$TENCENT(00700)$ management is shareholder friendly and sensible in buybacks. It doesn't blindly commit to AI expenditures but selectively does so with a long term perspective. Yet over the last 5 years the stock is still down albeit the valuations is so cheap now in the mid teens PE. It's the highest conviction tech stock imho
Good write up. However as a basic communication tool WeChat is still unrivalled. AI tools will be embedded and used in conjunction with WeChat ecosystem. Tencent is extremely undervalued now worth easily double of current valuation
$PLOVER BAY TECH(01523)$ forte is integration with Starlink for n mobile satellite internet. Cruise ships aircraft and emergency vehicles in rural areas. Pep link is essential for uninterrupted datalink from sat/5G/wifi with automatic switching.