VOL. XCIV, NO. 247
* WIDE MOAT STOCKS COMPARISON *
NO ADVICE
Monday, December 29, 2025
Stock Comparison
Tencent Holdings Limited vs BE Semiconductor Industries N.V.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Tencent Holdings Limited
0700.HK · Hong Kong Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Tencent Holdings Limited's moat claims, evidence, and risks.
View 0700.HK analysisBE Semiconductor Industries N.V.
BESI · Euronext Amsterdam
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into BE Semiconductor Industries N.V.'s moat claims, evidence, and risks.
View BESI analysisComparison highlights
- Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 73 / 100 for Tencent Holdings Limited).
- Segment focus: Tencent Holdings Limited has 4 segments (48.3% in Value-Added Services (VAS)); BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
- Moat breadth: Tencent Holdings Limited has 6 moat types across 2 domains; BE Semiconductor Industries N.V. has 5 across 2.
Primary market context
Tencent Holdings Limited
Value-Added Services (VAS)
Consumer social platforms and digital entertainment (online games, subscriptions, virtual items, digital content)
Mainland China (core) + Global (games)
Consumers
Platform/operator + content publisher
48.3%
BE Semiconductor Industries N.V.
Die Attach (incl. advanced die placement & hybrid bonding)
Semiconductor assembly equipment - die attach & advanced die placement/hybrid bonding systems
Global
Semiconductor IDMs, foundries, and OSATs
Capital equipment OEM (back-end/advanced packaging)
81%
Side-by-side metrics
Moat coverage
Shared moat types
Tencent Holdings Limited strengths
BE Semiconductor Industries N.V. strengths
Segment mix
Tencent Holdings Limited segments
Full profile >Value-Added Services (VAS)
Oligopoly
Marketing Services
Oligopoly
FinTech and Business Services
Oligopoly
Others
Competitive
BE Semiconductor Industries N.V. segments
Full profile >Die Attach (incl. advanced die placement & hybrid bonding)
Oligopoly
Packaging & Plating
Competitive
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View the moat stocks listCuration & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.