2026 H2 - tulosraportti
105 päivää sitten
‧1 t 32 min
0,28 EUR/osake
Irtoamispäivä 5.11.
0,56%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 H1 - tulosraportti 23.11. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 26.8. | ||
2026 H2 - tulosraportti 29.6. | ||
Liiketoimintakatsaus 19.6. | ||
2026 H1 - tulosraportti 24.11.2025 | ||
Vuosittainen yhtiökokous 2025 20.8.2025 |
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
28.8. · MuokattuI think, that Prosus can be a nice share, if you want to increase China exposure including China AI and get also a risky portfolio from other developing countries. Prosus owns Chines Tencent (about 70%-80% of the portfolio) and other listed and unlisted shares (20% - 30%). Prosus NAV discount has fluctuated from 2022 above 50% to 2025 lowest levels about 28% and lately increased again to about 40%. You can get even double NAV discount, if you buy Naspers, which owns Prosus shares. You can usually get some benefit from NAV discount, if owned companies pay dividends, but bigger benefit may come if NAV discount gets smaller. However, Prosus takes additional advantage of the NAV discount by constantly selling Tencent shares and buying back it's own shares with NAV discount. This is a nice way to increase shareholder value and it actually has also increased Tencent holdings per one Prosus share. Tencent, Prosus and Nasper price development has gone pretty much hand in hand, but Nasper with best buyback benefits (Prosus buybacks + Naspers buybacks) has beaten others in 1, 3 and 5 years timeframes. Tencent may have paid slightly better dividends though. It looks like Prosus has done some unsuccessful investments and destroyed some value because buyback program benefits are not seen in it's price curves. Prosus CEO has quite ambitious business plans, and it's possible that Prosus owned companies may be more successful in the future.
20.8.Prosus NAV discount currently is extreme as 80% of portfolio (Tencent etc.) is publicly listed stocks and NAV is 62 €/share. https://www.prosus.com/investors/investing-in-prosus/net-asset-value https://www.cnbc.com/quotes/700-HK?qsearchterm=700-hk
One should be a bit careful when looking at this type of Holding Companies. There is always a NAV discount. It's only a question of how much or how little. Some of it is due to them owning several companies that are not publicly listed, and therefore we don't know what they are worth. They are only valued by the Holding Company's management and they think that these companies are worth the same as they paid for them, or more, and that is the value they use in the financial statements. That is one risk. Another risk is that they sell the Tencent shares to buy more private companies, which might not be worth anything in the future. Having said all that, I don't think it's such a bad time to take a look at Prosus.
·22.7.I dipped a toe in this - their CEO seems to be fired up - bought it mostly based on his energy, he seems like he wants to achieve something with that company: https://www.youtube.com/watch?v=yU68BbLp1Y0
yes, very salesman vibes, they have managed to show green figures even on their new ventures.
·22.7.Took a position in Prosus today after my price alert below 38 euro triggered. In my assessment, the company appears clearly undervalued, especially when considering the value in Tencent, other technology investments, increased profitability, and the extensive share buybacks. There is still risk associated with China, acquisitions, and that the holding company discount may persist, but at this share price level, I believe the risk-reward ratio is attractive. Therefore, I chose to start a position around 37 euro. This is a long-term investment, not a short-term speculative bet.
·9.7.When I look through the holdings, it feels a bit Kinnevik-like tbh
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 H2 - tulosraportti
105 päivää sitten
‧1 t 32 min
0,28 EUR/osake
Irtoamispäivä 5.11.
0,56%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- 28.8. · MuokattuI think, that Prosus can be a nice share, if you want to increase China exposure including China AI and get also a risky portfolio from other developing countries. Prosus owns Chines Tencent (about 70%-80% of the portfolio) and other listed and unlisted shares (20% - 30%). Prosus NAV discount has fluctuated from 2022 above 50% to 2025 lowest levels about 28% and lately increased again to about 40%. You can get even double NAV discount, if you buy Naspers, which owns Prosus shares. You can usually get some benefit from NAV discount, if owned companies pay dividends, but bigger benefit may come if NAV discount gets smaller. However, Prosus takes additional advantage of the NAV discount by constantly selling Tencent shares and buying back it's own shares with NAV discount. This is a nice way to increase shareholder value and it actually has also increased Tencent holdings per one Prosus share. Tencent, Prosus and Nasper price development has gone pretty much hand in hand, but Nasper with best buyback benefits (Prosus buybacks + Naspers buybacks) has beaten others in 1, 3 and 5 years timeframes. Tencent may have paid slightly better dividends though. It looks like Prosus has done some unsuccessful investments and destroyed some value because buyback program benefits are not seen in it's price curves. Prosus CEO has quite ambitious business plans, and it's possible that Prosus owned companies may be more successful in the future.
- 20.8.Prosus NAV discount currently is extreme as 80% of portfolio (Tencent etc.) is publicly listed stocks and NAV is 62 €/share. https://www.prosus.com/investors/investing-in-prosus/net-asset-value https://www.cnbc.com/quotes/700-HK?qsearchterm=700-hkOne should be a bit careful when looking at this type of Holding Companies. There is always a NAV discount. It's only a question of how much or how little. Some of it is due to them owning several companies that are not publicly listed, and therefore we don't know what they are worth. They are only valued by the Holding Company's management and they think that these companies are worth the same as they paid for them, or more, and that is the value they use in the financial statements. That is one risk. Another risk is that they sell the Tencent shares to buy more private companies, which might not be worth anything in the future. Having said all that, I don't think it's such a bad time to take a look at Prosus.
- ·22.7.I dipped a toe in this - their CEO seems to be fired up - bought it mostly based on his energy, he seems like he wants to achieve something with that company: https://www.youtube.com/watch?v=yU68BbLp1Y0yes, very salesman vibes, they have managed to show green figures even on their new ventures.
- ·22.7.Took a position in Prosus today after my price alert below 38 euro triggered. In my assessment, the company appears clearly undervalued, especially when considering the value in Tencent, other technology investments, increased profitability, and the extensive share buybacks. There is still risk associated with China, acquisitions, and that the holding company discount may persist, but at this share price level, I believe the risk-reward ratio is attractive. Therefore, I chose to start a position around 37 euro. This is a long-term investment, not a short-term speculative bet.
- ·9.7.When I look through the holdings, it feels a bit Kinnevik-like tbh
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 H1 - tulosraportti 23.11. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 26.8. | ||
2026 H2 - tulosraportti 29.6. | ||
Liiketoimintakatsaus 19.6. | ||
2026 H1 - tulosraportti 24.11.2025 | ||
Vuosittainen yhtiökokous 2025 20.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 H2 - tulosraportti
105 päivää sitten
‧1 t 32 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 H1 - tulosraportti 23.11. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 26.8. | ||
2026 H2 - tulosraportti 29.6. | ||
Liiketoimintakatsaus 19.6. | ||
2026 H1 - tulosraportti 24.11.2025 | ||
Vuosittainen yhtiökokous 2025 20.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,28 EUR/osake
Irtoamispäivä 5.11.
0,56%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 28.8. · MuokattuI think, that Prosus can be a nice share, if you want to increase China exposure including China AI and get also a risky portfolio from other developing countries. Prosus owns Chines Tencent (about 70%-80% of the portfolio) and other listed and unlisted shares (20% - 30%). Prosus NAV discount has fluctuated from 2022 above 50% to 2025 lowest levels about 28% and lately increased again to about 40%. You can get even double NAV discount, if you buy Naspers, which owns Prosus shares. You can usually get some benefit from NAV discount, if owned companies pay dividends, but bigger benefit may come if NAV discount gets smaller. However, Prosus takes additional advantage of the NAV discount by constantly selling Tencent shares and buying back it's own shares with NAV discount. This is a nice way to increase shareholder value and it actually has also increased Tencent holdings per one Prosus share. Tencent, Prosus and Nasper price development has gone pretty much hand in hand, but Nasper with best buyback benefits (Prosus buybacks + Naspers buybacks) has beaten others in 1, 3 and 5 years timeframes. Tencent may have paid slightly better dividends though. It looks like Prosus has done some unsuccessful investments and destroyed some value because buyback program benefits are not seen in it's price curves. Prosus CEO has quite ambitious business plans, and it's possible that Prosus owned companies may be more successful in the future.
- 20.8.Prosus NAV discount currently is extreme as 80% of portfolio (Tencent etc.) is publicly listed stocks and NAV is 62 €/share. https://www.prosus.com/investors/investing-in-prosus/net-asset-value https://www.cnbc.com/quotes/700-HK?qsearchterm=700-hkOne should be a bit careful when looking at this type of Holding Companies. There is always a NAV discount. It's only a question of how much or how little. Some of it is due to them owning several companies that are not publicly listed, and therefore we don't know what they are worth. They are only valued by the Holding Company's management and they think that these companies are worth the same as they paid for them, or more, and that is the value they use in the financial statements. That is one risk. Another risk is that they sell the Tencent shares to buy more private companies, which might not be worth anything in the future. Having said all that, I don't think it's such a bad time to take a look at Prosus.
- ·22.7.I dipped a toe in this - their CEO seems to be fired up - bought it mostly based on his energy, he seems like he wants to achieve something with that company: https://www.youtube.com/watch?v=yU68BbLp1Y0yes, very salesman vibes, they have managed to show green figures even on their new ventures.
- ·22.7.Took a position in Prosus today after my price alert below 38 euro triggered. In my assessment, the company appears clearly undervalued, especially when considering the value in Tencent, other technology investments, increased profitability, and the extensive share buybacks. There is still risk associated with China, acquisitions, and that the holding company discount may persist, but at this share price level, I believe the risk-reward ratio is attractive. Therefore, I chose to start a position around 37 euro. This is a long-term investment, not a short-term speculative bet.
- ·9.7.When I look through the holdings, it feels a bit Kinnevik-like tbh
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt