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Technology-First Company

Tencent (700 HK): 2Q24 Preview, Both Growth and Margin to Improve

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quantitative Equity Analyst, DMA

Charlotte van Tiddens, CFA

Quantitative Equity Analyst

Event-Driven

<ul>
<li>Last night, MSC published index changes due at the August rebalance. There will be no changes to SA constituents.</li>
<li>The rebalance is set to take place at the end of the month on Friday the 30th.</li>
<li>Tomorrow after the HK close, Tencent is expected to report results for 2Q FY24.</li>
</ul>


Last night, MSC published index changes due at the August rebalance. There will be no changes to SA constituents.
The rebalance is set to take place at the end of the month on Friday the 30th.
Tomorrow after the HK close, Tencent is expected to report results for 2Q FY24.


Hang Seng TECH Index (HSTECH INDEX EQUITY)

Tencent to Report 2Q FY24 Results (What Is Priced?), MSC Index Changes for Aug Rebalance Published