“Tencent in the U.S. stock market has basically switched to Apple, and the Hong Kong stock market has not moved.”
On January 4, Duan Yongping, a well-known investor, said on social platforms that he had exchanged some Brk/B (Berkshire B shares) to Apple, and had already exchanged his US stock Tencent for Apple, but the Hong Kong stock had not moved. On the same day, he also expressed the hope that Apple’s current stock price or below can last for more than a year, so that Apple’s buybacks will be more efficient.
Duan Yongping bought the US stock Tencent many times last year. On October 13 last year, Duan Yongping said that he bought 100,000 shares of Tencent Holdings ADR (American Depositary Receipts) at a price of US$32.05 per share. On August 1 last year, when Tencent fell below the HK$300 mark, he posted that he bought 100,000 Tencent Holdings ADR shares at US$37.37 per share.
At the opening of the market on January 4, the stock price of Tencent Holdings (0700.HK) rose. As of press time, it was reported at 357.8 Hong Kong dollars, an increase of 3.65%, with a total market value of 3.42 trillion Hong Kong dollars. As of the close of U.S. stocks on the 3rd, Tencent Holdings ADR (PINK:TCEHY) reported US$44.58, up 5.24%, while Apple fell 3.74% to US$125.07, and its market value fell below the US$2 trillion mark.
Since the second half of last year, Tencent’s share price has continued to decline. On October 25, it once fell below HK$200, a new low since March 2017. It fell 74% from the high of HK$775.5 set on February 18, 2021. It has since recovered. temperature. It is worth noting that when Tencent’s stock price was hovering at a low level, Duan Yongping announced six times to buy Tencent’s bottom.
On October 25 last year, when Tencent’s share price fell below 200 Hong Kong dollars, Duan Yongping said on the homepage of the Xueqiu account “Avenue is invisible, I have style”: “I bought a little more (Tencent), although I still don’t know what happened. “, and said that “the company has only one buyer, and the others are passers-by.”
In February, March, April, August and October 13 last year, Duan Yongping announced to buy the bottom of Tencent.
He once reposted a netizen’s message, “The money earned by the company will eventually be bought by itself. Investor confidence is something other than the company and should not be considered.” He replied, “Look at Apple and you will understand.”
It is worth noting that he once mentioned in his comments that he did not have a heavy position in Tencent. On October 11 last year, Duan Yongping said: “I dare not say that Tencent is investing indiscriminately, but Tencent does have a lot of financial investment, which is hard for me to understand. I can accept strategic investment, but why can’t shareholders decide on financial investment?” Woolen cloth?”
In addition, he also said on October 5th and 7th that he couldn’t see through Tencent: “I really don’t worry about Apple at all, and I don’t care about how much I lose. Tencent always feels that it doesn’t understand (future cash flow), Can’t get down hard.”
According to public data, the total net inflow of southbound funds into the Hong Kong stock market last year exceeded 380 billion Hong Kong dollars, and concentrated inflows into the leading Internet and new energy vehicle sectors. Among them, Tencent Holdings was increased by more than 80 billion Hong Kong dollars throughout the year, becoming the stock with the most inflow of southbound funds last year. In addition, statistics show that Tencent repurchased about 90.9786 million shares in total last year. The number of repurchases exceeded 100 times during the year, and the cumulative cost exceeded 33.7 billion Hong Kong dollars.
On the news, Tencent has recently received approval for a number of imported games. According to the approval information for imported online games in 2022, a total of 44 games have been approved, and 5 imported games including Tencent’s “Pokémon Gathering” have been approved for version numbers.
Previously, Tencent CEO Ma Huateng said in an internal speech that Tencent games should focus on high-quality products and not waste any opportunity for a version number.
January 4th is also the registration date for Tencent’s allocation of shares in Meituan. On November 16 last year, Tencent announced that it would distribute approximately 958 million shares held by Tencent to shareholders in the form of in-kind distribution on the basis that qualified shareholders would receive 1 share of Meituan Class B common stock for every 10 shares held by qualified shareholders. Special interim dividend on Class B ordinary shares of Meituan. January 4, 2023 (today) is the distribution registration date, and the ex-rights will be carried out on January 5, and the distributed Meituan shares will arrive in the account on March 24, 2023.
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related events
- Apple fell below $2 trillion, Duan Yongping has replaced Berkshire and Tencent with Apple stock 2023-01-04
- Tencent Holdings fell below HK$250, a new low in nearly 4 years2022-10-12
- JPMorgan Chase: Raise Tencent’s target price to HK$465, maintain overweight rating 2022-08-17
- JPMorgan : Reiterate Li Ning’s “overweight” rating, target price rises to HK$ 942022-08-15
- Tencent’s stock price fell below HK$300 again2022-08-01
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