[Stock Prediction]Tencent vs. Meituan vs. Xiaomi – Which Stock Will Surge After Earnings?

This week, the Hong Kong stock market is in the spotlight as three tech giants—Tencent, Meituan, and Xiaomi—release their earnings reports. Their results won’t just impact their stock prices but could also set the tone for the broader tech sector.

Can you predict which stock is a big winner this week ? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers.

🔍 Key Earnings Highlights

💡 Xiaomi: EVs & Premium Smartphones Fueling Growth

$XIAOMI-W(01810)$ reports earnings on March 18, with Bloomberg consensus estimating Q4 2024 revenue at ¥358 billion and adjusted net profit at ¥25.1 billion. Click here to book the earnings call.

  • EV Business: Sales are expected to jump 171% YoY to ¥88 billion, accounting for 19% of total revenue.

  • Smartphones: Government subsidies and higher sales of premium models could drive high single-digit revenue growth.

  • Internet Services: This high-margin segment (70-80%) remains a key profit driver.

💡 Tencent: Gaming, Ads & FinTech Gaining Momentum

$TENCENT(00700)$ reports earnings on March 19, with estimates of ¥168.7 billion in revenue and ¥53.3 billion in net profit. Click here to book the earnings call.

  • Gaming: Honor of Kings and PUBG Mobile remain strong, while Valorant gains traction. Overseas gaming revenue is expected to grow 12.2%.

  • Advertising: WeChat Video and Mini Programs are driving ad revenue growth, enhanced by AI-powered ad targeting.

  • FinTech & Cloud: Steady growth in payments and cloud services, with Tencent’s AI model, Hunyuan, strengthening its cloud business.

💡 Meituan: Expanding Growth in Local Services

$MEITUAN-W(03690)$ reports earnings on March 21, with projected revenue of ¥87.9 billion and net profit of ¥9.9 billion. Click here to book the earnings call.

  • Food Delivery: Despite increasing competition, Meituan’s strong brand and logistics network keep it ahead.

  • AI-Powered Efficiency: AI dispatching reduces delivery times and costs, while SaaS tools enhance merchant partnerships.

  • New Ventures: Quick commerce and community group buying are seeing narrowing losses, pointing to long-term potential.

🎁Events Details

  • Click to vote. Guess which stock is a big winner this week ? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers. $XIAOMI-W(01810)$ $MEITUAN-W(03690)$ $TENCENT(00700)$

  • For example, If 10 Tigers get the right answer, each will receive 100 Tiger Coins. If 100 Tigers get the right answer, each will receive 10 Tiger Coins.

  • Comment with your analysis or predictions for Tencent, Meituan, or Xiaomi. The best insights will have a chance to win $5 stock vouchers.

⏰Event Duration

  • From 17 March 2025 to 21 JMarch 2025 at 16:00 SGT

🔥Don't forget to follow@Tiger_Earnings, Tiger's official account for providing key information during earnings season📖📖📖

📖For a beginner's guide to financial statements, click here

voteTencent vs. Meituan vs. Xiaomi – Which Stock Will Surge After Earnings?(Single choice)
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  • Shyon
    ·2025-03-17
    TOP
    我最看好 $小米集团-W(01810)$ ,主要得益于其电动汽车业务和高端智能手机的双引擎增长。预计2025年EV板块将增长171%,达到880亿元人民币,占总收入的19%,成为小米未来增长的关键驱动力。随着SU7车型的推出和第二家工厂的投产,小米处于有利地位,可以在电动汽车市场占据更大的份额。与此同时,其智能手机业务正受益于更高比例的高端机型和政府补贴,进一步增强了盈利能力。

    此外,小米互联网服务业务保持70-80%的高毛利率,提供稳定的利润支撑。就估值而言,与腾讯控股和美团-W相比,小米似乎更具吸引力,因为市场尚未完全消化其电动汽车增长潜力。因此,我认为小米的增长潜力最大。

    @Tiger_comments @Tiger_Earnings @TigerStars @TigerGPT

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  • AuntieAaA
    ·2025-03-18
    Good
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