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巴克莱:与亚洲可持续发展先驱腾讯控股的炉边谈话

2025-05-26 巴克莱银行 测试专用号1普通版
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Barclays HostsDave Dai, Asia-Pac Head of Sustainable Investing ResearchRoanna Chau, Asia Credit ResearchEvent DescriptionFounded in 1998, Tencent Holdings Limited (Tencent) is a leading provider of internet valueadded services (VAS) in China. The companyofferscommunication and social platforms(Weixin/Wechat and QQ), games (Tencent Games), video platforms (Tencent Video/WeixinVideo Accounts), payment (WeChat Pay), and cloud computing services (Tencent Cloud).The company is committed to the vision and mission of "Value for Users, Tech for Good",with its ESG and business strategy prioritising users, industries, and society.Relevant ResearchChina HG Corporates: TMTs: Latest exemptions - this is not over (14 April 2025)China HG Corporates: TMTs: Thoughts on highertariffs(3 April 2025)China TMTs: Greeneffortswith room to strengthen amid digital boom (26 November 2024)Meet the Analysts Dave is Asia-Pac Head of Sustainable Investing Research atBarclays. He joined Barclays’ global Sustainable InvestingResearch team in 2022 from Tian Lun Gas, one of China’sleading natural gas companies, where he was the ChiefStrategyOfficerand Head of ESG. Prior to that, Dave spent13 years covering Asian new energy and utilities as a sell-side equity analyst, including seven years at Credit Suisse,as well as Daiwa Capital Markets and CLSA. At CreditSuisse, he led the utilities team to receive a Top 3 rankingfor the All-Asia Institutional Investor poll consistentlyduring 2017-2019; on the corporate side, he helped TianLun Gas achieve a Top 3 among ESG programs inInstitutional Investor’s All-Asia Executive poll in 2021. Davegraduated from the University of Toronto in Canada andhas been a CFA charterholder since 2009.Roanna Chau is a Vice President and research analyst inthe Asia credit research team covering China corporates.Prior to joining Barclays in 2023, she was an investmentanalyst at Ping An of China Asset Management and a creditanalyst at HSBC Global Research, covering a range ofcredits in the Asia ex-Japan dollar bond market. Roannaholds a master's degree with a major in management fromImperial College Business School and a Bachelor’s (BAGeography) degree from King's College London. View Analyst Page Dave Dai, CFA(i)+852 2903 2655Barclays Bank, Hong KongThis event is intended for Barclays institutional investor clients only. This event is strictly and solelyfor the benefit of the intended recipients. Please do not forward this invitation to any other partywithout written consent from Barclays Research. Barclays' Investment Bankers are prohibited fromattending this event. Participant comments are not for attribution.If your firm is in-scope for research unbundling under MiFID II and you require further informationregarding pricing to participate in this Barclays Research content event, please contact your salesrepresentative. For FICC clients this Event will qualify as Level 3This document is intended for institutional investors and is not subject to all of the independence anddisclosure standards applicable to debt research reports prepared for retail investors under U.S. FINRARule 2242. Barclays trades the securities covered in this report for its own account and on adiscretionary basis on behalf of certain clients. Such trading interests may be contrary to therecommendationsofferedin this report.(i)This author is a debt research analyst in the Fixed Income, Currencies and Commodities Researchdepartment and is neither an equity research analyst nor subject to all of the independence anddisclosure standards applicable to analysts who produce debt research reports under U.S. FINRA Rule2242.Any views or opinions by Barclays research analysts have been previously published in researchreports available to our clients on Barclays Live.For analyst certifications and important disclosures including, where applicable, foreignaffiliatedisclosures, and the date and time when the production of each recommendation was completed andfirst disseminated, please refer to the full document(s) included in this email or go to our Researchportal on Barclays Live. To access conflict of interest disclosures relating to issuers covered byBarclays Research, please see https://publicresearch.barclays.com.Barclays Events Terms of Service | Barclays Events Privacy NoticeDisclaimer:BARCLAYSThis communication has been prepared by Barclays.“Barclays” means any entity within the Barclays Group of companies, where “Barclays Group” meansBarclays Bank PLC, Barclays PLC and any of their subsidiaries,affiliates,ultimate holding companyand any subsidiaries oraffiliatesof such holding company.CONFLICTS OF INTERESTBARCLAYS IS A FULL SERVICE INVESTMENT BANK. In the normal course ofofferinginvestment bankingproducts and services to clients, Barclays may act in several capacities (including issuer, marketmaker and/or liquidity provider, underwriter, distributor, index sponsor, swap counterparty andcalculation agent) simultaneously with respect to a product, giving r