135000 makes 100 million! Tencents rolling Alibaba is worth 2.4 ICBC

category:Finance
 135000 makes 100 million! Tencents rolling Alibaba is worth 2.4 ICBC


Tencents share price soared 4.05% again this morning, hitting a new high of HK $493.8 in intraday trading. Since its listing in 2004, Tencents share price has risen by more than 740 times, which is more than 400 times that of Maotai and 340 times that of Hengrui pharmaceutical.

This means that in July 2004, Tencent only bought 135000 yuan of Tencent stock, and now it has reached the goal of 100 million yuan.

Tencents latest market value is 4.71 trillion Hong Kong dollars, equivalent to 4.3 trillion yuan, more than Alibabas 4.65 trillion Hong Kong dollars. Tencents market value is equivalent to 2.3 Guizhou Maotai, 2.4 ICBC, 4.6 meituan, 5.8 PetroChina, 6.2 pinduoduo, 14.3 Baidu or 15 CITIC Securities.

Tencent shares rose nearly 30% in March

In the past three months, Tencents share price has risen 42.49% to HK $493 from the closing price of HK $346 on March 23.

Alibabas growth in the past three months has been around 27%, far lower than Tencents.

During the epidemic period, the housing economy promoted Tencents performance to grow faster than expected, which strongly boosted the stock price. On May 13, Tencent holdings released its first quarter financial report in 2020. According to the data, its revenue in the first quarter was 118.272 billion yuan, a year-on-year increase of 26%; non IFRS equity holders should account for 27.079 billion yuan, a year-on-year increase of 29%. The housing economy has also made Tencents game business very prosperous. Tencents online game business revenue in the first quarter was 37.298 billion yuan, an increase of 31% year-on-year, exceeding market expectations.

Ma Huateng broke through 400 billion

The richest man in China

According to Forbes real-time rich list, as of 5 a.m. Beijing time today, Ma Huateng is the 14th richest person in the world with a fortune of 54.7 billion US dollars, about 386.6 billion yuan, and Ma Yun is the 22nd richest person in the world with a fortune of 44 billion US dollars.

According to the stock exchanges equity disclosure data, Ma Huateng reduced 9.648 million Tencent shares from June 9 to 12, cashing out about 4.27 billion Hong Kong dollars, and the latest number of shares held after the reduction was 804.9 million, with a shareholding ratio of 8.42%.

Based on a rough calculation of 8.42% shareholding ratio, Tencents share price rose to 492 Hong Kong dollars, making Ma Huatengs fortune continue to grow by about 14.9 billion Hong Kong dollars (about 13.6 billion yuan) on the basis of 386.6 billion yuan, and Ma Huatengs fortune reached 400.2 billion yuan, breaking the 400 billion mark.

It is worth noting that this weekend, Ma Yuns family was briefly overtaken by Huang Zheng, who lost the name of Chinas second richest man. But with pinduomei down 6.61% on Monday, Huangs fortune is once again behind Ma on the Forbes real-time rich list.

Tencent is said to replace Baidu holding iqiyi

In the near future, Tencents investment expansion has been more active.

In the field of automobile, Tencent recently led a consortium to invest nearly 10 billion yuan in the company weilaisi.

In mid June, the US listed company e-Car announced that the privatization agreement had been signed, and Tencent and hammer capitals buyer group would spend nearly 8 billion yuan (US $1.1 billion) to help its privatization.

According to the public information, e-Car company was founded in 2000 by Li Bin and was officially listed on the NYSE in 2010. It is a leading automotive Internet enterprise in China. The main business of e-Car company is to provide users with information and shopping guide services, as well as to provide Internet marketing solutions (i.e. advertising services) for auto manufacturers and auto dealers.

Li Bin has been CEO of e-Car for many years, but in order to focus on the business of Weilai automobile, he left office in 2018. At present, Li Bin is still chairman of e-Car group.

Many voices in the market think that Tencents leading privatization of e-Car is actually intended to be e-Xin, the auto finance subsidiary of e-Car.

On June 12, e-Xin group announced that after the privatization of parent company e-Car, the control right of e-Car will change. The buyer group participating in the privatization may make an unconditional and compulsory cash offer to the company, with a price of HK $19088 per share, involving about HK $2785 million.

In addition to the nearly 10 billion yuan investment, Tencent also spent 10 million US dollars in June to buy 1.68 million US ads shares in Weilai automobile, according to the latest 13D document submitted by Tencent on Friday local time.

Entertainment sector, June 15, Reuters reported that Tencent wanted to replace Baidu holding iqiyi. Tencent has Tencent video, a video website. If Tencent successfully controls iqiyi, it will be one of the largest in the long video field.

According to the financial report data of iqiyi and Tencent, since its listing in 2015, iqiyis accumulated loss has exceeded 30 billion yuan, and the loss range of Tencent video in 2019 has been narrowed, but the loss scale is still around 3 billion yuan. If iqiyi is successfully incorporated into Tencent, the competition pattern in the field of video websites in China may have great changes, and the profit level of the two companies is expected to improve to a certain extent.

On June 17, Guo Feng, Baidus public relations director, responded to the rumors that Tencent contacted Baidu yesterday to take a stake in iqiyi, saying: lets not guess. Iqiyi is an important part of Baidus content ecological strategy, and Baidu will continue to support iqiyis development.

The strongest game launch week is coming:

Riots in game stocks

This Saturday (June 27), the game industry will usher in the event of heavyweight, Tencent game annual conference, it is reported that Tencent will release more than 40 game updates. According to Morgan, Tencent is stepping into the strongest game release cycle since 2008, which will accelerate its profit growth this year and next, especially the mobile version of dungeons and Warriors and hero League that is likely to be launched this year.

This morning, game stocks rioted across the board, with century Huatong, youzu.com and Fuchun shares trading up and down, and Jinke culture and perfect world up more than 9%.

In fact, the whole online game sector continued to strengthen in the near future, up 3.39% again this morning.

In the first half of this year, Feng Liu, a private equity tycoon, placed heavy positions in century Huatong, perfect world, 37 mutual entertainment and other game stocks. This morning, three stocks rose like a rainbow.

Feng Lius three game stocks earn nearly 600 million yuan in two hours

Gao yilinshan No.1 Yuanwang fund managed by Feng Liu appeared in the list of top ten (circulating) shareholders of 31 stocks at the end of the first quarter of this year, with a market value of 18.07 billion yuan. In addition, it subscribed 930 million yuan of century Huatong shares through fixed increase in April. The management scale of Feng Lius public shareholding is close to 20 billion yuan.

According to the latest data, Feng Liu holds 300 million shares, 21.5 million shares and 22.5 million shares of century Huatong, perfect world, 37 mutual entertainment. In the two-hour trading this morning, century Huatong rose by 9.97% and 1.41 yuan; perfect world is approaching the limit, up by more than 9% and 4.73 yuan; 37 mutual entertainment rose by 5.13% and 2.14 yuan.

The market value of 3 game stocks held by Feng Liu increased by 573 million yuan this morning.

More than 100 organizations pursue century Huatong

Century Huatongs latest market value is 96.8 billion yuan. The game giant has just made profits from more than 130 research institutions, including Gao Yi asset (Ben) and Tencent investment.

On June 19, more than 130 institutions swarmed to attend century Huatongs investors telephone conference, including well-known institutions such as Gao Yi asset, Tencent investment, Huaxia Fund and CICC.

1) Overseas game market. The global game market is about 1 trillion, and the Chinese game market is about 200 billion, accounting for about a quarter of the global market. It is the largest market in the world. According to the equipment, mobile games account for about 40% of the total, and the market for console games is stable and huge - 30% - 40% of the traditional game market in Europe, America, Japan and South Korea, and 20-30% of the PC market. The development of mobile games has brought great changes to the game market and great opportunities and advantages to Chinese manufacturers. With the advantages of online games (social attributes) and mobile games (rapid development), Chinese game manufacturers will occupy a more important position in the world game competition in the future. 2) Cloud games. Whether its mobile games, mainframe or PC, it may be replaced by cloud games in the future. The companys investment in cloud games is also increasing, and technological changes will bring about large-scale growth of the companys business. The company expects to be a pioneer in technology transformation and make major breakthroughs in the transformation and upgrading of cloud games. Through the cooperation of strategic investors and the vigorous expansion of overseas markets, the company will have 5-10 times growth space in the future. Source: Yang Bin, editor in charge of China Fund News_ NF4368

1) Overseas game market. The global game market is about 1 trillion, and the Chinese game market is about 200 billion, accounting for about a quarter of the global market. It is the largest market in the world. According to the equipment, mobile games account for about 40% of the total, and the market for console games is stable and huge - 30% - 40% of the traditional game market in Europe, America, Japan and South Korea, and 20-30% of the PC market. The development of mobile games has brought great changes to the game market and great opportunities and advantages to Chinese manufacturers. With the advantages of online games (social attributes) and mobile games (rapid development), Chinese game manufacturers will occupy a more important position in the world game competition in the future.

2) Cloud games. Whether its mobile games, mainframe or PC, it may be replaced by cloud games in the future. The companys investment in cloud games is also increasing, and technological changes will bring about large-scale growth of the companys business. The company expects to be a pioneer in technology transformation and make major breakthroughs in the transformation and upgrading of cloud games. Through the cooperation of strategic investors and the vigorous expansion of overseas markets, the company will have 5-10 times growth space in the future.