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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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7 views
Tencent is accelerating growth post-regulatory trough, with strong revenue, margin expansion, and robust free cash flow supporting record buybacks and dividends. AI monetization is inflecting, driving double-digit gains in ads, gaming, and SaaS, while proprietary models and data deepen Tencent's economic moat. Gaming and content are rebounding, cloud and fintech are delivering high margins, and capital allocation remains disciplined with significant venture upside.
