Our largest stock holding (Tencent) in PAI since we last talked about was around $148 HKD per share, now its around $174 HKD per share.
This gives it a market cap of around $285.6 billion AUD, a company that leads in messenger and gaming and rivals Alibaba and Amazon in terms of market cap.
PAI is heavily undervalued given Tencent has rallied quite strongly.
Our largest stock holding (Tencent) in PAI since we last talked...
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