Tencent Q2 2026 Earnings Update
Tencent reported Q2 2026 revenue of RMB 204.8 billion, up 11% year-over-year and a meaningful step up from the 9% posted in Q1.
Nobel Select
Value Investing Portfolio & Research
Featured
Tencent Q2 2026 Earnings Update
Tencent reported Q2 2026 revenue of RMB 204.8 billion, up 11% year-over-year and a meaningful step up from the 9% posted in Q1.
Featured
Buying AZN
AstraZeneca shares are getting slaughtered today. Everyone Is Selling - We're Buying.
Latest Analysis
View All
FundamentalAnalysis
WeeklyRecap
Buying AZN
AstraZeneca shares are getting slaughtered today. Everyone Is Selling - We're Buying.
$275,373
Portfolio Value
$56,370
Cash
+$19,261
Unrealized P/L
+$5,629
Realized P/L
+$25,373
+10.15%
+10.15%
Total Return
15
Holdings
$483
Dividends Received
Performance Comparison
Portfolio
MSCI World
S&P 500
Portfolio
9.1% total
· +25.6% p.a.
MSCI World
20.4% total
· 62.7% p.a.
S&P 500
22.2% total
· 69.3% p.a.
Since
Mar 2026 (0.4 yrs)
Current Holdings
Last updated: Aug 17, 2026 04:42| Symbol | Company | Sector | Shares | Avg Cost | Current | Total Value | Gain/Loss | Weight |
|---|---|---|---|---|---|---|---|---|
| BABA ▸ | Alibaba Group Holding Limited | Technology/Online | 300 | 120.38 USD | 123.81 USD | $37,143.00 |
$1,029.00
+2.85% |
17.0% |
| SLVP ▸ | iShares MSCI Global Silver and Metals Miners ETF | Miners/Commodities | 800 | 32.90 USD | 37.07 USD | $29,656.00 |
$3,340.00
+12.69% |
13.5% |
| 0700.HK ▸ | Tencent Holdings Ltd | Technology | 500 | 455.80 HKD | 446.60 HKD | $28,470.75 |
-$609.25
-2.10% |
13.0% |
| RHM.DE ▸ | Rheinmetall AG | Defense | 20 | 1,061.40 EUR | 1,202.00 EUR | $27,862.36 |
$3,235.88
+13.14% |
12.7% |
| IBM ▸ | International Business Machines Corporation (IBM) | Technology | 100 | 242.50 USD | 234.32 USD | $23,432.00 |
-$818.00
-3.37% |
10.7% |
| IAUP.L ▸ | iShares Gold Producers UCITS ETF USD (Acc) | Gold Producer Stocks ETF | 500 | 37.97 USD | 41.50 USD | $20,750.00 |
$1,765.00
+9.30% |
9.5% |
| PGHN.SW ▸ | Partners Group Holding AG | Finance | 20 | 697.80 CHF | 727.40 CHF | $17,931.86 |
$347.30
+1.98% |
8.2% |
| EWZ ▸ | Ishares Msci Brazil ETF | ETF | 500 | 34.54 USD | 33.93 USD | $16,965.00 |
-$305.00
-1.77% |
7.7% |
| YTSN.MU ▸ | Kuros Biosciences Ltd | Biotech | 500 | 22.70 EUR | 24.80 EUR | $14,371.60 |
$1,089.60
+8.20% |
6.6% |
| 9880.HK ▸ | Ubtech Robotics Corp Ltd | Technology | 750 | 89.20 HKD | 92.50 HKD | $8,845.31 |
$148.31
+1.71% |
4.0% |
| IBM261016C ▸ | IBM Oct 2026 300.000 call | Hedge | 100 | -52.97 USD | -2.20 USD | -$220.00 |
$5,077.00
+95.85% |
-0.1% |
| EWY261016P ▸ | EWY Oct 2026 150.000 put | Technology | 100 | -17.71 USD | -11.70 USD | -$1,170.00 |
$601.00
+33.94% |
-0.5% |
| CPB261218P ▸ | The Campbell's Company Dec 2026 20 put (CPB261218P00020000) | Food processing | 1,500 | -1.30 USD | -0.85 USD | -$1,275.00 |
$675.00
+34.62% |
-0.6% |
| META261016 ▸ | META Oct 2026 550.000 put | Technology | 100 | -48.25 USD | -16.40 USD | -$1,640.00 |
$3,185.00
+66.01% |
-0.7% |
| AZN261016P ▸ | AstraZeneca Oct 2026 165.000 put | Pharma | 200 | -13.10 USD | -10.60 USD | -$2,120.00 |
$500.00
+19.08% |
-1.0% |
Closed Positions
Realized outcomes from positions no longer held| Symbol | Company | Realized P/L |
|---|---|---|
| ALC ▸ | Alcon Inc. | +$1,865.00 |
| ALO.PA ▸ | Alstom SA | +$236.92 |
| LLY ▸ | Eli Lilly and Company (LLY) | +$2,537.70 |
Public Watchlist
Companies we are currently researching| Symbol | Company | Current Price | Target Buy Price | Status | Thesis |
|---|---|---|---|---|---|
| 0QQI.L | CENTIEL N | 7.00 CHF | 3.20 CHF | 118.9% above target | stock analysis 2026/4/19 |
| ALC | Alcon Inc. | 74.25 USD | 50.00 USD | 48.5% above target | We'll add a 2nd position at this price. |