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Home  /   Forum   /   Prosus   /   Prosus 2024

Aandeel PROSUS AEX:PRX.NL, NL0013654783

Laatste koers (eur) Verschil Volume
39,865   +0,155   (+0,39%) Dagrange 39,195 - 40,130 9.709.250   Gem. (3M) 3,2M

Prosus 2024

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1.138 Posts
Pagina: «« 1 ... 20 21 22 23 24 ... 57 »» | Laatste | Omlaag ↓
  4. forum rang 8 Hopper58 21 maart 2024 20:15
    quote:

    @monkeytail schreef op 21 maart 2024 16:56:

    48 euro stond al langer als doelkoers. Er is niks veranderd. Even wachten tot over 2 weken als Prosus met cijfers komt. 2e HJ is pas echt startblok voor Prosus, hebben ze zelf aangegeven.
    2 maanden zul je bedoelen? FY 2024 op 24/06.
  7. forum rang 8 Hopper58 22 maart 2024 08:15
    Op mijn flatexDEGIRO platform (de problemen situeren zich rond gaming, wat 25 % van de omzet van Tencent uitmaakt):
    Tencent is running out of excuses for gaming woes
    12:00 21/03/2024

    The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

    By Robyn Mak

    HONG KONG, March 21 (Reuters Breakingviews) - Tencent 0700.HK is being outplayed. Revenue is shrinking in its core video gaming business in China and overseas. The $350 billion Shenzhen-based company founded by Pony Ma admits it needs to get its "own house in order". That looks increasingly urgent.

    The lucrative division remains the company's crown jewel, accounting for over a quarter of its top line. Yet Beijing's years-long regulatory assault on the sector, including imposing curbs on how much time and money minors can spend online, has taken its toll.

    Tencent has suffered from weak growth before. Total group revenue contracted for the first time in 2022 by a small amount. The company then returned to growth, thanks to advertising, fintech and other units. But the disappointing fourth quarter it reported on Wednesday in its domestic and international gaming division is troubling.

    At home, where Beijing's crackdowns have eased, Tencent President Martin Lau partly blamed the slowdown on zealous gamers spending their money on titles in the first quarter last year, according to Reuters. On a separate call with analysts, he elaborated that "monetisation has temporarily stagnated" at the company's two biggest titles "Honour of Kings" and "Peacekeeper Elite". The company's 3% year-on-year fall in gaming revenue within the People's Republic, to 27 billion yuan ($3.75 billion), is a far cry from smaller rival NetEase 9999.HK, which reported a 29% jump in mobile games sales over the same period.

    Tencent's global expansion has also hit a speed bump, with revenue falling 1% excluding currency fluctuations. Back in 2022, the company blamed "a post pandemic digestion period"; this time, it cryptically said its Supercell subsidiary, which Tencent bought eight years ago in a $8.6 billion deal, was "repositioning" its games.

    The company pledged to "at least double the size" of share buybacks this year to $12.8 billion. It also committed to overhauling leadership for some games and focusing on big-budget titles.

    Shares of Tencent were up as much as 3% on Thursday. Still, the Hong Kong stock is down over 10% in the past year. It is underperforming NetEase's U.S.-shares that have surged by a quarter and trade on 14 times forecast next 12 months earnings, per LSEG data, slightly above Tencent. The company needs new hits, and fast.

    Follow @mak_robyn on X
  8. forum rang 8 Hopper58 22 maart 2024 08:18
    FOCUS-Tencent's next level up: fewer big foreign franchise games, more in-house
    06:15 21/03/2024

    By Josh Ye

    HONG KONG, March 21 (Reuters) - In a sea change at China's Tencent 0700.HK, an easy-to-play game of cute characters tackling obstacle courses has taken precedence over developing a big-budget sophisticated foreign franchise for smartphones.

    Since late last year, the world's largest video games company has, according to sources, redeployed hundreds of people from the team developing "Assassin's Creed Jade" for mobile - a multi-year project with France's Ubisoft UBIP.PA.

    They are now working on recently launched "DreamStar" - Tencent's answer to rival NetEase's 9999.HK hit "Eggy Party" and the company's most high-profile attempt to date at the so-called party game genre which offers simple gameplay, minigames and encourages players to hang out and chat.

    As a result, "Assassin's Creed Jade" - an action-adventure game set in ancient China that has been under development for mobile for at least four years - will likely be released in 2025 instead of this year, according to three sources familiar with the matter. They were not authorised to speak to media and declined to be identified.

    The redeployment of resources highlights the trends forcing a strategic pivot at Tencent. Firstly, developing big-name Western franchises for mobile phones tends to yield thin margins.

    At the same time, rivals have had breakout hits with ostensibly niche products that offer new takes on gaming such as as NetEase's "Eggy Party" and miHoYo's anime-style fantasy game "Genshin Impact". Moreover, the games were developed in-house so their profits are all their own.

    Tencent had, for years, great success by developing for smartphones international hits like Activision Blizzard's shooter game "Call of Duty" and the battle royale game "PUBG" by South Korea's Krafton 259960.KS.

    But such franchise games - called IP (intellectual property) games - are costly to make. Royalty fees of 15% to 20% of sales are typical, Apple's AAPL.O App Store takes a 30% cut while marketing and user acquisition expenses can cost another 30% to 40%, the sources said.

    After a string of IP game setbacks, Tencent plans to be more selective.

    "We're focusing on fewer bigger budget games. Typically, we're seeking to make the biggest bets around games that either iterate on a successful IP ... or games that are iterating around proven gameplay success within a niche and taking those to a more mass market," Tencent Chief Strategy Officer James Mitchell told an earnings call on Wednesday.

    Tencent is now also pushing for royalty fees to fall to under 10% of sales in some negotiations, according to one person with direct knowledge of the matter.

    "That would have been almost unthinkable just a few years ago. Tencent used to be far more generous," the person said.

    Tencent declined to comment on details of its strategic shift.

    SETBACKS AND BAMBOO SHOOTS

    On Wednesday, Tencent reported a slight decline in fourth-quarter gaming sales and also flagged that overall gaming revenue this quarter would be soft compared with the same period last year when gaming sales surged as pandemic restrictions were lifted.

    Pony Ma, Tencent's founder and chief executive, has been blunt that the company's video game division - which last year generated 180 billion yuan ($25 billion) in sales or around 30%of overall revenue - needs to do better.

    Competitors have continued to create new products, "leaving us feeling we have achieved nothing," he told a stadium of employees in Shenzhen at the company's annual meeting in January, according to a separate source with direct knowledge of the event.

    That month, Tencent also launched its "Spring Bamboo Shoots Project", aiming to incubate in-house games with novel gameplay and offering budgets of up to 300 million yuan ($42 million) per game.

    While that is much less than budgets of 1 billion yuan for a major franchise, the initiative signals Tencent is willing to take more risks on non-conventional game design, the sources said.

    Some major setbacks have only increased the sense of urgency for change.

    Last year, Electronic Arts EA.O discontinued "Apex Legends Mobile", a game developed by Tencent, with executives at the U.S. firm saying it had fallen short of expected quality.

    In December, Tencent axed development of a mobile game based on the "Nier" franchise from Japan's Square Enix 9684.T, in part because the Chinese firm struggled to find a compelling monetisation model given its expensive development costs and franchise rights, sources have said.

    "Mobile games studios have learned that IP is not the magic bullet for user acquisition it once was," says Serkan Toto, founder of game industry consultancy Kantan Games.

    Tencent has also seen a key in-house game bomb. "Undawn", a zombie apocalypse shooting game that Hollywood star Will Smith was hired to endorse, flopped spectacularly despite having a budget of close to 1 billion yuan with more than 300 developers, according to two of the sources.

    Last month, one year since its launch, "Undawn" brought in revenue of just $287,000, according to research firm Appmagic.

    Western companies have also started to shift away from outsourcing mobile game development to Chinese companies like Tencent. Microsoft's MSFT.O Activision Blizzard, for example, has just launched "Call of Duty Warzone Mobile" which will compete directly with Tencent's "Call of Duty Mobile".

    Adding salt to the wound, Tencent's top two games saw revenue slide during the week-long Lunar New Year holidays in February. "Honor of Kings" and "PUBG Mobile", which are nine and seven years old respectively, suffered 7% and 30% drops compared to the holiday period last year, according to one of the sources who was briefed on the matter.

    ($1 = 7.1979 Chinese yuan)

    BREAKINGVIEWS-Tencent is running out of excuses for gaming woes nL3N3FY1DS

    (Reporting by Josh Ye; Editing by Brenda Goh and Edwina Gibbs)

    ((Josh.Ye@thomsonreuters.com;))
  9. forum rang 8 Hopper58 22 maart 2024 08:20
    Ah ook wat analyses en die zijin wél positief:

    BUZZ-Tencent's hits 11-week peak on earnings beat, plan to double buybacks
    03:25 21/03/2024

    Shares of China's Tencent Holdings <0700.HK> rise as much as 3.3% to HK$298.20, their highest since Jan 4, and on track for the second session of gain
    Tencent posted a weaker-than-expected 7% rise in fourth-quarter revenue on Wednesday as its gaming revenue shrank, and said it was expecting to at least double its share buybacks to over HK$100 billion ($12.78 billion) in 2024
    Citi reiterates "Buy" on the stock and raises target price to HK$459 from $455 amid quality profit growth, with improving shareholder return
    Nomura, with a "Buy" rating on Tencent, says Q4 ads revenue beat while online gaming missed and the company's legacy titles may continue to remain stable in terms of revenue generation
    Jefferies maintains "Buy" and lifts price target to HK$453 from HK$452, saying Tencent's gross profit and net income growth above consensus while online games are expected to improve in 2Q24
    Stock most actively traded by turnover
    Hang Seng China Enterprises Index <.HSCE>, Hang Seng Tech Index <.HSTECH> and Hang Seng Index <.HSI> all rise 2.5%
    (Reporting by Donny Kwok)

    ((donny.kwok@thomsonreuters.com))
  11. forum rang 8 Hopper58 22 maart 2024 14:22
    Maaltijdbezorger Meituan presteert beter dan verwacht
    10:58 22/03/2024

    (ABM FN-Dow Jones) De Chinese maaltijdbezorger Meituan heeft het afgelopen kwartaal beter gepresteerd dan verwacht. Dit bleek vrijdag uit de kwartaalcijfers van het bedrijf.

    De maaltijdbezorger boekte het afgelopen kwartaal een nettowinst van 2,22 miljard Chinese yuan, ofwel 284 miljoen euro, in vergelijking met een verlies van 1,08 miljard yuan in dezelfde periode een jaar eerder. Vooraf door FactSet Research geraadpleegde analisten rekenden op een winst van 958 miljoen yuan.

    De omzet steeg met 23 procent naar 73,7 miljard yuan, omgerekend 9,4 miljard euro, terwijl analisten rekenden op 72,5 miljard yuan.

    Het aantal orders steeg het afgelopen kwartaal met 25,2 procent tot iets meer dan 6 miljoen.

    In heel 2023 steeg de omzet met bijna 26 procent naar 277 miljard yuan, wat een winst opleverde van 13,9 miljard yuan. In 2022 leed Meituan nog een verlies van 6,7 miljard yuan.

    Door: ABM Financial News.
    info@abmfn.nl
  12. forum rang 8 Hopper58 22 maart 2024 14:54
    Tencent Music Entertainment Ready To Benefit From 'Secular Tailwind Of Music Streaming Adoption': Analysts On Q4 Results, Outlook
    by
    Priya Nigam, Benzinga Staff Writer
    March 20, 2024 2:12 PM | 2 min read | Share Comments

    Tencent Music Entertainment Group shares were climbing Wednesday after the company reported upbeat fourth-quarter results.

    The results came amid an exciting earnings season. Here are some key analyst takeaways from the release.

    Goldman Sachs On Tencent Music Entertainment

    Analyst Lincoln Kong upgraded the rating from Neutral to Buy, while rating the price target from $11.20 to $14.00.

    Tencent Music Entertainment is among the top performers “within our China Internet coverage” over the past six months, and could continue to outperform, Kong said in the upgrade note.

    Kong said the company is likely to sustain annual music net adds of over 15 million in 2024 for the fifth consecutive year, beginning with net adds of 6 million in the first quarter, “on better paying propensity for music from increasing usage scenarios, limited competition, a history of higher tolerance to price hikes.”
  14. forum rang 8 Hopper58 23 maart 2024 04:39
    KBC Asset Management verlaagt koersdoel Prosus
    Gepubliceerd door Trivano.com op 21 maart 2024 om 19:21
    KBC Asset Management heeft de aandelen van Prosus donderdag opnieuw positief beoordeeld. De analisten van KBC Asset Management herhaalden het advies kopen voor de aandelen van Prosus.

    Het koersdoel werd verlaagd van 38,50 naar 36,00 EUR. Dat betekent dat de analisten verwachten dat de aandelen van Prosus met 29% kunnen stijgen vanaf de huidige koers van 27,90 EUR. Daarmee is KBC Asset Management heel wat negatiever dan de gemiddelde analist, die de koers van Prosus met 55% ziet stijgen tot 43,12 EUR.
  16. forum rang 6 kassa! 24 maart 2024 18:48
    China weert Amerikaanse chips en software uit eigen computers

    China is begonnen processors van Amerikaanse bedrijven als Intel en AMD uit eigen computers en servers te weren. De onderdelen moeten worden vervangen door chips van Chinese makelij. Ook Windows-besturingssystemen en -databasetoepassingen worden afgezworen.
  18. forum rang 8 Hopper58 25 maart 2024 07:16
    quote:

    kassa! schreef op 24 maart 2024 18:48:

    China weert Amerikaanse chips en software uit eigen computers

    China is begonnen processors van Amerikaanse bedrijven als Intel en AMD uit eigen computers en servers te weren. De onderdelen moeten worden vervangen door chips van Chinese makelij. Ook Windows-besturingssystemen en -databasetoepassingen worden afgezworen.
    Koekje van eigen deeg noemen ze dat.
  20. forum rang 8 Hopper58 25 maart 2024 08:02
    quote:

    Hopper58 schreef op 22 maart 2024 14:22:

    Maaltijdbezorger Meituan presteert beter dan verwacht
    10:58 22/03/2024

    (ABM FN-Dow Jones) De Chinese maaltijdbezorger Meituan heeft het afgelopen kwartaal beter gepresteerd dan verwacht. Dit bleek vrijdag uit de kwartaalcijfers van het bedrijf.

    De maaltijdbezorger boekte het afgelopen kwartaal een nettowinst van 2,22 miljard Chinese yuan, ofwel 284 miljoen euro, in vergelijking met een verlies van 1,08 miljard yuan in dezelfde periode een jaar eerder. Vooraf door FactSet Research geraadpleegde analisten rekenden op een winst van 958 miljoen yuan.

    De omzet steeg met 23 procent naar 73,7 miljard yuan, omgerekend 9,4 miljard euro, terwijl analisten rekenden op 72,5 miljard yuan.

    Het aantal orders steeg het afgelopen kwartaal met 25,2 procent tot iets meer dan 6 miljoen.

    In heel 2023 steeg de omzet met bijna 26 procent naar 277 miljard yuan, wat een winst opleverde van 13,9 miljard yuan. In 2022 leed Meituan nog een verlies van 6,7 miljard yuan.

    Door: ABM Financial News.
    info@abmfn.nl
    Had Prosus niet nog een flink pak Meituan aandelen die het van Tencent gekregen had? Hoe zit het daarmee? Die stijgen dan wel in waarde. kassa! jij weet dat wel.
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