Overview
- A Bloomberg poll of 39 analysts projects Tencent's fourth-quarter revenue at 194 billion yuan, up 13% year on year, with IFRS profit of 55 billion yuan, up 7%.
- Tencent reports Wednesday after the market close, while Alibaba posts Thursday after Hong Kong trading ends.
- Analysts expect Alibaba revenue of 289.8 billion yuan for the quarter, a 3.4% increase from a year earlier.
- Alibaba's adjusted earnings per share are forecast at 12.35 yuan, compared with 4.36 yuan in the previous quarter.
- Coverage notes rising interest in open-source AI agents such as OpenClaw in China, and the South China Morning Post discloses it is owned by Alibaba.