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Over time, when hopefully Prosus’ long-term investments start to return profits I expect this dependency to decrease. At the same time, the business will likely be a significant cash flow contributor for the next few years, which might be necessary considering some of Prosus’ other investments.I think most Prosus investors will point at its classifieds business as the rough diamond that is ready to start benefiting shareholders. Although now, I don’t believe the discount will contract any further.When looking at the EBITDA of each segment, most of them are performing at a loss, but one clearly jumps out. Tencent is the main asset in the Prosus unit, which Naspers says will be valued at about $100bn when it’s listed in Amsterdam on September 11.
This is an appropriate thing to do, as Prosus is sitting on a big pile of cash worth close to $8 billion, including short-term investments, and that is satisfactory to start paying a consistent dividend. Prosus just released its full-year results. Prosus currently trades at around a 30% discount to its intrinsic net asset value, while Naspers trades at around 50%. Any non-Dutch shareholders will only acquire 85% of the paid dividends, since 15% goes to the Dutch state due to its dividend tax policy.Buy Prosus for exposure to Tencent and high-risk, high-reward investments, but investors should not buy the stock hoping the discount contracts in the coming years. Yet warning investors against buying Prosus purely for its gigantic Tencent stake, because by doing so, they increase their exposure to high-risk, high-reward investments, while the Tencent discount will not contract anytime soon. PROSUS NV (A2PRLA | US74365P1084) mit aktuellem Aktienkurs, Charts, News und Analysen. Some of Prosus’ very matured Classifieds subsidiaries with strong moats have attained very strong margins:Prosus’ dependency on Tencent is only increasing due to its high-risk, high-reward investments. Buy Prosus for exposure to Tencent and high-risk, high-reward investments, but investors should not buy the stock hoping the discount contracts in the coming years. However, Prosus will always remain dependent on Tencent. 29 April 2020 More news. From 2019 to 2020, EBITDA decreased by $434 million, while revenue increased by $374.
The combined listed value of these businesses is $169bln,… That may happen, but is unlikely. "Every time I read Pride and Prejudice I want to dig her up and beat her over the skull with her own shin-bone" ~ Mark Twain on Jane AustenPlease sign in or register to enable this featureSelect which newsletters you'd like to receiveThere are many great benefits to being a Maverick Insider. “We find these discounts puzzling, given the long-term investment track record. Prosus’ stake of Tencent is turning more profits than Prosus itself, including that Tencent stake. An investor needs to trust that Prosus’ high-risk, high-reward investments and the Tencent stake will create value for years to come.However, I ended with a more positive note, I said that the discount was too pessimistic and that we would see it contract slightly after the coronavirus dip and my article:(Source: Here’s Why Prosus Is Selling At A Hefty Discount)This turned out to be correct with the discount contracting by just about 8%, so I suspect that the discount is currently around 30%.
Prosus ist seitdem an der Euronext Amsterdam gelistet, eine Zweitnotierung besteht an der Johannesburger Börse. Prosus ist eine Beteiligungsgesellschaft, die 2019 durch den südafrikanischen Naspers-Konzern gegründet wurde.. Naspers lagerte seine Internet-Beteiligungen in Prosus aus und brachte die Gesellschaft im September 2019 an die Börse. Removing advertising from your browsing experience is one of them - we don't just block ads, we redesign our pages to look smarter and load faster.Click here to see other benefits and to sign-up to our reader community supporting quality, independent journalism. That may happen, but is unlikely. eBay’s classifieds revenues are already just growing at 4% in 2019, its profits did not rise significantly in 2019, and this may even decline over time. But the fact that there is widespread positive analyst consensus on Tencent shares does not make them a slam-dunk bu y, argue Rickin Thakrar and Arun George at Global Equity Research in London in two pieces of research published on Smart Karma … The problem is shareholders are unable to attain this intrinsic value anytime soon.“Holders of A1 ordinary shares will receive a dividend distribution of 0.602 euro cent per share.”I’m happy to see that management is starting to return money to shareholders. Tencent is contributing 96% of Prosus’ EBITDA when neglecting all the money-losing segments.
Over time, when hopefully Prosus’ long-term investments start to return profits I expect this dependency to decrease. At the same time, the business will likely be a significant cash flow contributor for the next few years, which might be necessary considering some of Prosus’ other investments.I think most Prosus investors will point at its classifieds business as the rough diamond that is ready to start benefiting shareholders. Although now, I don’t believe the discount will contract any further.When looking at the EBITDA of each segment, most of them are performing at a loss, but one clearly jumps out. Tencent is the main asset in the Prosus unit, which Naspers says will be valued at about $100bn when it’s listed in Amsterdam on September 11.
This is an appropriate thing to do, as Prosus is sitting on a big pile of cash worth close to $8 billion, including short-term investments, and that is satisfactory to start paying a consistent dividend. Prosus just released its full-year results. Prosus currently trades at around a 30% discount to its intrinsic net asset value, while Naspers trades at around 50%. Any non-Dutch shareholders will only acquire 85% of the paid dividends, since 15% goes to the Dutch state due to its dividend tax policy.Buy Prosus for exposure to Tencent and high-risk, high-reward investments, but investors should not buy the stock hoping the discount contracts in the coming years. Yet warning investors against buying Prosus purely for its gigantic Tencent stake, because by doing so, they increase their exposure to high-risk, high-reward investments, while the Tencent discount will not contract anytime soon. PROSUS NV (A2PRLA | US74365P1084) mit aktuellem Aktienkurs, Charts, News und Analysen. Some of Prosus’ very matured Classifieds subsidiaries with strong moats have attained very strong margins:Prosus’ dependency on Tencent is only increasing due to its high-risk, high-reward investments. Buy Prosus for exposure to Tencent and high-risk, high-reward investments, but investors should not buy the stock hoping the discount contracts in the coming years. However, Prosus will always remain dependent on Tencent. 29 April 2020 More news. From 2019 to 2020, EBITDA decreased by $434 million, while revenue increased by $374.
The combined listed value of these businesses is $169bln,… That may happen, but is unlikely. "Every time I read Pride and Prejudice I want to dig her up and beat her over the skull with her own shin-bone" ~ Mark Twain on Jane AustenPlease sign in or register to enable this featureSelect which newsletters you'd like to receiveThere are many great benefits to being a Maverick Insider. “We find these discounts puzzling, given the long-term investment track record. Prosus’ stake of Tencent is turning more profits than Prosus itself, including that Tencent stake. An investor needs to trust that Prosus’ high-risk, high-reward investments and the Tencent stake will create value for years to come.However, I ended with a more positive note, I said that the discount was too pessimistic and that we would see it contract slightly after the coronavirus dip and my article:(Source: Here’s Why Prosus Is Selling At A Hefty Discount)This turned out to be correct with the discount contracting by just about 8%, so I suspect that the discount is currently around 30%.
Prosus ist seitdem an der Euronext Amsterdam gelistet, eine Zweitnotierung besteht an der Johannesburger Börse. Prosus ist eine Beteiligungsgesellschaft, die 2019 durch den südafrikanischen Naspers-Konzern gegründet wurde.. Naspers lagerte seine Internet-Beteiligungen in Prosus aus und brachte die Gesellschaft im September 2019 an die Börse. Removing advertising from your browsing experience is one of them - we don't just block ads, we redesign our pages to look smarter and load faster.Click here to see other benefits and to sign-up to our reader community supporting quality, independent journalism. That may happen, but is unlikely. eBay’s classifieds revenues are already just growing at 4% in 2019, its profits did not rise significantly in 2019, and this may even decline over time. But the fact that there is widespread positive analyst consensus on Tencent shares does not make them a slam-dunk bu y, argue Rickin Thakrar and Arun George at Global Equity Research in London in two pieces of research published on Smart Karma … The problem is shareholders are unable to attain this intrinsic value anytime soon.“Holders of A1 ordinary shares will receive a dividend distribution of 0.602 euro cent per share.”I’m happy to see that management is starting to return money to shareholders. Tencent is contributing 96% of Prosus’ EBITDA when neglecting all the money-losing segments.