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China Internet: Sector Inputs Supportive for Tencent and NetEase.

Baidu Faces Headwinds from Regulatory Issues and Taxation

Tencent's Multiple Platforms Deliver Key Advantages

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Equity Bottom-Up

<p>Continuing a pattern, <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26">Tencent Holdings Ltd</a> (Tencent) again delivered strong numbers. That strength is being seen across its business lines and margins are also rising. Net Income missed expectations on losses from investments / associates and higher taxes but we would stress the positive operating performance in these results.</p><p>Tencent remains New Street Research's top thematic pick in the China internet space. The 4Q15 results show the power of its platform. It dominates mobile engagement through…</p>

Continuing a pattern, Tencent Holdings Ltd (Tencent) again delivered strong numbers. That strength is being seen across its business lines and margins are also rising. Net Income missed expectations on losses from investments / associates and higher taxes but we would stress the positive operating performance in these results.Tencent remains New Street Research's top thematic pick in the China internet space. The 4Q15 results show the power of its platform. It dominates mobile engagement through…

Tencent Retains Financial Leadership in Chinese Internet with Strong 4Q15 Results