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Prosus in 2021

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  1. forum rang 4 HaBe 27 juli 2021 14:52
    quote:

    Snovkov schreef op 27 juli 2021 14:50:

    iemand wil ze hebben
    Chinese overheid
  2. [verwijderd] 27 juli 2021 15:02
    quote:

    kassa! schreef op 27 juli 2021 14:27:

    [...]

    Thx - geen JET meer ? Dan ga ik nog bijkopen !
    nee naar normale buy. Maar Prusus dus strong buy met koers 120.
    We stonden bijna op de helft:-)
    Wat een lachertje joh die analisten. Bij JET ook volkomen verkeerd ingeschat idd
  3. GvteDe 27 juli 2021 15:16
    quote:

    Ha AMG schreef op 27 juli 2021 14:31:

    [...]

    Das niet gelukt dus
    jawel hoor op 105 eruit gegaan
    Vandaag ingestapt op 65,8
    Ik heb geluk gehad
  4. forum rang 6 RJ 80 27 juli 2021 15:19
    Ach ja, vechten tegen sentiment isnondoenlijk, dus proberen te bodemvissen idem. Iedere verdere daling is mijn s inziens daarom vioral fundamenteel onterecht maar qua sentiment begrijpelijk (maar niet beste voor je besluitvorming) als Chinees een te groot deel van je porto was/is. Dit zijn buitenkansen als dadelijk blijkt dat de Chinese soep heter is oogediend dan de gemiddelde belegger nu denkt gegeten te hebben. Met JET enorme koopkans met potentie, waarvan ik Prosus momenteel de grootste koop acht. Iedere scheet die de Chinese overheid nu laat dat wat verlichting biedt… kan ook nog ff duren, die overheid is geduldig…
  5. Yor7 27 juli 2021 15:26
    Prosus faces investor criticism over $144 million fee for Naspers share swap
    Gecreëerd: 14:22 | Laatst bijgewerkt: 14:22
    Fees include 95 mln euros of securities transfer tax

    Fees are three times more than Prosus listing fees

    By Promit Mukherjee

    JOHANNESBURG, July 27 (Reuters) - Technology investor Prosus will pay up to $144 million in transaction fees when it buys a block of parent company Naspers' shares, according to a document submitted to stock exchanges on July 12, prompting criticism from investors.

    The fees total more than Prosus' free cashflow for the year ended March 31, and are almost three times more than Naspers paid in 2019 to list Prosus on the Amsterdam Stock Exchange.

    Some 95 million euros ($112 million) of the fees will be to cover securities transfer tax (STT), according to the document, reviewed by Reuters. The rest will be for costs such as fees for bankers, lawyers and accountants.

    Prosus was spun out of Naspers in 2019 to hold the South African group's international assets, including its 29% stake in Chinese tech giant Tencent 0700.HK. Naspers hoped the move would reduce the discount its shares traded at to the value of its holding in Tencent.

    However, the discount kept widening.

    To try to address this, Prosus said in May it would issue new shares to buy up to 45.4% of Naspers in a share swap deal.nL1N2MZ0CF

    The deal will move more of Naspers' Tencent stake to Amsterdam from Johannesburg and, according to the two firms, help Naspers close the value gap to its Tencent stake because Prosus' stock is more highly valued than Naspers'.

    The deal will also increase Prosus' free float on Euronext.

    "The overall costs are less than 1% of the total value unlock that happens on day one as result of exchanging high discount Naspers shares to lower discount Prosus shares," Prosus told Reuters via email.

    But some shareholders are unhappy with the costs after they had opposed the deal, saying it would create a complicated cross-holding structure that might increase the discount.

    "I wouldn't want to see such huge amounts of money being paid," said Peter Takaendesa, head of equities at Mergence Investment Managers in South Africa.

    "It is quite material, especially if we are comparing the two transactions," he said, referring to the fees paid during the listing of Prosus.

    Mergence was among 36 fund managers from South Africa who wrote to Prosus' management in June opposing the transaction.

    In a shareholder vote on July 9, the transaction won 90% backing, because over two-thirds of Prosus is held by Naspers. But up to 47% of outside shareholders in Prosus voted against.

    When Naspers listed Prosus in 2019, it paid 29 million euros to financial advisers, compared with the 20 million euros Prosus will pay them for the share swap, the document shows.

    Prosus notes the bulk of the fees are due to tax, but some investors said that was no excuse.

    "When you're doing a bad transaction, and a transaction that many shareholders have expressed a concern on, then any amount you pay is too much," said Rajay Ambekar, CEO at Excelsia Capital, a Cape Town-based asset manager with shares in Naspers.

    "It is a real cost that shareholders are having to bear."

    ($1 = 0.8491 euros)

    ($1 = 14.8968 rand)

    (Reporting by Promit Mukherjee
    Editing by Rachel Armstrong and Mark Potter)

    ((promit.mukherjee@thomsonreuters.com; +27 64833 4448;))

    Schimmige bedoeling...
  6. [verwijderd] 27 juli 2021 15:30
    quote:

    HaBe schreef op 27 juli 2021 13:51:

    Voor 18 miljoen inkomen zou Bob wel ff een strategie updatje mogen geven als kapitein van het grootste technologie investeringsfonds.
    Wat voor update verwacht je dan?

    Prosus heeft met Tencent afgesproken de komende drie jaar zijn belang niet verder af te bouwen.
    www.telegraaf.nl/financieel/751214769...
  7. forum rang 4 HaBe 27 juli 2021 15:33
    quote:

    Appel schreef op 27 juli 2021 15:30:

    [...]

    Wat voor update verwacht je dan? Prosus en Tencent zijn voor de komende 3 jaren aan elkaar verbonden:

    Prosus heeft met Tencent afgesproken de komende drie jaar zijn belang niet verder af te bouwen.
    www.telegraaf.nl/financieel/751214769...
    Gezien de gewijzigde omstandigheden lijkt het mij volstrekt logisch om je strategie te herzien en vervallen afspraken. Soms moet je door rood licht rijden om te overleven tegen afspraken in.
  8. blackhair 27 juli 2021 15:34
    Daling valt mee. Tov pre-market en HK daling. Ik houd mijn stocks in Baidu, TME, PRX, DIDI ook al is het eng. Vanuit PE ratio en groei van bedrijven en China GDP perspectief moet het een keer goed komen.
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