sec2100 發表於 2018-8-25 17:52:59

亞洲版的fang: 阿里巴巴、騰訊、三星、台積電



https://seekingalpha.com/article/4200909-tencent-get-ready-party-like-2009

sec2100 發表於 2018-8-25 18:00:49

As far as consensus names go in Asia, Tencent (TCEHY) is right up there with Alibaba (BABA), Samsung (OTC:SSNLF), and TSMC (TSM) (henceforth, collectively known as the "TATS"). These four stocks were primarily responsible for driving the Asian stock market rally from 2016 to 2018 i.e. the Asian FAANG equivalent. Of the 46 analysts covering Tencent, a whopping 96% have a straight "buy" call. Zero sells.
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