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2022-03-04

Don’t think Warren Buffett is interested in palantir. Just like he is not interested in Tesla. As the article mentioned their main revenue is from the government, do factor in the risk involved. There many times gov may flip their decision. So dydd.

Palantir: Cathie Wood Sells, Maybe Buffett Will Buy

2022-02-17

Nice

2 Metaverse Stocks to Buy and Hold for the Next 10 Years

2021-06-17

$SEMBCORP MARINE LTD(S51.SI)$BB keeping it below 20c. You need patience for this counter.

2021-06-17

$SEMBCORP MARINE LTD(S51.SI)$BB keeping it below $0.20. You need patience for this counter.

2021-04-07

What is the purposes of the announcement to indicate sell intention? Funny, So they can sell at a lower price. Why not sell then announce. What is their real intention.

Tencent Top Holder Prosus to Sell Up to $14.6 Billion Stake

Go to Tiger App to see more news

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Just like he is not interested in Tesla. As the article mentioned&nbsp;their main revenue&nbsp;is from the government, do factor in the risk involved. There many times gov may&nbsp;flip their decision. So dydd.","listText":"Don’t think Warren Buffett is interested in palantir. Just like he is not interested in Tesla. As the article mentioned&nbsp;their main revenue&nbsp;is from the government, do factor in the risk involved. There many times gov may&nbsp;flip their decision. So dydd.","text":"Don’t think Warren Buffett is interested in palantir. Just like he is not interested in Tesla. As the article mentioned their main revenue is from the government, do factor in the risk involved. There many times gov may flip their decision. So dydd.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033771699","repostId":"1179022083","repostType":4,"repost":{"id":"1179022083","pubTimestamp":1646362406,"share":"https://ttm.financial/m/news/1179022083?lang=&edition=fundamental","pubTime":"2022-03-04 10:53","market":"us","language":"en","title":"Palantir: Cathie Wood Sells, Maybe Buffett Will Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1179022083","media":"seekingalpha","summary":"SummaryPalantir’s stock has fallen to fair value territory.Palantir is a Buffett worthy stock with a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir’s stock has fallen to fair value territory.</li><li>Palantir is a Buffett worthy stock with a moat and growing cash flow.</li><li>Our conservative forecast yields a target price $14,77.</li></ul><p><b>Thesis Summary</b></p><p>Palantir Inc. (PLTR) is an innovative company, which has been touted by growth investors like Cathie Woods for its great technology. However, I see in Palantir something closer to a Buffett style stock. Palantir possesses many of the characteristics that the oracle of Omaha looks for in his investments. At today&#39;s price, Palantir is at worst fairly valued, which gives ample margin of safety.</p><p><b>Palantir has a Moat</b></p><p>One very compelling reason to own Palantir is the fact that the business is well insulated from competition. I find this to be the case for three reasons.</p><p>Firstly, the company&#39;s technology is way ahead of its peers. Foundry and Gotham&#39;s data analytics capabilities are best-in-class, and they get better the more they are used and the more data is collected. This is what has allowed Palantir to gain such important government contracts.</p><p>Secondly, the nature of how Palantir does business makes the relationship with its customers sticky. Palantir doesn&#39;t simply deploy a one size fits all software solution. The company has engineers working side by side with its clients to address each project and use case. As I&#39;ve talked about in previous articles, Palantir is similar in this way to a consulting company. This has its disadvantages, sure, but it also creates long-lasting relationships and sticky revenues.</p><p>Lastly, Palantir&#39;s main clients are government agencies, which also makes for a steady stream of revenues, and the more they use Palantir, the more dependent they are on it.</p><p>Proof of these last two points can be found in the growth in value in government contracts, and net dollar retention.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c43cafdb656d7001edc702a67570b742\" tg-width=\"1280\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Government momentum (Investor Presentation) Source:Investor Presentation</span></p><p><b>Balance Sheet and Cash Flows</b></p><p>People often complain about Palantir&#39;s high stock-based compensation, but this has allowed Palantir to have a really strong balance sheet even without turning a profit. Palantir has over $2.5 billion in cash and only $260 million in debt. Furthermore, it has a current and quick ratio of over 4. Palantir has plenty of cash and is operating close to break-even. In an environment where rates are rising, a company without a big reliance on debt becomes more attractive.</p><p>Most importantly though, Palantir has seen strong cash flow growth in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b30587f18390a259d40df45c463ca10\" tg-width=\"1280\" tg-height=\"603\" width=\"100%\" height=\"auto\"/><span>Cash flow/growth comparison (Investor Presentation) Source:Investor Presentation</span></p><p>With revenue growth of 41%, and a cash flow margin of 28%, Palantir looks like a compelling investment when compared to peers. Palantir&#39;s profitability is hurt by SBC, but this is a cost that can be wound down. Operating margins are positive and growing, and it is easy to forecast profitability in Palantir&#39;s future.</p><p><b>Forecast and Valuation</b></p><p>Now I am going to walk through a valuation for Palantir based on a 10-year forecast, which is based on yearly figures from 2018 to 2021. We will use the forecast to determine earnings per share in 10 years, and based on growth and balance sheet solidity, we will estimate a price to earnings ratio to complete a forecasted price. The price will be discounted to obtain our target price for the present.</p><p>We use a discount rate based on the likelihood of the forecast. This depends on the smoothness of the trends we use to make the forecast, and how much growth is needed to achieve it. If the forecast is based on irregular trends that make the future harder to predict and it implies a lot of growth, making it harder to achieve, we will require a better return and therefore use a higher discount rate.</p><p>Palantir&#39;s revenue has evolved very smoothly over the four years in question. The revenue growth has followed a polynomial trend, meaning the growth in absolute terms is higher each year, but the growth rate falls as the revenue grows. This is the most common pattern for relatively young high-growth companies.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6915c630b9ebd4fda2714f72ac14013c\" tg-width=\"975\" tg-height=\"586\" width=\"100%\" height=\"auto\"/><span>Revenue (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>The revenue predicted by this trend is approximately $14.5bn by 2031, as you can see in the chart above.</p><p>The next thing we are looking at is the cost items. These are divided into cost of revenues, SG&amp;A expense and R&amp;D expense. The first, cost of revenues, is the most optimistic part of this forecast. This is because the most fitting trend for how much this cost is relative to revenue is logarithmic. This means that the relative cost should fall as revenue grows. You can see this in the chart below:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1126693797c0a9f6473ba8866528d6d6\" tg-width=\"975\" tg-height=\"586\" width=\"100%\" height=\"auto\"/><span>Cost of Revenue (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>A similar thing happens when you look at SG&amp;A expenses, although in this case, the trend is closer to a linear one:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7253107435bebba1df855203b3444d02\" tg-width=\"975\" tg-height=\"586\" width=\"100%\" height=\"auto\"/><span>SG&amp;A (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>And finally, we have R&amp;D expenses. These follow a weak linear trend:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa3e22d84f70d81705259e7fb033f73f\" tg-width=\"975\" tg-height=\"586\" width=\"100%\" height=\"auto\"/><span>R&amp;D (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>As you can see, while the revenue is smooth, the trends related to costs are weaker. This means the earnings forecast loses some degree of confidence and this will affect the discount rate we apply to the valuation. You can see here the complete forecast for the operating income figures in 1, 5 and 10 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f22c3370be3d3857f0546c2e79c29d02\" tg-width=\"717\" tg-height=\"187\" width=\"100%\" height=\"auto\"/><span>Forecast (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>The next point is the balance sheet. Without going into every single detail, I want to illustrate how we forecast the net invested capital will behave about sales in the future. Net invested capital is the sum of all assets that are not cash or financial investments, minus all liabilities which are not debt.</p><p>So far, this item has evolved in an almost linear relation with revenue. This is what we are going to assume for the next few years. You can see this relation in the chart below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89c52eb0c7ecc90a4ef2890025f626a\" tg-width=\"975\" tg-height=\"587\" width=\"100%\" height=\"auto\"/><span>NIC (Author&#39;s work) Source: Author&#39;s work. Items in $millions.</span></p><p>To complete the summarized balance sheet, we are assuming that there will continue to be no dividend and earnings will be accumulated into equity. Soon, we assume the company will also continue to increase its number of shares while this is necessary to maintain a similar relation between equity and sales volume. Here is our forecast for the basic balance sheet items:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bcebbf669e0a945a21dbebe4104f356\" tg-width=\"717\" tg-height=\"162\" width=\"100%\" height=\"auto\"/><span>Forecast (Author&#39;s work) Source: Author&#39;s work. Items in $millions or millions of shares.</span></p><p>You can see that we are predicting that as it has done now, Palantir will require relatively little investment, and will hold an extremely secure balance sheet, with insignificant debt and plenty of cash and financial investments.</p><p>Finally, we are going into the actual valuation. Although our forecasting method has a little more to it, I have explained the most important points for this particular company. Now it is time to go into the actual valuation. With an EPS figure of $2.24 in 2031, a PE ratio of 27, and a discount rate of 15%, we value PLTR shares at $14.77 today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082b2cffab949c6718c68c4e85db4204\" tg-width=\"514\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Valuation (Author&#39;s work) Source: Author&#39;s work</span></p><p>For estimating the PE ratio, we take into account that debt will be negative and in a significant amount. The sales growth at that point, according to our forecast, should be around 14% at that point. These two elements will drive the PE ratio higher than the average.</p><p>The discount rate is affected by the amount of growth we are assuming for the next 10 years, with a 25% CAGR over the whole period, and also by the fact that some of the trends we used to make the forecast were weaker than one would like. Overall, we are applying a 15% discount which is higher than average market returns.</p><p><b>Conclusion</b></p><p>All in all, Palantir seems to be trading somewhat below fair value. This provides investors with a fair margin of safety. The scenario laid out below is conservative, and Palantir could surprise investors with more explosive growth. But even if it doesn&#39;t, at this price Palantir is a value stock that even Warren Buffet could be interested in.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Cathie Wood Sells, Maybe Buffett Will Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Cathie Wood Sells, Maybe Buffett Will Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4492586-palantir-cathie-wood-sells-maybe-buffett-will-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir’s stock has fallen to fair value territory.Palantir is a Buffett worthy stock with a moat and growing cash flow.Our conservative forecast yields a target price $14,77.Thesis ...</p>\n\n<a href=\"https://seekingalpha.com/article/4492586-palantir-cathie-wood-sells-maybe-buffett-will-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4492586-palantir-cathie-wood-sells-maybe-buffett-will-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1179022083","content_text":"SummaryPalantir’s stock has fallen to fair value territory.Palantir is a Buffett worthy stock with a moat and growing cash flow.Our conservative forecast yields a target price $14,77.Thesis SummaryPalantir Inc. (PLTR) is an innovative company, which has been touted by growth investors like Cathie Woods for its great technology. However, I see in Palantir something closer to a Buffett style stock. Palantir possesses many of the characteristics that the oracle of Omaha looks for in his investments. At today's price, Palantir is at worst fairly valued, which gives ample margin of safety.Palantir has a MoatOne very compelling reason to own Palantir is the fact that the business is well insulated from competition. I find this to be the case for three reasons.Firstly, the company's technology is way ahead of its peers. Foundry and Gotham's data analytics capabilities are best-in-class, and they get better the more they are used and the more data is collected. This is what has allowed Palantir to gain such important government contracts.Secondly, the nature of how Palantir does business makes the relationship with its customers sticky. Palantir doesn't simply deploy a one size fits all software solution. The company has engineers working side by side with its clients to address each project and use case. As I've talked about in previous articles, Palantir is similar in this way to a consulting company. This has its disadvantages, sure, but it also creates long-lasting relationships and sticky revenues.Lastly, Palantir's main clients are government agencies, which also makes for a steady stream of revenues, and the more they use Palantir, the more dependent they are on it.Proof of these last two points can be found in the growth in value in government contracts, and net dollar retention.Government momentum (Investor Presentation) Source:Investor PresentationBalance Sheet and Cash FlowsPeople often complain about Palantir's high stock-based compensation, but this has allowed Palantir to have a really strong balance sheet even without turning a profit. Palantir has over $2.5 billion in cash and only $260 million in debt. Furthermore, it has a current and quick ratio of over 4. Palantir has plenty of cash and is operating close to break-even. In an environment where rates are rising, a company without a big reliance on debt becomes more attractive.Most importantly though, Palantir has seen strong cash flow growth in 2021.Cash flow/growth comparison (Investor Presentation) Source:Investor PresentationWith revenue growth of 41%, and a cash flow margin of 28%, Palantir looks like a compelling investment when compared to peers. Palantir's profitability is hurt by SBC, but this is a cost that can be wound down. Operating margins are positive and growing, and it is easy to forecast profitability in Palantir's future.Forecast and ValuationNow I am going to walk through a valuation for Palantir based on a 10-year forecast, which is based on yearly figures from 2018 to 2021. We will use the forecast to determine earnings per share in 10 years, and based on growth and balance sheet solidity, we will estimate a price to earnings ratio to complete a forecasted price. The price will be discounted to obtain our target price for the present.We use a discount rate based on the likelihood of the forecast. This depends on the smoothness of the trends we use to make the forecast, and how much growth is needed to achieve it. If the forecast is based on irregular trends that make the future harder to predict and it implies a lot of growth, making it harder to achieve, we will require a better return and therefore use a higher discount rate.Palantir's revenue has evolved very smoothly over the four years in question. The revenue growth has followed a polynomial trend, meaning the growth in absolute terms is higher each year, but the growth rate falls as the revenue grows. This is the most common pattern for relatively young high-growth companies.Revenue (Author's work) Source: Author's work. Items in $millions.The revenue predicted by this trend is approximately $14.5bn by 2031, as you can see in the chart above.The next thing we are looking at is the cost items. These are divided into cost of revenues, SG&A expense and R&D expense. The first, cost of revenues, is the most optimistic part of this forecast. This is because the most fitting trend for how much this cost is relative to revenue is logarithmic. This means that the relative cost should fall as revenue grows. You can see this in the chart below:Cost of Revenue (Author's work) Source: Author's work. Items in $millions.A similar thing happens when you look at SG&A expenses, although in this case, the trend is closer to a linear one:SG&A (Author's work) Source: Author's work. Items in $millions.And finally, we have R&D expenses. These follow a weak linear trend:R&D (Author's work) Source: Author's work. Items in $millions.As you can see, while the revenue is smooth, the trends related to costs are weaker. This means the earnings forecast loses some degree of confidence and this will affect the discount rate we apply to the valuation. You can see here the complete forecast for the operating income figures in 1, 5 and 10 years.Forecast (Author's work) Source: Author's work. Items in $millions.The next point is the balance sheet. Without going into every single detail, I want to illustrate how we forecast the net invested capital will behave about sales in the future. Net invested capital is the sum of all assets that are not cash or financial investments, minus all liabilities which are not debt.So far, this item has evolved in an almost linear relation with revenue. This is what we are going to assume for the next few years. You can see this relation in the chart below.NIC (Author's work) Source: Author's work. Items in $millions.To complete the summarized balance sheet, we are assuming that there will continue to be no dividend and earnings will be accumulated into equity. Soon, we assume the company will also continue to increase its number of shares while this is necessary to maintain a similar relation between equity and sales volume. Here is our forecast for the basic balance sheet items:Forecast (Author's work) Source: Author's work. Items in $millions or millions of shares.You can see that we are predicting that as it has done now, Palantir will require relatively little investment, and will hold an extremely secure balance sheet, with insignificant debt and plenty of cash and financial investments.Finally, we are going into the actual valuation. Although our forecasting method has a little more to it, I have explained the most important points for this particular company. Now it is time to go into the actual valuation. With an EPS figure of $2.24 in 2031, a PE ratio of 27, and a discount rate of 15%, we value PLTR shares at $14.77 today.Valuation (Author's work) Source: Author's workFor estimating the PE ratio, we take into account that debt will be negative and in a significant amount. The sales growth at that point, according to our forecast, should be around 14% at that point. These two elements will drive the PE ratio higher than the average.The discount rate is affected by the amount of growth we are assuming for the next 10 years, with a 25% CAGR over the whole period, and also by the fact that some of the trends we used to make the forecast were weaker than one would like. Overall, we are applying a 15% discount which is higher than average market returns.ConclusionAll in all, Palantir seems to be trading somewhat below fair value. This provides investors with a fair margin of safety. The scenario laid out below is conservative, and Palantir could surprise investors with more explosive growth. But even if it doesn't, at this price Palantir is a value stock that even Warren Buffet could be interested in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000183","authorId":"9000000000000183","name":"tinkie","avatar":"https://static.tigerbbs.com/ba8aa4cb116251d941ecb460f20f465b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000183","authorIdStr":"9000000000000183"},"content":"I agree with you, so I think they should develop more private customers.","text":"I agree with you, so I think they should develop more private customers.","html":"I agree with you, so I think they should develop more private customers."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094109103,"gmtCreate":1645071221526,"gmtModify":1676533994304,"author":{"id":"3578290306444133","authorId":"3578290306444133","name":"Rodnus","avatar":"https://community-static.tradeup.com/news/db351359f86cbd53c23589ef582ba532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578290306444133","authorIdStr":"3578290306444133"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094109103","repostId":"2211766151","repostType":4,"repost":{"id":"2211766151","pubTimestamp":1645057191,"share":"https://ttm.financial/m/news/2211766151?lang=&edition=fundamental","pubTime":"2022-02-17 08:19","market":"us","language":"en","title":"2 Metaverse Stocks to Buy and Hold for the Next 10 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2211766151","media":"Motley Fool","summary":"Investors can bet on these two companies to ride the metaverse trend.","content":"<html><head></head><body><p>The metaverse is becoming a popular investment theme of late. Investors are scrambling for stock ideas to avoid missing out on what many are suggesting will be a huge trend.</p><p>While much about the metaverse is speculative right now and lots of new companies are coming to market with their ideas for capitalizing on it, investors do not have to buy in on unknown or unproven startups to benefit from the tailwind. There are well-established companies that investors can bet on to ride the metaverse story.</p><p>Let&#39;s explore two of these metaverse stocks that might just be worth buying and holding for the next decade of development.</p><h2>1. <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>: The social media-turned-metaverse contender</h2><p><b>Meta Platforms</b> (NASDAQ:FB), formerly known as Facebook, has been a social media platform for most of its existence. With more than 3 billion monthly active users, Meta is used by almost half of the global population who access at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its family of apps -- Facebook, Facebook Messenger, Instagram, and WhatsApp.</p><p>While its social media apps generate most of the revenue -- with income mainly from advertising -- Meta made a strategic move last year to pivot the company&#39;s focus toward the metaverse. In this new frontier, Meta aims to help users maintain a feeling of physical presence, beyond just text and video, when connecting with anyone, anywhere.</p><p>For example, today, we video call our family members who live in another location using Facebook Messenger, Whatsapp, or another video streaming program. But in the metaverse world, we can put on our VR headsets and be together with our family members in a virtual space. The experience will be similar to watching <i>Avatar</i> in a 3D cinema. The difference is that we can interact with the virtual avatars of our family members. Or imagine a world where we can attend any live concert, globally, without leaving the comfort of our homes. All we need is to put on Meta&#39;s Oculus headset and our favorite artists appear in front of us (at least virtually). And while we are at the concert, we can make purchases in a virtual marketplace and the products we buy can be virtual as well (like dressing our avatar in a concert T-shirt) or real (like buying an actual concert T-shirt) and the products are then shipped to our homes. These are just some early and basic examples of what we can experience in a metaverse.</p><p>So what is Meta&#39;s role in this gigantic shift? To start, the company wants to help develop the core technologies -- like virtual reality (VR) and augmented reality (AR) -- as well as the social platforms that will bring the metaverse to life. It will also focus on building a more inclusive community, ensuring that privacy and safety, open standards, and the appropriate governance are all there from the start.</p><p>While all these sound good and exciting, investors should note that the metaverse will take years, if not decades, to become mainstream. Along the way, Meta will need to invest heavily in technology, talent, and partnerships to pull this off. It helps that the tech company has an advertising business that generates billions in profit annually, billions of active users, thousands of world-class talents (developers), and a visionary founder who has significant skin in the game.</p><p>With these ingredients in place, Meta can take a long-term approach toward building its metaverse business.</p><h2>2. Tencent Holdings: The leading technology conglomerate in China</h2><p><b>Tencent Holdings</b> (OTC:TCEHY) is one of the most valuable companies in China thanks to its wide-ranging business activities. It is the leading Chinese company in online games, social media, mobile messaging, fintech, and more. Think of it as the combination of Meta, <b>Activision Blizzard</b>, and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>. Besides its fully owned businesses, Tencent is also an investor in some of the best companies globally, including <b>Meituan</b>, <b>Pinduoduo</b>, <b>Sea Limited</b>,<b> Spotify Technology</b>, and<b> Snap</b>, just to mention a few.</p><p>Unlike Meta, which has shifted its whole company to focus on metaverse, Tencent has yet to make such a major change to its business model. Nevertheless, the latter&#39;s exposure to the metaverse is in no way less significant.</p><p>To start, Tencent is already an active participant in metaverse via its exposure to video games. As the largest gaming company in China, the company is well-positioned to take the next step of making its games more interactive and immersive. To this end, Tencent has all the resources -- cash, developers, and users -- to pivot its gaming business toward that direction.</p><p>Besides, it has exposure to other leading gaming companies -- such as Epic Games and <b>Roblox</b> -- to help it ride the metaverse trend. For example, Tencent and Roblox have a joint venture that will distribute Roblox&#39;s content in China. In other words, Tencent will benefit directly (from accessing Roblox&#39;s content) and indirectly (from watching and learning Roblox&#39;s moves) so long as it maintains its partnership with Roblox.</p><p>On top of that, Tencent has recently acquired Chinese gaming-focused specialty smartphone maker Black Shark as a move into the AR/VR hardware business. This move completes the puzzle within Tencent&#39;s metaverse plan since the company already has all the necessary pieces through its wide-ranging businesses.</p><p>In short, investors looking to ride the metaverse tailwind can keep Tencent on their radar.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Metaverse Stocks to Buy and Hold for the Next 10 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Metaverse Stocks to Buy and Hold for the Next 10 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/16/metaverse-stocks-buy-and-hold-for-next-10-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The metaverse is becoming a popular investment theme of late. Investors are scrambling for stock ideas to avoid missing out on what many are suggesting will be a huge trend.While much about the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/16/metaverse-stocks-buy-and-hold-for-next-10-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","META":"Meta Platforms, Inc.","BK4547":"WSB热门概念","BK4085":"互动家庭娱乐","VR":"GLOBAL X METAVERSE ETF","TCEHY":"腾讯控股ADR","RBLX":"Roblox Corporation","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4213":"石油与天然气的勘探与生产","BK4554":"元宇宙及AR概念","00700":"腾讯控股","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4508":"社交媒体","BK4527":"明星科技股","AR":"Antero Resources Corp","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/02/16/metaverse-stocks-buy-and-hold-for-next-10-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211766151","content_text":"The metaverse is becoming a popular investment theme of late. Investors are scrambling for stock ideas to avoid missing out on what many are suggesting will be a huge trend.While much about the metaverse is speculative right now and lots of new companies are coming to market with their ideas for capitalizing on it, investors do not have to buy in on unknown or unproven startups to benefit from the tailwind. There are well-established companies that investors can bet on to ride the metaverse story.Let's explore two of these metaverse stocks that might just be worth buying and holding for the next decade of development.1. Meta Platforms: The social media-turned-metaverse contenderMeta Platforms (NASDAQ:FB), formerly known as Facebook, has been a social media platform for most of its existence. With more than 3 billion monthly active users, Meta is used by almost half of the global population who access at least one of its family of apps -- Facebook, Facebook Messenger, Instagram, and WhatsApp.While its social media apps generate most of the revenue -- with income mainly from advertising -- Meta made a strategic move last year to pivot the company's focus toward the metaverse. In this new frontier, Meta aims to help users maintain a feeling of physical presence, beyond just text and video, when connecting with anyone, anywhere.For example, today, we video call our family members who live in another location using Facebook Messenger, Whatsapp, or another video streaming program. But in the metaverse world, we can put on our VR headsets and be together with our family members in a virtual space. The experience will be similar to watching Avatar in a 3D cinema. The difference is that we can interact with the virtual avatars of our family members. Or imagine a world where we can attend any live concert, globally, without leaving the comfort of our homes. All we need is to put on Meta's Oculus headset and our favorite artists appear in front of us (at least virtually). And while we are at the concert, we can make purchases in a virtual marketplace and the products we buy can be virtual as well (like dressing our avatar in a concert T-shirt) or real (like buying an actual concert T-shirt) and the products are then shipped to our homes. These are just some early and basic examples of what we can experience in a metaverse.So what is Meta's role in this gigantic shift? To start, the company wants to help develop the core technologies -- like virtual reality (VR) and augmented reality (AR) -- as well as the social platforms that will bring the metaverse to life. It will also focus on building a more inclusive community, ensuring that privacy and safety, open standards, and the appropriate governance are all there from the start.While all these sound good and exciting, investors should note that the metaverse will take years, if not decades, to become mainstream. Along the way, Meta will need to invest heavily in technology, talent, and partnerships to pull this off. It helps that the tech company has an advertising business that generates billions in profit annually, billions of active users, thousands of world-class talents (developers), and a visionary founder who has significant skin in the game.With these ingredients in place, Meta can take a long-term approach toward building its metaverse business.2. Tencent Holdings: The leading technology conglomerate in ChinaTencent Holdings (OTC:TCEHY) is one of the most valuable companies in China thanks to its wide-ranging business activities. It is the leading Chinese company in online games, social media, mobile messaging, fintech, and more. Think of it as the combination of Meta, Activision Blizzard, and PayPal Holdings. Besides its fully owned businesses, Tencent is also an investor in some of the best companies globally, including Meituan, Pinduoduo, Sea Limited, Spotify Technology, and Snap, just to mention a few.Unlike Meta, which has shifted its whole company to focus on metaverse, Tencent has yet to make such a major change to its business model. Nevertheless, the latter's exposure to the metaverse is in no way less significant.To start, Tencent is already an active participant in metaverse via its exposure to video games. As the largest gaming company in China, the company is well-positioned to take the next step of making its games more interactive and immersive. To this end, Tencent has all the resources -- cash, developers, and users -- to pivot its gaming business toward that direction.Besides, it has exposure to other leading gaming companies -- such as Epic Games and Roblox -- to help it ride the metaverse trend. For example, Tencent and Roblox have a joint venture that will distribute Roblox's content in China. In other words, Tencent will benefit directly (from accessing Roblox's content) and indirectly (from watching and learning Roblox's moves) so long as it maintains its partnership with Roblox.On top of that, Tencent has recently acquired Chinese gaming-focused specialty smartphone maker Black Shark as a move into the AR/VR hardware business. This move completes the puzzle within Tencent's metaverse plan since the company already has all the necessary pieces through its wide-ranging businesses.In short, investors looking to ride the metaverse tailwind can keep Tencent on their radar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091745715358870","authorId":"4091745715358870","name":"SanBarbara","avatar":"https://community-static.tradeup.com/news/3ae2c291b44b159c3d184d53d7831724","crmLevel":4,"crmLevelSwitch":0,"idStr":"4091745715358870","authorIdStr":"4091745715358870"},"content":"10years ?! [Surprised][Surprised]","text":"10years ?! [Surprised][Surprised]","html":"10years ?! [Surprised][Surprised]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161184617,"gmtCreate":1623911231539,"gmtModify":1703823317945,"author":{"id":"3578290306444133","authorId":"3578290306444133","name":"Rodnus","avatar":"https://community-static.tradeup.com/news/db351359f86cbd53c23589ef582ba532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578290306444133","authorIdStr":"3578290306444133"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>BB keeping it below 20c. You need patience for this counter.","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>BB keeping it below 20c. You need patience for this counter.","text":"$SEMBCORP MARINE LTD(S51.SI)$BB keeping it below 20c. You need patience for this counter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161184617","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161182545,"gmtCreate":1623911061087,"gmtModify":1703823315826,"author":{"id":"3578290306444133","authorId":"3578290306444133","name":"Rodnus","avatar":"https://community-static.tradeup.com/news/db351359f86cbd53c23589ef582ba532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578290306444133","authorIdStr":"3578290306444133"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>BB keeping it below $0.20.&nbsp;You need patience for this counter.","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>BB keeping it below $0.20.&nbsp;You need patience for this counter.","text":"$SEMBCORP MARINE LTD(S51.SI)$BB keeping it below $0.20. You need patience for this counter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161182545","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341378666,"gmtCreate":1617787326555,"gmtModify":1704703126176,"author":{"id":"3578290306444133","authorId":"3578290306444133","name":"Rodnus","avatar":"https://community-static.tradeup.com/news/db351359f86cbd53c23589ef582ba532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578290306444133","authorIdStr":"3578290306444133"},"themes":[],"htmlText":"What is the purposes of the announcement to indicate sell&nbsp;intention? Funny, So they can sell at a lower price.&nbsp;Why not sell then announce. What is their real intention.","listText":"What is the purposes of the announcement to indicate sell&nbsp;intention? Funny, So they can sell at a lower price.&nbsp;Why not sell then announce. What is their real intention.","text":"What is the purposes of the announcement to indicate sell intention? Funny, So they can sell at a lower price. Why not sell then announce. What is their real intention.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341378666","repostId":"1107597332","repostType":4,"repost":{"id":"1107597332","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617786097,"share":"https://ttm.financial/m/news/1107597332?lang=&edition=fundamental","pubTime":"2021-04-07 17:01","market":"hk","language":"en","title":"Tencent Top Holder Prosus to Sell Up to $14.6 Billion Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1107597332","media":"Tiger Newspress","summary":"Prosus NV plans to raise as much as $14.6 billion from the sale of shares in Chinese internet giant ","content":"<p>Prosus NV&nbsp;plans to raise as much as $14.6 billion from the sale of shares in Chinese internet giant&nbsp;Tencent Holdings Ltd., further growing its war chest for new e-commerce deals.</p><p>The Amsterdam-listed firm will sell a 2% stake in Tencent, reducing its holding to just under 29% while remaining the biggest shareholder, according to a&nbsp;statement&nbsp;on Wednesday. The price range was set at HK$575.00 to HK$595.00, a discount to the last trading price of HK$629.50.</p><p>The sale helps to boost Prosus’s coffers at a time when e-commerce is booming, with the coronavirus pandemic increasing online demand for everything from shopping and food delivery to education. The company already has assets in those sectors alongside the likes of payment services, and has long been on the hunt for further acquisitions.</p><p>“The group has some really interesting investments in India’s e-commerce space, so perhaps that is where some of the capital will go,” said Nick Kunze, a senior portfolio manager at Sanlam Private Wealth. “They now have the war chest to implement on the opportunities.”</p><p><b>Mega Deal</b></p><p>The fundraising may also give Prosus another shot at securing a mega deal, having missed out on two high-profile takeovers over the last 18 months. The company lost an $8 billion battle to buy U.K. food group Just Eat Plc to Takeaway.com at the start of last year, and in July was beaten in a $9 billion auction for&nbsp;EBay Inc.’s classifieds business by Norwegian rival&nbsp;Adevinta ASA.</p><p>Prosus shares traded 4.1% lower as of 12:12 p.m. in Amsterdam. By selling the Tencent shares at a discount, the Chinese company’s stock is likely to fall when trading in Hong Kong opens on Thursday. That is having a knock-on effect on Prosus, according to Roy Topol, a portfolio manager at Johannesburg-based Cratos Capital.</p><p>Prosus is cashing on one of the all-time great venture-capital deals.Naspers Ltd., the company’s Cape-Town-based parent, invested just $32 million in Tencent in 2001, when it was an obscure internet firm. The shares are now worth about $239 billion.</p><p>While the decision has made Naspers the most valuable company in Africa, its market capitalization of about $109 billion lags well behind the value of the Tencent holding. The creation of Prosus was partly designed to narrow that discount, but the Amsterdam-based company too is dwarfed by the size of the stake in the WeChat creator.</p><p>Prosus has committed not to sell any further Tencent shares for at least the next three years, the company said. Naspers sold a similar size stake in 2018, a year before spinning off the shareholding and most of its other businesses into what is now Prosus.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent Top Holder Prosus to Sell Up to $14.6 Billion Stake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent Top Holder Prosus to Sell Up to $14.6 Billion Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-07 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Prosus NV&nbsp;plans to raise as much as $14.6 billion from the sale of shares in Chinese internet giant&nbsp;Tencent Holdings Ltd., further growing its war chest for new e-commerce deals.</p><p>The Amsterdam-listed firm will sell a 2% stake in Tencent, reducing its holding to just under 29% while remaining the biggest shareholder, according to a&nbsp;statement&nbsp;on Wednesday. The price range was set at HK$575.00 to HK$595.00, a discount to the last trading price of HK$629.50.</p><p>The sale helps to boost Prosus’s coffers at a time when e-commerce is booming, with the coronavirus pandemic increasing online demand for everything from shopping and food delivery to education. The company already has assets in those sectors alongside the likes of payment services, and has long been on the hunt for further acquisitions.</p><p>“The group has some really interesting investments in India’s e-commerce space, so perhaps that is where some of the capital will go,” said Nick Kunze, a senior portfolio manager at Sanlam Private Wealth. “They now have the war chest to implement on the opportunities.”</p><p><b>Mega Deal</b></p><p>The fundraising may also give Prosus another shot at securing a mega deal, having missed out on two high-profile takeovers over the last 18 months. The company lost an $8 billion battle to buy U.K. food group Just Eat Plc to Takeaway.com at the start of last year, and in July was beaten in a $9 billion auction for&nbsp;EBay Inc.’s classifieds business by Norwegian rival&nbsp;Adevinta ASA.</p><p>Prosus shares traded 4.1% lower as of 12:12 p.m. in Amsterdam. By selling the Tencent shares at a discount, the Chinese company’s stock is likely to fall when trading in Hong Kong opens on Thursday. That is having a knock-on effect on Prosus, according to Roy Topol, a portfolio manager at Johannesburg-based Cratos Capital.</p><p>Prosus is cashing on one of the all-time great venture-capital deals.Naspers Ltd., the company’s Cape-Town-based parent, invested just $32 million in Tencent in 2001, when it was an obscure internet firm. The shares are now worth about $239 billion.</p><p>While the decision has made Naspers the most valuable company in Africa, its market capitalization of about $109 billion lags well behind the value of the Tencent holding. The creation of Prosus was partly designed to narrow that discount, but the Amsterdam-based company too is dwarfed by the size of the stake in the WeChat creator.</p><p>Prosus has committed not to sell any further Tencent shares for at least the next three years, the company said. Naspers sold a similar size stake in 2018, a year before spinning off the shareholding and most of its other businesses into what is now Prosus.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","PROSF":"Prosus NV","00700":"腾讯控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107597332","content_text":"Prosus NV plans to raise as much as $14.6 billion from the sale of shares in Chinese internet giant Tencent Holdings Ltd., further growing its war chest for new e-commerce deals.The Amsterdam-listed firm will sell a 2% stake in Tencent, reducing its holding to just under 29% while remaining the biggest shareholder, according to a statement on Wednesday. The price range was set at HK$575.00 to HK$595.00, a discount to the last trading price of HK$629.50.The sale helps to boost Prosus’s coffers at a time when e-commerce is booming, with the coronavirus pandemic increasing online demand for everything from shopping and food delivery to education. The company already has assets in those sectors alongside the likes of payment services, and has long been on the hunt for further acquisitions.“The group has some really interesting investments in India’s e-commerce space, so perhaps that is where some of the capital will go,” said Nick Kunze, a senior portfolio manager at Sanlam Private Wealth. “They now have the war chest to implement on the opportunities.”Mega DealThe fundraising may also give Prosus another shot at securing a mega deal, having missed out on two high-profile takeovers over the last 18 months. The company lost an $8 billion battle to buy U.K. food group Just Eat Plc to Takeaway.com at the start of last year, and in July was beaten in a $9 billion auction for EBay Inc.’s classifieds business by Norwegian rival Adevinta ASA.Prosus shares traded 4.1% lower as of 12:12 p.m. in Amsterdam. By selling the Tencent shares at a discount, the Chinese company’s stock is likely to fall when trading in Hong Kong opens on Thursday. That is having a knock-on effect on Prosus, according to Roy Topol, a portfolio manager at Johannesburg-based Cratos Capital.Prosus is cashing on one of the all-time great venture-capital deals.Naspers Ltd., the company’s Cape-Town-based parent, invested just $32 million in Tencent in 2001, when it was an obscure internet firm. The shares are now worth about $239 billion.While the decision has made Naspers the most valuable company in Africa, its market capitalization of about $109 billion lags well behind the value of the Tencent holding. The creation of Prosus was partly designed to narrow that discount, but the Amsterdam-based company too is dwarfed by the size of the stake in the WeChat creator.Prosus has committed not to sell any further Tencent shares for at least the next three years, the company said. Naspers sold a similar size stake in 2018, a year before spinning off the shareholding and most of its other businesses into what is now Prosus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9033771699,"gmtCreate":1646368705505,"gmtModify":1676534123222,"author":{"id":"3578290306444133","authorId":"3578290306444133","name":"Rodnus","avatar":"https://community-static.tradeup.com/news/db351359f86cbd53c23589ef582ba532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578290306444133","authorIdStr":"3578290306444133"},"themes":[],"htmlText":"Don’t think Warren Buffett is interested in palantir. Just like he is not interested in Tesla. As the article mentioned&nbsp;their main revenue&nbsp;is from the government, do factor in the risk involved. There many times gov may&nbsp;flip their decision. So dydd.","listText":"Don’t think Warren Buffett is interested in palantir. Just like he is not interested in Tesla. As the article mentioned&nbsp;their main revenue&nbsp;is from the government, do factor in the risk involved. There many times gov may&nbsp;flip their decision. So dydd.","text":"Don’t think Warren Buffett is interested in palantir. Just like he is not interested in Tesla. As the article mentioned their main revenue is from the government, do factor in the risk involved. There many times gov may flip their decision. So dydd.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033771699","repostId":"1179022083","repostType":4,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000183","authorId":"9000000000000183","name":"tinkie","avatar":"https://static.tigerbbs.com/ba8aa4cb116251d941ecb460f20f465b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000183","authorIdStr":"9000000000000183"},"content":"I agree with you, so I think they should develop more private customers.","text":"I agree with you, so I think they should develop more private customers.","html":"I agree with you, so I think they should develop more private customers."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094109103,"gmtCreate":1645071221526,"gmtModify":1676533994304,"author":{"id":"3578290306444133","authorId":"3578290306444133","name":"Rodnus","avatar":"https://community-static.tradeup.com/news/db351359f86cbd53c23589ef582ba532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578290306444133","authorIdStr":"3578290306444133"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094109103","repostId":"2211766151","repostType":4,"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091745715358870","authorId":"4091745715358870","name":"SanBarbara","avatar":"https://community-static.tradeup.com/news/3ae2c291b44b159c3d184d53d7831724","crmLevel":4,"crmLevelSwitch":0,"idStr":"4091745715358870","authorIdStr":"4091745715358870"},"content":"10years ?! [Surprised][Surprised]","text":"10years ?! [Surprised][Surprised]","html":"10years ?! [Surprised][Surprised]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161184617,"gmtCreate":1623911231539,"gmtModify":1703823317945,"author":{"id":"3578290306444133","authorId":"3578290306444133","name":"Rodnus","avatar":"https://community-static.tradeup.com/news/db351359f86cbd53c23589ef582ba532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578290306444133","authorIdStr":"3578290306444133"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>BB keeping it below 20c. You need patience for this counter.","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>BB keeping it below 20c. You need patience for this counter.","text":"$SEMBCORP MARINE LTD(S51.SI)$BB keeping it below 20c. You need patience for this counter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161184617","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161182545,"gmtCreate":1623911061087,"gmtModify":1703823315826,"author":{"id":"3578290306444133","authorId":"3578290306444133","name":"Rodnus","avatar":"https://community-static.tradeup.com/news/db351359f86cbd53c23589ef582ba532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578290306444133","authorIdStr":"3578290306444133"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>BB keeping it below $0.20.&nbsp;You need patience for this counter.","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>BB keeping it below $0.20.&nbsp;You need patience for this counter.","text":"$SEMBCORP MARINE LTD(S51.SI)$BB keeping it below $0.20. You need patience for this counter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161182545","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341378666,"gmtCreate":1617787326555,"gmtModify":1704703126176,"author":{"id":"3578290306444133","authorId":"3578290306444133","name":"Rodnus","avatar":"https://community-static.tradeup.com/news/db351359f86cbd53c23589ef582ba532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578290306444133","authorIdStr":"3578290306444133"},"themes":[],"htmlText":"What is the purposes of the announcement to indicate sell&nbsp;intention? Funny, So they can sell at a lower price.&nbsp;Why not sell then announce. What is their real intention.","listText":"What is the purposes of the announcement to indicate sell&nbsp;intention? Funny, So they can sell at a lower price.&nbsp;Why not sell then announce. What is their real intention.","text":"What is the purposes of the announcement to indicate sell intention? Funny, So they can sell at a lower price. Why not sell then announce. What is their real intention.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341378666","repostId":"1107597332","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}