Tencent, JD.com Navigate US Tariff Risks, AI Expansion

Bloomberg08-08

Chinese tech giants Tencent Holdings Ltd., and JD.com Inc. remain more exposed to US tariffs than global peers, with sector earnings expectations having weakened since President Donald Trump’s April ...

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Guidance on AI will continue to remain a key driver for the sector’s outlook.Across the tech sector, a greater push for AI-related spending might put buybacks on the back burner for now, said Bloomberg Intelligence analysts Robert Lea and Jasmine Lyu.Meanwhile, excessive competition in the food delivery sector could weigh on JD.com’s growth. The firm, along with peers Meituan and Alibaba Group Holding Ltd., earlier vowed to curb “disorderly competition” in the industry after warnings from the Chinese government.Highlights to look out for:Monday: No notable earnings.Tuesday: Kweichow Moutai (600519 CH) could see the impact from China’s austerity drive with alcohol and tobacco sales across the country down in June, BI said. Gross margin is seen steady thanks to disciplined cost management despite softer sales momentum, they added.Wednesday: Tencent’s (700 HK) earnings are seen underpinned by ads and video games, without meaningful contributions from AI, BI said. Net income is seen up 7.3% — the slowest pace in six quarters. Watch for the game developer’s next two potential hits Valorant Mobile and Honor of Kings: World, analysts at HSBC Research said.Commonwealth Bank of Australia’s (CBA AU) net income is seen up 9% — following two years of contractions. The bank should deploy excess capital into “value-adding franchise expansion” in its business banking unit, analysts at Jarden Research said. The division is expected to have added market share over the last half year.Treasury Wine Estates (TWE AU) is seen clocking growth in all major divisions. Net income is expected to jump 378%, set to be its biggest rise on record, aided by favorable comparisons due to a A$290 million goodwill charge taken on its Treasury Premium Brands last year. The company reaffirmed full-year guidance in late June.Airports of Thailand’s (AOT TB) third-quarter net income is seen down for a second consecutive quarter. Fewer Chinese visitors have led to a cut in expectations for Thailand’s tourist arrivals, UOB Kay Hian said in a June note.Thursday: JD.com’s (JD US) second-quarter revenue rose 15%, estimates show, supported by double-digit growth in its retail, logistics and new businesses segments. Through the year, revenue growth could be boosted by its effort to expand product range and enhance logistics, even as China’s economic stimulus measures contend with tariff impact on domestic consumer sentiment, BI said. Reported plans to open large-scale supermarkets could boost expenses.CK Hutchison’s (1 HK) earnings could be overshadowed by its port deal hurdles. The conglomerate is seeking a Chinese investor to buy its global ports, which could help remove geopolitically sensitive obstacles that have been hindering a potential deal.Hon Hai (2317 TT) could see robust AI and cloud-server demand accelerate growth in the next few years amid modest gains for smartphones and PCs, BI said. Its $375 million sale of its Ohio electric vehicle facility could signal a strategic shift in its North American business toward AI data centers, BI added.Telstra (TLS AU) is likely to announce another buyback when it posts full-year earnings, according to E&P Financial. That will be in addition to a completed A$750 million buyback announced in February. Net income is seen up 36%, the most since its 1997 IPO.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":6,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1185232032","isCrawlerRequest":true}