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.
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9880.HK
UBTECH ROBOTICS Position Update
UBTECH ROBOTICS (9880.HK): TRIMMING HALF, WATCHING THE REST
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TCEHY
Tencent Holdings Ltd. - Stock Analysis
We maintain our existing position in Tencent Holdings following the company’s Q1 2026 earnings report, which reaffirmed the core thesis underpinning our investment
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BABA
Alibaba Group Holding Ltd. - Stock Analysis
Alibaba Group reported Q4 FY2026 earnings on May 13, 2026 that lay bare the central tension defining the company’s investment case
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IBM
IBM: Long-Term Entry
We are initiating a position in International Business Machines Corporation (IBM) as a core long-term holding.