This earnings season, I’m watc

This earnings season, I’m watching both Tencent & Alibaba, but I lean toward $TENCENT(00700)$ . Gaming & advertising remain strong, and its international segment adds resilience, even with short-term AI spending pressuring margins. I also like that Tencent’s core business is more predictable, which matters in a volatile market.

Alibaba $Alibaba(09988)$ $Alibaba(BABA)$ is in transition. Cloud & AI are the key growth drivers, but heavy investment in instant retail and market share defense is weighing on profits, making near-term performance less predictable. If its AI monetization starts to show traction, Alibaba could surprise on the upside, but the risk is still higher compared to Tencent.

I’m betting on Tencent for stable short-term results, while keeping a close eye on Alibaba for signs that its AI & cloud investments are paying off. It’s a trade-off between near-term predictability & long-term potential.

@TigerStars @Tiger_comments @TigerClub @Tiger_Earnings

Q4 Earnings Season: Valuations Stretch, What to Focus?

Q4 earnings from the S&P 500 are sending mixed signals. Blended Q4 earnings growth stands at 8.2%, marking a potential 10th straight quarter of YoY growth, led by Information Technology and Materials, while Energy and Consumer Discretionary lag. Revenues are growing 7.8%, still solid but below long-term averages. Meanwhile, the forward P/E has climbed to 22.2, well above historical norms, raising questions about how much good news is already priced in. What to focus during this earnings season?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

BurnellStella
03-19 17:31
BurnellStella
Spot on! Tencent's stability wins out. Alibaba needs more proof. [强]
- Shyon:
  Agree with you
1PC
03-19 21:17
1PC
Nice Sharing 😁 Tencent might be a surprise 🫢 short term play ▶️ [Chuckle]. @DiAngel @Aqa @Barcode @Shernice軒嬣 2000 @koolgal @JC888
- Shyon:
  Thanks for your support

Leave a comment

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It’s a trade-off between near-term predictability &amp; long-term potential.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/d551ed98403ccb9bdec6b3e5bf9e85f7\"></t-t></body></html>","htmlText":"<html><head></head><body>This earnings season, I’m watching both Tencent &amp; Alibaba, but I lean toward <a href=\"https://ttm.financial/S/00700\"> $TENCENT(00700)$ </a>. Gaming &amp; advertising remain strong, and its international segment adds resilience, even with short-term AI spending pressuring margins. 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It’s a trade-off between near-term predictability &amp; long-term potential.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/d551ed98403ccb9bdec6b3e5bf9e85f7\"></t-t></body></html>","text":"This earnings season, I’m watching both Tencent & Alibaba, but I lean toward $TENCENT(00700)$ . Gaming & advertising remain strong, and its international segment adds resilience, even with short-term AI spending pressuring margins. I also like that Tencent’s core business is more predictable, which matters in a volatile market. Alibaba $Alibaba(09988)$ $Alibaba(BABA)$ is in transition. 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2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a>","text":"Nice Sharing 😁 Tencent might be a surprise 🫢 short term play ▶️ [Chuckle]. <a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a>","html":"Nice Sharing 😁 Tencent might be a surprise 🫢 short term play ▶️ [Chuckle]. <a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a 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