NASPERS - 50% Kurschance bei Tencent-Großaktionär
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Eröffnet am: | 08.05.18 16:48 | von: colty | Anzahl Beiträge: | 11 |
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Als Tencent-Großinvestor hält Naspers aktuell ein Aktienvolumen von über 31% am Unternehmen. Der tagesaktuelle Börsenwert dieser Tencent-Anteile beläuft sich auf etwa 130 Mrd. EUR. Dem entgegen steht eine Marktkapaitalisierung Naspers von nur 90 Mrd. EUR.
Wir rechnen zusammen...
Yes!
Ganz davon abgesehen hat der Kurs Tencents im letzten Quartal stagniert - weil Naspers knapp 2% verkaufte und nun bei 31 statt 33% liegt:)) - Amazon und Alibaba performten hingegen ziemlich gut. Da ist also noch zusätzlich Platz für Fantasie. (Der Verkauf brachte Naspers nebenbei 10 Mrd. ein.)
South African tech and media conglomerate Naspers made $2.2 billion from Flipkart sale
Der Link zur Nachricht: https://techcrunch.com/2018/05/09/...-2-2-billion-from-flipkart-sale/
Ganz netter Brocken... Denke, wir werden in Kürze die 250 wiedersehen...
Hier noch eimal ein Beitrag zum aktuellen 2.2 Mrd. Verkauf und 1.6 Mrd. Gewinn durch Flipcart. Man beachte auch das Gap der Bewertungen zwischen Tencent und Naspers... Bis auf 20% könnte sich das durchaus annähern...
Umsatz, Gewinn und Marge gesteigert...
- Revenues totaled 73.53 billion yuan ($11.5 billion) versus a Thomson Reuters estimate of 71.04 billion yuan. Revenues were up 48 percent year-on-year.
- Net profit came in at 23.29 billion yuan versus an estimate of 17.5 billion yuan. That represented a 61 percent year-on-year rise.
- Operating margin rose to 42 percent from 39 percent in the first quarter of last year.
https://www.cnbc.com/2018/05/16/tencent-earnings-q1-2018.html
Guten Flug:)
June 22, 2018 09:05 AM
Naspers Limited Today Announced Its Results for the Year to 31 March 2018
Naspers (JSE: NPN; LSE: NPSN) today announced its financial results for the year to 31 March 2018. Revenues, measured on an economic interest basis (including the proportionate contribution from associates and joint ventures), increased 38% year on year to US$20.1bn. Core headline earnings grew 72% to US$2.5bn. Businesses outside South Africa contributed 84% of revenues, compared to 80% a year ago.
“We made good progress this year. Financial performance was strong. Growth in both revenue and trading profit accelerated,” said Naspers chair Koos Bekker. “We benefited from scale effects in ecommerce and a positive contribution from Tencent. Video entertainment’s results were steady.”
Naspers operates in more than 120 countries and markets, resulting in significant exposure to foreign exchange volatility. The group reports in United States dollars (US$), with the financial performances of the businesses consolidated in their functional currencies and translated into US$. Where pertinent, performance in local currencies, adjusted for acquisitions and disposals, is quoted in brackets after the equivalent International Financial Reporting Standards (IFRS) metrics.
Revenue in the internet segment, which now accounts for 79% of group revenues (73% last year), was up 50% (51%) to US$15.9bn. Trading profits also increased 50% (56%), fuelled by ecommerce and Tencent’s strong results.
“Classifieds, B2C (business-to-consumer), payments and food delivery contributed meaningfully to an acceleration in ecommerce revenue growth by 25%. Increased scale trimmed the ecommerce segment’s trading losses by 8% to US$673m and resulted in a considerable improvement in trading margins,” said CFO Basil Sgourdos. “Classifieds (excluding letgo) turned profitable and cash generative during the year. The contribution from our profitable ecommerce businesses – for the first time – now matches that of the video entertainment segment.”
During the year, the group strengthened its position in online food delivery services by investing a combined US$1.4bn in Delivery Hero and Swiggy. It was also a pivotal year in the transformation of payments into a broader fintech services business through investing in Kreditech, a credit-scoring business, and Remitly, a technology-driven remittance business, for a combined US$199m.
The macroeconomic environment in sub-Saharan Africa remained weak and the video entertainment business continued to face competition from international players. Nonetheless, the segment recorded a stable performance, adding just over 1m direct-to-home (DTH) subscribers and 520 000 digital terrestrial television (DTT) subscribers, to bring the total base to 13.5m households across the African continent.
Video entertainment generated revenue of US$3.7bn, an increase of 8%, while trading profit rose 29% (24%) to US$369m, reversing the trend of declining profitability. The focus of the business remains on growing subscribers, optimising cost structures and reinvesting for its online future.
Equity-accounted investments contributed US$3.0bn to core headline earnings, an increase of 45% year on year. Consolidated free cash outflow was US$242m, with working capital movements – particularly the video entertainment business’s prepaid content rights renewals – having a significant impact. Following the disposal of Tencent shares, Naspers had net cash of US$8.2bn at year-end to fund future growth opportunities.
“In the year ahead, we will use our strong balance sheet to accelerate the growth of our classifieds, food delivery and fintech businesses globally. Also to pursue other growth opportunities when they arise,” said Naspers CEO Bob van Dijk. “We will continue to scale the ecommerce and sub-Saharan Africa video entertainment businesses and drive them closer to profitability. We will also focus on innovation, particularly in the area of machine learning,” he added.
The complete results are available on the Naspers website at http://www.naspers.com.
Da Naspers aber deutlich mehr ist als ein großér Anteilseigner von Tencent werde ich die Schäche aussitzen. Das sind noch einige Perlen im Portfolio von Naspers, die uns un den nächsten Jahren viel Spaß machen werden.
https://www.it-times.de/news/...n-amazon-und-netflix-im-blick-129818/
Naspers nimmt an der Börse Johannesburg ein zu großes Gewicht ein und will sich daher etwas verkleinern.
Man stelle sich vor: Der größte Medienkonzern Afrikas kostet nichts. Zudem hält man ein gutes Portfolio an weiteren internationalen Internetkonzernen, die erfolgreich wachsen. Auch das kostet quasi fast nichts.
Wenn man also mit einem Konzern sich im Internetbereich etwas breiter aufstellen will, sollte man dringend ein Auge auf Naspers werfen!