Shorting Tencent Versus TSMC Has Been a Winning Trade

The video discusses a trade involving two major stocks in the Asia M Tech sector, Tencent and Taiwan Semiconductor. Tencent faced challenges in the third quarter due to a profit drop and strict Chinese regulations on online gaming. Meanwhile, Taiwan Semiconductor is expected to gain market dominance despite industry warnings. The video explores differing investor opinions on the future of these stocks, highlighting Tencent's current affordability and TSMC's earnings visibility.

What was the percentage gain from the trade involving two major Asia M Tech stocks in the third quarter?

• 34%

• 54%

• 94%

• 74%

What significant event affected Tencent's performance in the third quarter?

• A new product launch

• A profit increase

• China's strict online gaming regulations

• Expansion into new markets

How is TSMC expected to perform despite industry warnings?

• It will lose market share

• It will maintain its current position

• It will face a profit drop

• It will gain market dominance

What is a major concern for investors regarding Tencent?

• Its exposure to China

• Its lack of innovation

• Its declining market share

• Its high valuation

Why might investors consider Tencent a good deal currently?

• It is expanding into new regions

• It has a high growth rate

• It is relatively cheap since 2004

• It has a strong market presence