Oliver6789

2022-02-23 00700

做多
HKEX:700   TENCENT HOLDINGS LIMITED
Tencent Holdings’ valuation is relatively cheap now. Tencent’s logic is very simple. Conservatively, even if it is an infrastructure with a growth rate of only about 10%, it can also correspond to a price of around 430, with a margin of safety, but Tencent should be more than just a foundation. Facility, I think the market's concerns about antitrust are overdone, and I feel that Tencent's opportunity is similar to that of liquor during Prohibition. Of course, in terms of the future trend, it may not be very fast. Liquor was not fast in the past, but after many years, it is really a good position at a large level.
Technically, there is currently a bullish Gat force. Let's keep going long.

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