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Prosus, Tencent에 비해 상승세 보여
David has highlighted this Insight as a Top Pick
772 Views23 Jul 2025 11:31
Prosus가 Tencent 대비 상승했습니다. 여기서 스텁을 반전시킬 방법을 찾아보세요. 어느 정도 하락이 예상될 경우(그리고 그 이후), Tencent 지분을 Prosus로 대체하거나, Tencent 지분의 약 80%를 Prosus로 대체하는 것이 좋습니다.
What is covered in the Full Insight:
- Prosus와 Tencent의 비교 소개
- HKEx 정보 공개 통찰력
- 텐센트와 프로서스의 바이백 활동
- NAV 및 시장 가치에 미치는 영향
- 투자자를 위한 전략적 고려 사항
Boomeranged on Thu, 31 Jul 2025 09:48
Reportedly Prosus has sold ~15mn shares in Meituan, worth ~US$250mn. Prior to the alleged sale, Prosus held ~257mn Meituan shares, ~4.2% of shares out, worth ~US$4.18bn or ~2.2% of Prosus NAV - see latest NAV attached in "Discussions" below. This shareholding remains unchanged as per Prosus' latest NAV. Prosus holds Meituan following Tencent (700 HK)'s distribution in-specie in 2023.
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