Naspers

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

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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 (-0,21 %) . 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

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𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 27.06.2022

Hello getquin,

today we are talking about various issues, such as the abolition of abortion rights in America, but also dreaded recessions in the world. In addition, the G7 Summit is currently taking place in Germany, where many current topics are being discussed, including the food shortage.

𝗘𝘂𝗿𝗼𝗽𝗮🌍:

1st G7 Summit in Garmisch-Partenkirchen

After the end of the pandemic, the global economy was supposed to finally pick up this year. But at the moment, fear of a recession is taking the place of optimism. The shock caused by the conflict in Ukraine poses a long-term threat to the global economy.

A plan by the U.S. government to set an international price limit on Russian oil is being discussed at the G7 summit. However, the main goal here is to increase the impact of sanctions against Moscow.

The G7 countries have few options left when it comes to boosting the global economy. The following is a warning from economist Alexander Kriwoluzky of the German Institute for Economic Research: "There is a real risk of falling into a protracted recession. A significant downward spiral could be set in motion by political dangers."

More on the summit at Special and here: https://bit.ly/3QRotpJ

𝗔𝗺𝗲𝗿𝗶𝗸𝗮 🌏:

2. financial support from U.S. corporations for abortion.

Following Friday's U.S. Supreme Court decision to overturn the landmark Roe v. Wade ruling, many U.S. corporations have acted quickly to offer support and financial assistance to employees seeking abortions in states that have banned the procedure.

Faced with the possibility that millions of women may soon cross state lines to have the procedure, many employers have included "critical health care" in their benefits packages.

The measures in some cases reflect the increased responsibility companies now feel to respond to pressure from investors, customers, and employees when company values do not comply with the laws of the states in which they or their employees are located.

Click here for Insights: https://bit.ly/3u5HHhM

𝗔𝘀𝗶𝗲𝗻 🌏:

3. Russia does not pay investors

For the first time since the Bolshevik Revolution more than a century ago, Russia is on the verge of bankruptcy. On Sunday evening, some investors in Taiwan expressed their dissatisfaction that they have not yet received the agreed-upon interest payments on their Russian government bonds. A grace period has already passed. If speculation is true that Russia cannot pay these back, it would be the FIRST default on foreign debt since 1918.

More on this topic here: https://bit.ly/3A9gqii

𝗦𝗽𝗲𝘇𝗶𝗮𝗹:

4. what is the G7 summit?

The G7 Summit is a gathering of 7 nations which are Canada, France, Germany, Italy, Japan, the United Kingdom and the United States of America to discuss the current important issues. One of these issues is the Ukraine war and its consequences. G7 stands for Group of Seven, where 7 stands for the 7 most important industrialized nations.

How do we know that? https://de.wikipedia.org/wiki/G7

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Time: 16:45 CEST

𝗙𝘂𝗻 𝗙𝗮𝗰𝘁:

Did you know that there is an ATM at McMurdo Antarctica Station?🧊