Prosus

Azione

ISIN: NL0013654783

Ticker: PRX

NL0013654783

PRX

Price

Discussione su PRX

Messaggi

OneRiff

@Oneriff

1Settimana·

Fabuleus Februari, bocht Wereldhave with pricegains from Just Eat Takeaway

It all started in December, a college of mein ware in search of something to invest in. We both came independent from each to the same pick: $WHA (-0,33%)

The reason we came to the same pick was the incredible dividend of around 9%. I still had some conserns about the future of $WHA (-0,33%) but decided to buy a call option WHV C14.00 MAR21 and sold WHV P14.00 MAR21 option for 2,00

The graph looked like this when we pulled the trigger on the horizontal line:

In the days after I have also managed to acquire 40 pieces $WHA (-0,33%) whit an average price of 13,65

At the same time $TKWY (+0,43%) had announced it had sold GrubHub on which the price has risen to about 16,50 and also fallen back to 11,50. At that point after reading a lot about $TKWY (+0,43%) I decided the end of January to setup also an option strategy. I bought 2 call options TKW C12.50 MAR21 and sold 1 put TKW P14.00 MAR21. The cost of this setup -30.00

In the meantime $PRX (-3,56%) has decided it wants buy something what last Monday turned out to be $TKWY (+0,43%) . At that point Mister Market had decided to aword a incredible 2300 euro of price gain to me after closing all options and $TKWY (+0,43%) stock position.

Because of this I have decided to exercise the WHV C14.00 MAR21 call option which bought me 100 $WHA (-0,33%) stock for 1400 euro completely payed whit price gains.

Can I now say those 100 $WHA (-0,33%) where free? No matter what February was incredible for me.

Jefrey

@Jefrey

1Settimana·

Heijmans 🧗

$HEIJM (-5,56%) announced friday that it will increase their dividend from €0.89 to €1.64 💥

My buy-in in (12 euro p.s) februari 2022 is now really paying off with already 200% in returns. My YoC is now at almost 15%!!!

It was a risk i took back in the day, but with almost no debt, a good decision i took.

That, in combination with the news from today that $PRX (-3,56%) will take over $TKWY (+0,43%) for €20.30 per share, gives me the oppertunity to finally close my position in $TKWY (+0,43%) without making a loss. That was one of my worst investment decisions back in the day.

Dennis

@Dennizzle

2Mes·

Prosus Shares Fall After Tencent Labeled as Military in Nature by Pentagon

Shares of $PRX (-3,56%), Tencent's largest shareholder, fell after the Pentagon labeled the Chinese tech giant as military in nature.

In early European trading, $PRX (-3,56%) shares fell 1.75% to 35.0 euros. However, they are up 28% over the past 12 months. Tencent's U.S.-listed shares dropped almost 8% after the Pentagon announcement on Monday.

The Pentagon added a number of well-known Chinese businesses to a list of companies it identifies as military in nature, reflecting its assessment that China fuses commercial and military technology.

https://www.marketscreener.com/quote/stock/TENCENT-HOLDINGS-LIMITED-3045861/news/Prosus-Shares-Fall-After-Tencent-Labeled-as-Military-in-Nature-by-Pentagon-48695813/

#china
#tencent

www.marketscreener.comProsus Shares Fall After Tencent Labeled as Military in Nature by Pentagon

Bos

@Money_tree

2Mes·

$PRX (-3,56%) is poised for a promising short-term future, driven by strategic initiatives and financial resilience. The company has demonstrated strong performance, with a significant increase in core headline earnings and profitability in its e-commerce segment. Recent asset sales, including stakes in Swiggy and Trip.com, have bolstered its cash reserves, enabling further investments and share buybacks. Additionally, Prosus is leveraging artificial intelligence across its portfolio to enhance value creation.

The company’s robust balance sheet, with $16 billion in cash (of which $8 billion is available for new investments), positions it well to navigate macroeconomic challenges. Its focus on simplifying its structure and improving net asset value per share through share repurchase programs underscores its commitment to shareholder returns. However, challenges remain in some segments, such as Edtech, where macroeconomic pressures and AI adoption are impacting growth. Overall, Prosus’s strategic direction and operational improvements suggest continued positive momentum in the near term.

ThemenmitKopf

@topicswithhead

4Mes·

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 (-2,99%) . 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 (-3,56%)
$700 (-3,3%)
$DHER (-3,48%)
$NPN

topicswithhead.beehiiv.comProsus NV- Der Tencent Play

3 Commenti

ThemenmitKopf@topicswithhead

4Mes

still an older post therefore also in the old format

•

Dennis

@GordonGekko83

1Anno·

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 (-3,56%) 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!

5 Commenti

Enrique@Dividenden_Monteur

1Anno

Is the custody account connected via Open Banking?

••

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T7_

@T7_

1Anno·

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 (+1,32%)
NL0013654783 - Prosus $PRX (-3,56%)
FR0011648716 - Carbios $ALCRB (+2,38%)

10 Commenti

NiMe@NiMe

1Anno

i would bet on papers that present figures soon. anything else is not worthwhile for the period.

•

Visualizza tutti 2 ulteriori risposte

ThemenmitKopf

@topicswithhead

1Anno·

All my posts broken down by single share, comparisons, theory and opinions.

Newsletter & Blog

https://topicswithhead.beehiiv.com/

Structure

Individual shares:

$NVDA (-4,26%)
: The brain behind the AI cycle https://getqu.in/R8kJvx/

$CRWD (-6,88%)
: The falcon that can no longer fly? https://getqu.in/xAZJbb/

$D05 (+0,24%)
: The best bank in the world? https://getqu.in/Mv6fLf/

$HOOD (-14,44%)
: Savior of small investors or master of the silent raid?"

https://getqu.in/nZgjfh/

The venture play of the $XTP (+5,18%)
. Participation in the self-proclaimed "European Charles Schwab". https://getqu.in/T5Fc49/

$ORI (-0,99%)
The share for opis? https://getqu.in/HKAf7p/

$SNOW (-6,61%)
Is the ❄️ melting away or growing into an iceberg https://getqu.in/FundGB/

$ASML (-5,97%)
: The best technology company in Europe- The brains behind every smart chip https://getqu.in/JWXYkC/

$DDOG (-5,94%)
The pit bull of data analysis https://getqu.in/YpHawB/

$AFX (-5,18%)
: The share that catches the eye 🔍 https://getqu.in/oDGSmr/

🚜$DE (-0,62%)
: From king of the field to prince of construction? https://getqu.in/27HkzI/

$CDR (-1,55%)
: 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 (-2,15%)
: 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 (-2,47%)
: More than just indices - the secret data king of the financial markets 👑 https://getqu.in/8IdYUC/

Man and machine $MUM (-0,39%)
https://getqu.in/yk2ee7/

Genmab A/S $GMAB (-7%)
https://getqu.in/eJDAxs/

Prosus NV- The Tencent Play $PRX (-3,56%)
https://getqu.in/E8PMgz/

Futu Holdings- The Fintech Broker from China $FUTU (-3,83%)
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

23 Commenti

Ronald@AlterMann

1Anno

I have now read through all three posts thoroughly. Conclusion: I like it. Fear: It gets lost in all the spam here and you don't reach those who need it and post posts like "what do you think of XY...".

•

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@SHeming

2Anno·

What is your investing goal? The most important question you should ask yourself with investing is what are my goals with investing. Why am I doing this? If you know the answers to these questions you know what steps you should take in order to reach your goals and find the investment strategy and investment vehicles for you.

My goal is financial freedom and I would love to reach that one day and do whatever I want. Don't get me wrong, I like my day to day job in infrastructure but I would love to just take on projects which I like and be in such a financial position that I can say no to projects I don't like.

To reach that as soon as possible I'm saving as much as 60% of my monthly income and trying to invest 40% of that every month. I have a watchlist of 5 stocks ($BABA (-3,71%), $PRX (-3,56%), $VZ (+1,24%), $DJCO (-1,12%), $BRK.B (+0,14%)) and at the moment and I'm putting my money in these stocks if the prices are right for my goals. In the meantime I'm trying to increase my income via my job and sidehustles.