Enige reden die ik kan bedenken is dat ze op 7 februari gestopt zijn met aandelen inkopen. Daarna is de AEX ook flink gaan dalen en waren er gewoon te weinig kopers om de koers overeind te houden. Ik heb zelf wel vertrouwen in de kwartaalcijfers van Tencent en JD wat dus veel invloed heeft op Prosus. Hieronder een citaat uit de laatste earnings call van Tencent wat mij wel vertrouwen geeft
Mr. Ma Huateng, Chairman and CEO of Tencent, said, "During the third quarter, the Internet industry, including
the domestic games industry, and certain advertiser categories, adapted to new regulatory and
macroeconomic developments. We are proactively embracing the new regulatory environment which we
believe should contribute to a more sustainable development path for the industry. In the domestic games
market, our industry-leading efforts in fully complying with new regulations significantly reduced minors’ game
time and spending, fostering a healthier gameplay environment. We also invested actively in key strategic
areas, as well as in frontier technologies, along with making new commitments in common prosperity
initiatives. Looking forward, we are committed to delivering superior experiences to users, assisting
enterprises to digitalise their operations and contributing to the society at large."