Prosus « Terug naar discussie overzicht

Prosus in 2022

5.816 Posts, Pagina: « 1 2 3 4 5 6 ... 33 34 35 36 37 38 39 40 41 42 43 ... 287 288 289 290 291 » | Laatste
Stephanus1987
1
Voor de instappers; wacht eerst de US even af; als daar de markten tanken wil je er nu niet in. Die 2% wat je dan laat liggen verdien je wel weer terug.
Majogo
0
Ik bezit aandelen Prosus (voor de (echte) lange termijn) en ik snap niet waarom mensen hier zo pessimistisch zijn. Fundamenteel is Prosus ontzettend sterk. Het is een gezond bedrijf, ze maken dikke winsten en deze winst groeit ook nog eens erg sterk per jaar. De koers/winst verhouding is ver onder de markt en daar is (long-term) geen goede reden voor.

Lekker bijkopen dus!
Betweter
0
quote:

Stephanus1987 schreef op 22 februari 2022 09:47:

Voor de instappers; wacht eerst de US even af; als daar de markten tanken wil je er nu niet in. Die 2% wat je dan laat liggen verdien je wel weer terug.
Te laat.
Verleidingen zijn er om soms te pakken.
Nog ruimte voor een eventuele verdere dip.
Mill91
0
quote:

Snovkov schreef op 22 februari 2022 11:13:

Ik kon het niet laten en heb nog flink bijgekocht.
Waarom? Is dit niet overgewaardeerd?
The Third Way...
3
Bloomberg vandaag:

Tencent Holdings Ltd. denied online speculation that it’s facing a major regulatory crackdown, issuing an unusually aggressive public response after fears of more tech-sector restrictions tanked markets on Monday.

Zhang Jun, Tencent’s head of public relations, disputed a widely circulated post that suggested the company would weather another heavy blow from regulators in the near future.

The account carrying the rumor has since been suspended, Zhang said on his semi-public WeChat feed.

“Ask me next time, at least that’s more legit. And I’m not afraid of going on record,” Zhang said, poking fun at the post citing an anonymous Tencent employee.

Before its removal, the post was widely shared on Chinese social media and stock-trading forums.

It hinted at another big step in China’s internet crackdown, without providing specifics. Tencent closed 5.2% lower on the day.

Chinese technology shares had their worst two-day drop since July due to renewed fears Beijing may roll out more restrictions for private enterprise.

Traders pointed to everything from regulatory warnings over the weekend about scams in the metaverse — a virtual-reality based social media concept — to unsubstantiated talk about more curbs on the gaming industry. Tencent is a leader in metaverse development.

On Monday, a screenshot detailing the alleged new gaming curbs made waves on China’s internet.

But Wang Guanran, an analyst with Citic Securities, clarified that the content was originally posted by him last year when regulators hosted study sessions on gaming regulations.

“I didn’t post anything today,” he said on his WeChat. The screenshot flagged more oversight of violent genres and concepts like anime and religion and limits on player spending on loot boxes.
The Third Way...
0
Tencent is the world's tenth most valuable company as of Thursday.
The company's rise comes as Meta's stock slide saw it fall out of the top ten list.
It's the only company from mainland China on the list which is otherwise dominated by Silicon Valley.

It's the only company from mainland China on the list; the only other Asian company in the top ten is chip giant Taiwan Semiconductor Manufacturing Company (TSMC), worth $600.3 billion.

www.msn.com/en-sg/money/topstories/ch...
Belangstellende
0
@ Sjoerd aktetas: Ik heb het interview beluisterd. Bob van Dijk praat herhaaldelijk over investeringen op de lange termijn. Zoals Majogo hier eerder zei: Echt een aandeel voor de lange termijn (5-10 jaar).
rrobin
0
Zeker voor de lange termijn als je kijkt naar Delivery Hero die verwachten dit jaar EBITDA positief te zijn. Als dat de komende jaren bij meerdere bedrijven gebeurt waarin ze geinversteerd hebben gaat het zeker goed komen met dit aandeel.
Leuk_en_aardig
0
zwaar oversold op de daily en raakt de bodem van 2019. Voor mij reden om in te stappen :-)
biglion
0
quote:

Leuk_en_aardig schreef op 22 februari 2022 16:12:

zwaar oversold op de daily en raakt de bodem van 2019. Voor mij reden om in te stappen :-)
>>>>>>>>>>>>>>>>>>

Dat is wel leuk en aardig maar eerst een hogere bodem en hogere top zien van de voorlaatste dag geeft wat meer zekerheid.
Maar misschien heb je achteraf gezien nu wel gelijk.

Succes.
HaBe
1
Aandeelhouders Philips ontevreden met halvering salaris topman. Frans van Houten verdiende vorig jaar €3,1 mln. Dat is minder dan de helft van zijn beloning van €6,4 mln over 2020.

Wat zou een passende beloning zijn voor Bob? In 2021 kreeg hij €15,0 mln

Zullen we het positief afronden naar Euro 150.000,- daar met je wel van rond kunnen komen.
Financiator
13
Hier een antwoord van Prosus om mijn zorgen over het creeren van aandeelhouderswarden van enkele dagen geleden:

Hi Peter,



Thank you for your email. We share your frustration with the share price falling over the past year. We believe the decline has been caused by several factors combining, most of which has been largely out of our control.



First, Covid had a significant impact on many of our businesses, and in most cases we have seen performance normalize as we adapted well to the implications of the pandemic.



Second, the value of our largest investment, Tencent, has fallen from a peak of HK$750 to below HK$450 mainly due to investor concerns on the impact of a broad range of new regulations introduced by the Chinese regulators. We believe Tencent is adapting well and are confident it will reaccelerate growth over the coming years, from which we will benefit.



Third, after many years, the interest rate cycle has turned in the US and Europe. This has led to very significant shift in sector allocation (rotation) by fund managers away from growth (and especially earlier stage) companies. We have seen many of our peers in Classifieds, Food delivery, Fintech and Edtech fall over 50% in value recently. We have seen these cycles many times before and, while very painful at the time, we expect the attractions of growth companies to reassert over time and return to favour, which once again will benefit us and drive shareholder value over the long-term.



Fourth, we own many companies in emerging markets and there are ongoing geopolitical events that have impacted confidence in markets like Russia where we have been active for many years. Again, we have seen these cycles many times and are well diversified.



In short, we faced very significant headwinds over the last year, but we remain confident in our ability to emerge stronger over coming years. We have built a portfolio of strong, attractive businesses with significant potential for growth and profitability over the long-term. We are well capitalized with over $10bn of gross cash to deploy and we have a clear strategy to deliver attractive returns for shareholders over coming years.



Regards,

Prosus IR
Financiator
0
quote:

The Third Way... schreef op 22 februari 2022 19:37:

ABtje Peter...
Zeker, maar je krijgt ten minste een fatsoenlijk antwoord, ik had niet anders qua verhaal verwacht, maar wel netjes, en belangrijker ik heb zelf veel vertrouwen in Tencent voor de lange termijn....
Gunther
1
And Fifth we have reduced the total payments to our board of directors as a benchmark research concluded we have significantly overpaid our board.
Jinxter
1
quote:

Mill91 schreef op 22 februari 2022 13:08:

[...]
Waarom? Is dit niet overgewaardeerd?
Lees de post van finaciator van vandaag eens, wellicht ben je dan iets meer gerust.

Tordan
0
quote:

Financiator schreef op 22 februari 2022 18:31:

Hier een antwoord van Prosus om mijn zorgen over het creeren van aandeelhouderswarden van enkele dagen geleden:

Hi Peter,



Thank you for your email. We share your frustration with the share price falling over the past year. We believe the decline has been caused by several factors combining, most of which has been largely out of our control.



First, Covid had a significant impact on many of our businesses, and in most cases we have seen performance normalize as we adapted well to the implications of the pandemic.



Second, the value of our largest investment, Tencent, has fallen from a peak of HK$750 to below HK$450 mainly due to investor concerns on the impact of a broad range of new regulations introduced by the Chinese regulators. We believe Tencent is adapting well and are confident it will reaccelerate growth over the coming years, from which we will benefit.



Third, after many years, the interest rate cycle has turned in the US and Europe. This has led to very significant shift in sector allocation (rotation) by fund managers away from growth (and especially earlier stage) companies. We have seen many of our peers in Classifieds, Food delivery, Fintech and Edtech fall over 50% in value recently. We have seen these cycles many times before and, while very painful at the time, we expect the attractions of growth companies to reassert over time and return to favour, which once again will benefit us and drive shareholder value over the long-term.



Fourth, we own many companies in emerging markets and there are ongoing geopolitical events that have impacted confidence in markets like Russia where we have been active for many years. Again, we have seen these cycles many times and are well diversified.



In short, we faced very significant headwinds over the last year, but we remain confident in our ability to emerge stronger over coming years. We have built a portfolio of strong, attractive businesses with significant potential for growth and profitability over the long-term. We are well capitalized with over $10bn of gross cash to deploy and we have a clear strategy to deliver attractive returns for shareholders over coming years.



Regards,

Prosus IR
Netjes, zo,n reactie. Ik heb het bij andere bedrijven wel eens veel minder meegemaakt.
GroG b.
0
Ik ben blij dat ik in het verleden niet heb gekocht. Prosus staat al een tijdje op mijn watchlist.
Binnenkort wellicht maar eens op het doel schieten....
5.816 Posts, Pagina: « 1 2 3 4 5 6 ... 33 34 35 36 37 38 39 40 41 42 43 ... 287 288 289 290 291 » | Laatste
Aantal posts per pagina:  20 50 100 | Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Detail

Vertraagd 9 aug 2022 17:35
Koers 62,770
Verschil -1,190 (-1,86%)
Hoog 64,040
Laag 62,680
Volume 1.406.677
Volume gemiddeld 3.013.969
Volume gisteren 1.523.032

Brussel real time stocks quotedata by Euronext. Other real time EU stocks, by Cboe Europe Ltd.; US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: Infront