategy officer, James Mitchell, also admitted that the cloud business was struggling to grow as macro headwinds forced companies to curb their spending. He said that the division would focus on reining in its own cloud costs instead of trying to grow its market share against larger rivals like<b> Alibaba</b> and Huawei with &#34;cutthroat pricing&#34; strategies.</p><h2>It&#39;s in the same boat as Alibaba</h2><p>Analysts expect Tencent&#39;s revenue to rise just 2% this year as its net profit plunges 57%. That&#39;s a grim outlook for a company that once reliably generated double-digit revenue and earnings growth.</p><p>Tencent&#39;s stock might not seem expensive at 18 times next year&#39;s earnings. Alibaba, which faces similar challenges as Tencent, trades at 17 times next year&#39;s earnings. But both of these Chinese tech giants are still stuck in the same boat that&#39;s being hammered by macro and regulatory headwinds.</p><p>Unless Tencent shows clearer signs of a turnaround, I&#39;d expect its stock to underperform the market given investors anticipate sluggish near-term growth for its gaming, advertising, fintech, and cloud businesses.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Red Flags for Tencent's Future</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Red Flags for Tencent's Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/22/3-red-flags-for-tencents-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tencent posted its second-quarter earnings report on Aug. 17. The Chinese tech giant's revenue dipped 3% year over year to 134 billion yuan ($20 billion), which missed analysts' expectations by 570 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/22/3-red-flags-for-tencents-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"https://www.fool.com/investing/2022/08/22/3-red-flags-for-tencents-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261528542","content_text":"Tencent posted its second-quarter earnings report on Aug. 17. The Chinese tech giant's revenue dipped 3% year over year to 134 billion yuan ($20 billion), which missed analysts' expectations by 570 million yuan and was its first revenue decline since its IPO in 2004.Its net profit fell 56% to 18.6 billion yuan ($2.8 billion), which missed analysts' estimates by 6.7 billion yuan. On an adjusted basis, which excludes its investments and other one-time items, its net profit declined 17% to 28.1 billion yuan ($4.2 billion). Those headline numbers were weak, but a closer look reveals three other bright red flags for its future.1. Its gaming business is strugglingTencent is the largest video game publisher in the world, and that segment generated 32% of its total revenue (24% from domestic games and 8% from international games) during the second quarter.Tencent started disclosing the growth of both markets separately in the third quarter of 2021. At first, its overseas growth offset the sluggish growth of its domestic business. But over the past year, its international gaming business also stalled out as the global gaming market grappled with difficult comparisons to its stay-at-home growth spurt during the depths of the pandemic.MetricQ3 2021Q4 2021Q1 2022Q2 2022Domestic gaming revenue growth (YOY)5%1%(1%)(1%)International gaming revenue growth (YOY)28%34%4%(1%)Data source: Tencent. YOY = year over year.Tencent's Honor of Kings is still the highest-grossing mobile game in China. But its popularity has also likely made Tencent a top target for government regulators, which throttled new gaming approvals and implemented tighter playtime restrictions for minors to address gaming addiction.The Chinese government temporarily suspended new video game approvals last July as part of that initiative, then finally restarted the process this April. However, none of Tencent's latest games have been approved yet, which suggests it's being intentionally excluded to give smaller developers a chance to launch more games. Time is running out on that front: Tencent's revenue from Honor of Kings declined in the first quarter, and it desperately needs a new domestic hit to fill that growing void.Tencent's international gaming business also faces regulatory challenges. Its battle royale game PUBG Mobile was banned in India due to national security concerns, and U.S. regulators have been taking a much closer look at Tencent's stakes in Riot Games, Epic Games, and other top publishers.2. Its advertising segment is fizzling outTencent generated 14% of its revenue from its online advertising business -- which sells ads across WeChat, Tencent News, Tencent Video, and its other platforms -- during the second quarter. This segment was also once a core growth engine, but it ran out of steam over the past three quarters.MetricQ3 2021Q4 2021Q1 2022Q2 2022Online advertising revenue growth (YOY)5%(13%)(18%)(18%)Data source: Tencent.Tencent attributes that slowdown to sluggish ad spending across the internet services, online education, and finance sectors. Some of that deceleration was caused by macro headwinds.3. Its fintech and cloud growth is stalling outTencent previously prioritized the expansion of its fintech and business services segment, which houses WeChat Pay and Tencent Cloud, to reduce its long-term dependence on video games. Unfortunately, this newer segment -- which generated 31% of its revenue during the second quarter -- also suffered a severe slowdown over the past year.MetricQ3 2021Q4 2021Q1 2022Q2 2022Fintech and business services revenue growth (YOY)30%25%10%1%Data source: Tencent.Tencent mainly blamed that slowdown on the impact of China's COVID lockdowns (mainly in April and May) on WeChat Pay's payment volumes.But during the conference call, Tencent's chief strategy officer, James Mitchell, also admitted that the cloud business was struggling to grow as macro headwinds forced companies to curb their spending. He said that the division would focus on reining in its own cloud costs instead of trying to grow its market share against larger rivals like Alibaba and Huawei with \"cutthroat pricing\" strategies.It's in the same boat as AlibabaAnalysts expect Tencent's revenue to rise just 2% this year as its net profit plunges 57%. That's a grim outlook for a company that once reliably generated double-digit revenue and earnings growth.Tencent's stock might not seem expensive at 18 times next year's earnings. Alibaba, which faces similar challenges as Tencent, trades at 17 times next year's earnings. But both of these Chinese tech giants are still stuck in the same boat that's being hammered by macro and regulatory headwinds.Unless Tencent shows clearer signs of a turnaround, I'd expect its stock to underperform the market given investors anticipate sluggish near-term growth for its gaming, advertising, fintech, and cloud businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}