Since the beginning of the year, analysts have lowered their profit estimates for the 50 largest listed companies in Europe by almost four percent. This is according to data from the financial specialist Bloomberg.

One of the main reasons for this is the tariffs imposed by US President Donald Trump Trump and the associated uncertainty. Tariffs make products more expensive, making them less affordable for end customers. In addition, the recent euro exchange rate against the dollar is affecting companies. This makes products sold in the dollar zone more expensive and less competitive. In addition, turnover and profits are reduced as soon as companies convert their dollar earnings into euros and report them on their balance sheets.

But there are exceptions. For five companies in the European Stoxx 50 share index, analysts have increased their profit forecasts for the current financial year by at least five percent since the beginning of the year. by at least five percent - for one group by as much as 15 percent.

Handelsblatt profiles the shares of these companies with a view to their business prospects, their stock market valuation and their share price potential.

The candidates are:

$PRX (+0,56 %) - Prosus | 20 analysts per buy / 4 hold

$CFR (+0,9 %) - Richemont | 17 buy / 16 hold / 1 sell

$NOVN (+0,93 %) - Novartis | 9 buy / 15 hold / 5 sell

$SAP (+0,52 %) - SAP | 25 buy / 6 hold / 3 sell

$IBE (+0,44 %) - Iberdrola | 12 buy / 19 hold / 2 sell

The detailed analysis is available here (€):

https://hbapp.handelsblatt.com/cmsid/100124777.html

Source: Handelsblatt, 09.05.25

Prosus NV- The Tencent Play

Prosus NV is a Dutch technology investment company founded in 2019 through the spin-off from South African media group Naspers. The company focuses on investing in high-growth technology companies, with a particular focus on e-commerce, online classifieds, fintech and education technology.

Historical development

Prosus was born out of Naspers' strategic goal to bundle its international internet holdings into a stand-alone company. The IPO in 2019 on Euronext in Amsterdam catapulted Prosus to become the largest listed technology company in Europe.

Business model and core competencies

Prosus' business model is based on long-term investments in promising technology companies. The company's core competence lies in identifying, supporting and scaling innovative business models. In addition to capital, Prosus also provides its investments with expertise and access to a global network.

The most important investments include

• Tencent: Leading technology company in China
• Delivery Hero: Global provider of food delivery services
• PayU: Fintech company for payment solutions
• OLX Group: International platform for classified ads

(Here is a picture that Getquin does not want to accept)

Future prospects and strategic initiatives

Prosus continues to focus on high-growth markets, particularly in Asia and Latin America. The focus is on high-potential sectors such as e-commerce, fintech and edtech. A key strategic measure is the ongoing share buyback program, which aims to reduce the discount between the stock market value and the intrinsic value of the investments.

Market position and competition

As one of the world's largest technology investment companies, Prosus is in direct competition with other global technology giants such as $9984 (+1,02 %) . However, the company has a clear competitive advantage due to its strong presence in emerging markets and its broad geographic focus.

Total Addressable Market (TAM)

Prosus' addressable market (TAM) is huge, as the company is active in various industries and regions. The global e-commerce market is expected to reach USD 16.6 trillion by 2027. The fintech industry is forecast to reach a market volume of 699 billion US dollars by 2030.

Share performance

Since its launch, the Prosus share has recorded a volatile but overall positive performance. In the last 12 months, the TR was 45%, while the TR over three years is 17.1%. .

Despite the growth, the share continues to trade at a significant discount to its net asset value. The current market capitalization of around €90 billion is approximately 20% below the value of the holdings, offering a potentially attractive opportunity for value investors.

For the development (company figures), a better view and more, check out the free blog : https://topicswithhead.beehiiv.com/p/prosus-nv-der-tencent-play

$PRX (+0,56 %)
$700 (+0,42 %)
$DHER (-0,92 %)
$NPN

A question for the specialist staff.

How do I get "incorrect transactions" deleted or how can I write them off? Both have a value of zero. I have tried with one of them. Securities $PRX (+0,56 %) A whole 0.00000000408 shares should be removed.

The value was in my TR custody account, but when I address this, getquin warns me not to do this. In addition, a value greater than zero is required, but the stuff is in there with zero. I can't check it right now 😆

Many thanks in advance and a happy new year to everyone!

Hey guys,

I'm a student myself and I'm very interested in stocks and investments in general.

We have a project at our school called PlanSpiel Börse.

At the end of the day, each participating team receives a stock demo portfolio, on which they can play around with €50,000 for six months. The team that achieves the highest return at the end wins the "game" and a prize.

I'm not after the prize, as someone will probably get lucky with penny stocks anyway - so it's unrealistic.

I'm just interested in which stocks you would rate as very interesting in the short term and why. I'm more interested in long-term investments, so I think it would be interesting to hear other perspectives and thoughts on the subject.

In the game you can only trade shares, without leverage (!) and each share may reach a maximum investment volume of €10,000 (!).

The game has been running for about a month now and we are up around 20%, but there is now a strong sideways movement, which is why I would like to restructure to 5 new stocks that could potentially break through the ceiling in the next few weeks.

You are welcome to give me a few tips, I would be happy to receive suggestions.

Thank you very much!

PS:

What do you think of these stocks?

KYG6427A1022 - NetEase $9999 (+0 %)
NL0013654783 - Prosus $PRX (+0,56 %)
FR0011648716 - Carbios $ALCRB (+5,64 %)

Newsletter & Blog

https://topicswithhead.beehiiv.com/

Structure

• Individual shares:

$NVDA (+3,19 %)
: The brain behind the AI cycle https://getqu.in/R8kJvx/

$CRWD (+2,04 %)
: The falcon that can no longer fly? https://getqu.in/xAZJbb/

$D05 (+0,63 %)
: The best bank in the world? https://getqu.in/Mv6fLf/

$HOOD (+5,09 %)
: Savior of small investors or master of the silent raid?"

https://getqu.in/nZgjfh/

The venture play of the $XTP (+0,11 %)
. Participation in the self-proclaimed "European Charles Schwab". https://getqu.in/T5Fc49/

$ORI (+0,77 %)
The share for opis? https://getqu.in/HKAf7p/

$SNOW (+0,9 %)
Is the ❄️ melting away or growing into an iceberg https://getqu.in/FundGB/

$ASML (+1,26 %)
: The best technology company in Europe- The brains behind every smart chip https://getqu.in/JWXYkC/

$DDOG (+0,99 %)
The pit bull of data analysis https://getqu.in/YpHawB/

$AFX (+1,32 %)
: The share that catches the eye 🔍 https://getqu.in/oDGSmr/

🚜$DE (+2,46 %)
: From king of the field to prince of construction? https://getqu.in/27HkzI/

$CDR (+2,77 %)
: Of sorcerers and cyberpunks - the masters of the digital worlds 🏙️ https://getqu.in/dYjIcI/

🏎 $FWONK
: Pole position in the business of high-speed spectacle 🏁https://getqu.in/lY15B7/

💶$AMUN (+1,98 %)
: Europe's financial architect - Is he building the most solid fortunes? 🏗️ https://getqu.in/Erlpxb/

$IVSA
AB: A Swedish investment powerhouse with vision https://getqu.in/kI1lgD/

📊$MSCI (+1,28 %)
: More than just indices - the secret data king of the financial markets 👑 https://getqu.in/8IdYUC/

Man and machine $MUM (-1,07 %)
https://getqu.in/yk2ee7/

Genmab A/S $GMAB (+2,15 %)
https://getqu.in/eJDAxs/

Prosus NV- The Tencent Play $PRX (+0,56 %)
https://getqu.in/E8PMgz/

Futu Holdings- The Fintech Broker from China $FUTU (-0,8 %)
https://getqu.in/2CfdRy/

• Compare

⚡ Gas giants of the future: Who will lead the energy race? 🏁

https://getqu.in/Mo9cBz/

✨ Who is the beauty king? A look at the stars of the cosmetics stocks ✨ https://getqu.in/C9QiOo/

🌐 Stock market battle: Deutsche Börse, ICE, Euronext, NASDAQ - who dominates trading? 📊 https://getqu.in/7mcYEJ/

⚙️ Giants of industry: Siemens, Schneider Electric, GE & ABB in a power comparison 💪https://getqu.in/iL6sJ3/

✈️ Aviation titans compared: Airbus, Boeing, Embraer - who will take off? 🚀https://getqu.in/Xfmo8G/

🍽️ Giants at the dinner table: Nestlé, Unilever & Co. - Who serves up the biggest success?

https://getqu.in/uymSw7/

Haute Finance: LVMH,Richemont ,Kering and Hermès - The stock market défilé of the luxury giants https://getqu.in/HmleWd/

Celsius Holdings vs Monster Beverage. Who is the better buy for the future? https://getqu.in/mQIVSZ/

Number crunchers of the financial world: Moody's vs. S&P in a data duel https://getqu.in/s5l7qm/

💳 The card game of the giants: Visa, Amex, Mastercard - who will win the payment poker? 🃏https://getqu.in/Qb7UAo/

⛏️ Titans of the deep: Rio, Glencore, BHP, Vale - Who will dig up the biggest profit? 💎

https://getqu.in/uIEqga/

Hardware of data: Arista, Cisco, Juniper and HPE in the infrastructure race https://getqu.in/dHfciF/

• Theory

Money today or tomorrow?

https://getqu.in/7X7k7d/

Annuity

https://getqu.in/O4CZOt/

Bond valuation

https://getqu.in/jdTpi5/

Stock valuation

https://getqu.in/Hz1pO7/

Market efficiency

https://getqu.in/n501WU/

Portfolio theories

https://getqu.in/L6ej80/

• Opinion

Why domestic ETF providers are worth considering

https://getqu.in/5nb3cO/

Diabetes injection. Miracle cure or economic injection? https://getqu.in/xc3C7R/

#investing
#stockanalysis
#dividends
#etfs