To The Moon

Tencent Holdings  $TENCENT(00700)$ BearishOWNS THE GLOBAL DISTRIBUTION RIGHTS OF THE GAME GODDESS OF VICTORY: NIKKE$OSE Nikkei 225 - main 2303(JNImain)$ , AND ALSO HOLDS 20% OF THE GAME DEVELOPER SHIFT UP STUDIO, WHICH IS THE SECOND LARGEST SHAREHOLD SHAREHOLD. The game has only been released for a month and has earned more than $100 million in the global market, ranking fourth in the global monthly revenue list of mobile games.

This also means that with NIKKE and Honor of Kings and PUBG Mobile, which are in the top three of the list all year round, publisher Tencent has won three seats in the top five of the November revenue list. Honor of Kings, released in 2016, and PUBG Mobile, released in 2017, earned about $10 million and about $3 million respectively in the month of release, while NIKKE exceeded $100 million in the month of release, with future performance. I have to look forward to bringing new growth points to Tencent's game performance.

Tencent and Unicom continue to cooperate, which will help the new development of Tencent Cloud

At the 2022 China Unicom Partners Conference, China Unicom and Tencent continued to sign strategic cooperation agreements. In fact, in order to deeply develop the business of operators, Tencent Holdings set up nine separate intelligent industries in June this year, committed to strengthening TO B, TO C, etc. between operators. Cooperation, in the future, operators will have a dual identity in the process of digital transformation, that is, operators not only as the object of digital transformation, but also need to do digital transformation. At the same time, they also undertake the task of helping thousands of industries to do digital transformation, from past resource-level cooperation to "930 change". Later, the two sides went deep into the technical and business levels, thus helping the multi-faceted development of Tencent Cloud.

In terms of technical cooperation, Tencent can export advanced experience and implementation methods in public cloud or other technologies to help operators improve their IT level or service customers. In terms of business cooperation, Tencent and operators can unite to provide a unified or complete solution to operators' customers. The plan.

Points of Tencent's internal staff meeting

At present, Tencent Group is mainly composed of six major business groups - CDG (Enterprise Development Business Group), CSIG (Cloud and Intelligent Industry Business Group), IEG (Interactive Entertainment Business Group), PCG (Pform and Content Business Group), TEG (Technical Engineering Business Group), WXG (WeChat Business Group).

The advantage of Tencent lies in the collaborative office ability of representatives of "One Door and Three Masters" (Enterprise WeChat, Tencent Conference and Tencent Documents), as well as the closed-loop OF TO C and TO B business connected by applet, so that CSIG can focus on circular subscription income and close the closed loop of enterprise services and business services. Avoid one-time single income.

The theme of this conference is still to reduce costs and increase efficiency. Tencent's internal corruption problem is serious. Tencent has introduced its digital ability into anti-fraud. All Tencent's reimbursements and data from external suppliers are collected. The internal audit and internal control conducts large data analysis to find most of the low-level problems. For the future of the game business, it is hoped to pass. In the way of cooperation, we can open up the market, including expanding the international market, focusing on high-quality products, and not wasting version opportunities. Video number is basically the hope of the whole company. In the past three years of the epidemic, the impact of short video has had a great impact on the entire Internet worldwide. Now Tencent video number is a first step to stabilize, and it is closer to the transaction later. Do a good job in the closed loop of e-commerce. I believe that a large number of users with WeChat can walk wider and more stable.

Generally speaking, the overseas game development of Tencent Holdings exceeded expectations, and the hot NIKKE was released. At the same time, the cloud service and the news revealed by the staff conference made us more reassured about it. Even under the impact of the three-year epidemic and policies, Tencent Holdings, under the leadership of Ma Huateng, can always adjust its position and work hard. What's wrong with the positive development in a direction that is in line with the interests of the company and shareholders? As for the low stock price, Tencent Holdings has repurchased more than 100 million shares and nearly 32.4 billion Hong Kong dollars this year, which improves the value of our existing shareholders in disguised way. We are too happy and even hope. I hope you can buy more back for a period of time.

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