China & Hong Kong Stock Picks (February 2025)

Share this postEmerging Market SkepticEmerging Market SkepticChina & Hong Kong Stock Picks (February 2025)Copy linkFacebookEmailNotesMoreChina & Hong Kong Stock Picks (February 2025)BOC Hong Kong, Xiaomi, Trip.com, EHang Holdings, AIA Group, RoboSense Technology, Luckin Coffee, ANTA Sports Products, YUM China, NAURA Technology Group, Will Semiconductor, etc. Mar 20, 2025∙ Paid2Share this postEmerging Market SkepticEmerging Market SkepticChina & Hong Kong Stock Picks (February 2025)Copy linkFacebookEmailNotesMore2Share

Tencent (HKG: 0700 / LON: 0LEA / FRA: NNND / SGX: HTCD / OTCMKTS: TCEHY) just reported earnings - leading to someone to Tweet this:

  • Price/Book (Most Recent Quarter): 4.70

  • Forward P/E: 19.42 / Forward Annual Dividend Yield: 0.83% (Yahoo! Finance)

However, the Nikkei Asia (Long-term foreign equity investors reassess their China bearishness


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Originally posted on: https://emergingmarketskeptic.substack.com/p/china-hong-kong-equity-research-february-2025