The Motley Fool raadt vandaag aan Tencent te kopen:
"2. Tencent
Many investors have been fleeing from Chinese tech stocks recently, in part due to the actions of both Chinese and U.S. regulators. In accordance with the Holding Foreign Companies Accountable Act, passed in 2020, the Securities and Exchange Commission has been warning that it will delist Chinese stocks from U.S. exchanges if they don't comply with U.S. regulations regarding corporate audits. And Chinese regulators have been cracking down on their domestic tech giants for some time. These factors and others have combined to create an atmosphere of confusion and uncertainty that has brought valuations for Chinese tech stocks down to bargain territory.
Tencent, an internet, tech, and entertainment giant, has grown its revenues at a 33% compound annual rate over the last five years, but the stock trades at a modest price-to-earnings ratio of 17. However, according to reports, China and the U.S. are progressing toward a resolution of the issues that triggered the delisting threats. China also has signaled that it's preparing to end its intense regulatory crackdown. Tencent's stock price shot up 28% after investors heard that macro news earlier this month and began to pay more attention to how cheap the stock had gotten.
Tencent should be able to deliver many years of compound growth once the dust settles. It's the largest social media operator in China, with over 1.2 billion monthly active users. It's also entrenched throughout that nation's tech sector, with businesses across cloud services, fintech, and online advertising. And it's the largest video game company in the world by revenue.
In China, the threat of intensified government regulation will always loom over companies, but the market has done a good job of handicapping that risk here -- Tencent shares generally trade at a much lower valuation than its growth rates would suggest they should. At today's cheap price levels, a small starter investment in Tencent might be a worthwhile addition to your portfolio."