Beursonline.nl

anoniemus 2 september 2022 11:44

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Tencent Hong Kong vandaag flink gestegen.

Asahelfrost 2 september 2022 11:46

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Wat inside actie qua nieuws: www.prosus.com/news/changes-to-direct...

Asahelfrost 2 september 2022 11:57

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Wat nieuws over het lopend onderzoek / beoordeling van de cci naar de billdesk overname :https://www.google.com/amp/s/wap.business-standard.com/article-amp/companies/4-7-bn-billdesk-deal-prosus-backed-payu-gets-show-cause-notice-from-cci-122082800937_1.html
Zo te zien kan het nog even duren

Snovkov 2 september 2022 12:00

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quote:
kassa! schreef op 2 september 2022 10:59:
[...]

Geen idee, staat me iets bij dat een forumlid het had over een onderwaardering tov de NAV van 10-tallen procenten.

Dus tencent koopt eigen aandelen in met flinke korting
Intrinsiek waarde tencent stijgt daardoor
Intrinsieke waarde prosus stijgt daardoor
Prosus koopt eiegen aandelen goedkoop in en dat blijft goedkoop zo lang naspers verkoopt
Als die prosus aandelen geschrapt worden stijgt weer de intrinsieke waarde van prosus
Uiteindelijk stopt naspers met inkopen
Prosus prijs stijgt dan pas mits tencent niet enorm zakt
Tencent staat echter al laag, koers heeft ook nog een korting op intrinsieke waarde tencent en intrinsieke waarde tencent stijgt door inkoop.
De kans dat tencent dus diep wegzakt lijkt dus klein tenzij ze grote desinvesteringen/gift moeten doen die heel veel verlies van intrinsieke waarde opleveren.

Ik zit er veel te diep in maar blijf toch zitten

Snovkov 2 september 2022 12:05

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Als de impact van de aandelenprogramma's niet zo groot is (en dat was toch substantieel) blijft slechts de langetermijn winstgevendheid en het resultaat van de desinvesteringen over. Ook dan blijft wat mij betreft tencent met evt. investeringen in het buitenland een sterk monopolie bedrijf.

[verwijderd] 2 september 2022 12:13

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quote:
Snovkov schreef op 2 september 2022 12:00:
[...]

Dus tencent koopt eigen aandelen in met flinke korting
Intrinsiek waarde tencent stijgt daardoor

Zolang ze meer aandelen uitgeven dan inkopen schiet dat niet op.

Kij voor de gein maar eens naar deze lijst

www.tencent.com/en-us/investors/annou...

In April bv stonden er minder aandelen uit dan nu.

Snovkov 2 september 2022 12:53

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Blijft toch moeilijk te volgen :(
Bonus van toppers hangt er toch schijnbaar ook een deel van af

Discount to net asset value

To increase net asset value per share, this year we initiated an open ended repurchase programme of Naspers and Prosus shares. This builds on earlier actions including the repurchasing US$10bn in shares over the past two years. The current repurchase programme at a Prosus level will be funded by an orderly, on-market sale of Tencent shares held by the group, while repurchases at a Naspers level, will be funded by the sale of Prosus shares, subject to the requisite approval being obtained from the South African Reserve Bank. We believe this will generate significant value for our shareholders over a sustained period. In addition, our management team has been incentivised to reduce this discount for the long-term value creation of the group.

Hopper58 2 september 2022 12:58

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quote:
kassa! schreef op 2 september 2022 10:19:
[...]

Ok. Mijn multi-tasking capaciteiten nemen af. Zal het nog een keer lezen.

Maar als deze donkere wolken boven Tencent hangen dan begrijp ik niet dat Tencent er de laatste maand zo goed bij ligt.

www.google.com/finance/quote/0700:HKG...

Zouden de gewone Chinezen hier zelf van op de hoogte zijn?

Asahelfrost 2 september 2022 13:15

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Wat achtergrond informatie over de 100 billion bijdrage aan goede doelen.
www.fool.com/investing/2021/09/27/did...

Hopper58 2 september 2022 13:17

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Nog eens nagelezen: die 100 miljard Yuan is wel over verschillende jaren. Zou zonder druk van buitenaf zijn (geloof ik geen snars van). Ik blijf voorgoed weg uit Prosus.

“We have repeatedly made clear publicly that our RMB 100 billion commitment towards our sustainable development initiative is a multiyear initiative that is separate from our investment decisions,” they said.

“We don’t have any target amounts for divestments. We have always invested with the goal of generating strong returns for our company and shareholders, not according to any arbitrary timeline or target. Nor have we received any external pressure regarding our investment portfolio,” they added."

Hopper58 2 september 2022 13:20

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quote:
Asahelfrost schreef op 2 september 2022 13:15:
Wat achtergrond informatie over de 100 billion bijdrage aan goede doelen.
www.fool.com/investing/2021/09/27/did...

Ah het was dus oud nieuws dat al in de vergeethoek zat.

Snovkov 2 september 2022 14:34

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Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at www.ft.com/tour.
https://www.ft.com/content/5a7726d9-6c96-459b-b654-361685e7ca16

Tencent turns from buyer to seller in investment pivot
Chinese internet giant plans $15bn of disposals this year as pressure mounts from investors and regulators

Tencent has spent years amassing investments in a multitude of companies at home and abroad, with its listed portfolio currently worth $88bn © Tingshu Wang/Reuters
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Cheng Leng, Qianer Liu and Eleanor Olcott in Hong Kong AUGUST 31 2022
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Chinese internet titan Tencent is pivoting from years of aggressive stakebuilding to a focus on divestments as it comes under pressure from investors and Beijing’s recent antipathy towards Big Tech.

As part of an important shift in strategy, the company has outlined a soft target of divesting about Rmb100bn ($14.5bn) of its $88bn listed equity portfolio this year, according to two people familiar with the matter. This would take place depending on market conditions and internal profit targets.

Partial divestments in large Chinese companies such as food delivery service Meituan were in the pipeline, the people said. Meituan was not a top priority for share sales owing to its strong performance, but cutting its stake could help reduce pressure on Tencent from the anti-monopoly regulator, the people said.

A crackdown that began in 2020 has led to nearly 100 deals involving Alibaba and Tencent coming under antitrust scrutiny from Chinese regulators, reversing Beijing’s once laissez-faire approach towards the country’s vast internet sector.

Investors have also pressured the company to divest underperforming assets, a third person with direct knowledge of the matter said, as China’s zero-Covid policies and property crisis batter the economy.

Tencent reported its first decline in quarterly revenues in August, driven by weak advertising and games sales, marking a departure from the days of double-digit growth in its internet businesses that had fuelled the company’s aggressive investment strategy.

Its new approach was not driven by any urgent need for cash, and sale proceeds could be distributed in a variety of ways, including special dividends for shareholders, share buybacks and bonuses for employees, the people said. Two employees who did not wish to be named said they had started receiving stock dividends this year in the form of JD.com shares.

Proceeds in 2022 would contribute to two batches of funds planned by Tencent that will be based on themes espoused by Beijing, including sustainable social values and common prosperity, two of the people said. Tencent promised last year to raise Rmb100bn to support rural revitalisation and help increase earnings for low-income groups in a move that was in step with Beijing’s call for greater corporate social responsibility.

Tencent responded: “We have repeatedly made clear publicly that our Rmb100bn commitment towards our sustainable development initiative is a multiyear initiative that is separate from our investment decisions. There is no timeline for contributions to this fund, which will be made over time, and are not determinative of our investment decisions.”

While Tencent has already begun its divestment drive, one person said the investment team was still deliberating which stakes could be reduced in non-core businesses and at what target price. The Shenzhen-based group owns more than 10 per cent of six large tech companies listed in China and is the biggest investor in Meituan, short-video sharing app Kuaishou and popular question-and-answer site Zhihu.

Snovkov 2 september 2022 14:38

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https://www.ft.com/content/5a7726d9-6c96-459b-b654-361685e7ca16

In January, it offloaded more than $3bn worth of shares in Singaporean internet conglomerate Sea. Last year, Tencent gave out $16.4bn worth of stakes in ecommerce player JD.com to shareholders as a dividend in a surprise move that some saw as the start of the strategy pivot.

Tencent added: “We don’t have any target amounts for divestments. We have always invested with the goal of generating strong returns for our company and shareholders, not according to any arbitrary timeline or target. Nor have we received any external pressure regarding our investment portfolio. In fact, our most recent divestments, JD.com and Sea, were overperforming and generated many multiples on our initial investment. We will continue to make decisions independently and in the best interest of our shareholders over the long term.”

Despite the switch in strategy, Tencent was expected to continue to invest overseas and in strategic growth areas, including enterprise software, video services and the games industry, though more selectively than before, said Fitch Ratings analysts Kelvin Ho and Jia Wen in a report in May.

PabloJa 2 september 2022 15:09

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Daarbij komt ook nog $3+ miljard dollar binnen komend jaar voor de verkoop van Blizzard als het goed gaat.

Hopper58 2 september 2022 16:35

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Gevonden op MarketWatch. Let op het totaal bedrag: 14,5 miljard $ = 100 miljard Yuan:

"3 Big Stocks Tencent Could Sell Off Soon

Tencent holds stakes in a multitude of companies

18h ago · By Eddie Pan, InvestorPlace Assistant News Writer

Tencent (TCEHY) may divest $14.5 billion of its $88 billion investment portfolio.

Companies at risk of sale include Nio (NIO), JD.com (JD) and Pinduoduo (PDD)."

investorplace.com/2022/09/3-big-stock...

Pikipiki 2 september 2022 18:46

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Wat een bizar aandeel is dit. Naspers stijgt bijna 4%. Tencent stijgt al dagen in een negatieve HK markt. Prosus perst er vandaag met moeite een plusje uit. Bob the Boss verkocht wat aandelen Prosus… Naspers verkoopt Prosus aandelen… Prosus verkoopt Tencent… Wie neemt wie nou in de maling? Amper 60 euro. Tencent in Amerika stijgt ook gewoon door. Gelukkig heb ik nog TME (flirt al een paar weken met 5 usd en steady omhoog… Maar Prosus????

Hopper58 4 september 2022 07:31

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Uit de earnings Conf Call van Nvidia 24/08 over de lagere verkoop van Data-Center GPU's in China. China zit werkelijk in een recessie! :

"Let me answer the questions about the North American and the China hyperscalers. The Chinese hyperscalers and the Chinese Internet companies really, really slowed down infrastructure investment this year, particularly starting in -- they've been rather slow in building out and really accelerate -- well, really slowed down in Q2. This slowdown can't last forever. And the number of new technologies in software, the number of people who are using clouds and the number of cloud services is continuing to grow.
And so I fully expect investment to return. They're a very important market for us, a very large market for us. And the fact that North American hyperscalers doubled year over year, our revenues at North American hyperscalers, and that was offset by declines in China, says something about the slowdown in China. And so I don't think that's going to last forever."

Hopper58 4 september 2022 07:53

2

Nog uit dezelfde Conf. Call maar nu over mezelf:

"And so I think the -- if the success of Hopper is -- reflects the amount of work and pent-up demand for large training systems that Hopper is going to go into, that's an indicator, I think, Hopper is going to be a spectacular success."

[verwijderd] 4 september 2022 13:52

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quote:
Pikipiki schreef op 2 september 2022 18:46:
Wat een bizar aandeel is dit. Naspers stijgt bijna 4%.

Dat is in ZA dus in Rand, en ja ook Prosus steeg daar een dikke 2%

Hopper58 5 september 2022 06:27

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Nog een alternatief discours over de divestment/investment strategie van Tencent in een artikel van de FT:

"Investments in China’s tech sector have not stopped altogether. In August, Tencent’s corporate venture arm invested in agriculture, robotics, semiconductor and vaccine technology companies — all sectors singled out by Beijing as critical for the country’s drive to become self-reliant in science and technology.

The Shenzhen official said that Tencent’s success in investing in China’s booming tech growth meant the company needed to contribute by financing companies in sectors that the government backed.

“Tencent should shoulder some responsibility,” they said, adding that the company “may profit less with this change of investment strategy”.

Vertraagd	7 feb 2025 17:39
Koers	38,880
Verschil	+0,390 (+1,01%)
Hoog	39,360
Laag	38,715
Volume	4.180.965
Volume gemiddeld	3.339.822
Volume gisteren	3.413.954

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