据报道，Prosus近期出售了约2.5亿美元的美团股票。 ...

Group 1 - Prosus, a Dutch technology investment group, has initiated a divestment of its shares in Meituan, amounting to $4 billion [1] - This move indicates a strategic shift in Prosus's investment portfolio, potentially impacting Meituan's stock performance [1] - The divestment reflects broader trends in the technology investment landscape, where firms are reassessing their holdings in Chinese tech companies [1]

Prosus于7月21-25日按均价51.4684欧元回购股票225.2449万股，总体耗资1.159亿欧元（折合1.360亿美 元）。 Naspers同期按均价5815.2247南非兰特回购股票18.6285万股，总体耗资10.833亿兰特（折合0.614亿美 元）。 ...

政经热点 Political and economic hotspots 全球主要股票指数 | 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 44837.56 | -64.36 | -0.14% | | | 纳斯达克 | 21178.58 | 70.26 | 0.33% | | | 标普500 | 6389.77 | 1.13 | 0.02% | | | 欧洲斯托克50 | 5337.58 | -14.58 | -0.27% | | | 英国富时100 | 9081.44 | -38.87 | -0.43% | | | 法国CAC40 = | 7800.88 > | -33.7 | -0.43% | | | w.qelonghul 德国DAX | 23970.36 | www.gogudata.com -247.14 | -1.02% | | | 俄罗斯RTS | 1081.1 | -16.74 | -1.52% | | MATE | 上证指数 | 3597.94 | 4.28 | 0.12% | | | ...

Group 1 - Meituan plans to invest $1 billion in Brazil over the next five years to support the local development of its delivery service, Keeta [1] - The Brazilian food delivery market is dominated by iFood, which holds 90% market share, presenting significant challenges for Meituan [3] - The Brazilian food delivery market is valued at $12 billion and is growing at a rate of 20% annually, making it an attractive opportunity for Meituan [6] Group 2 - Keeta aims to differentiate itself from iFood by avoiding exclusive contracts with restaurants and instead focusing on reasonable commissions and quality service [6] - Meituan has over 1,000 algorithm experts and a data model that optimizes order distribution and rider management, which can be applied in Brazil [7] - The $1 billion investment will be used to develop digital tools, marketing resources, and establish a logistics network with over 100,000 riders, aiming to cover 1,000 major cities in five years [7] Group 3 - Keeta is exploring the use of drones for delivery, having experience with over 1 million drone or autonomous delivery instances, although local regulations currently restrict this [7] - The active number of delivery riders in Brazil is estimated to be less than 1 million, with iFood having fewer than 500,000 active riders [7] - Keeta plans to enter 15 metropolitan areas by June 2026, focusing solely on food delivery, with potential future expansions into fresh produce and pharmaceuticals [7]

Core Viewpoint - Tencent Holdings has seen a significant stock price increase, reaching a new high since June 2021, driven by strong buyback activities amid major shareholder Prosus's continued reduction of its stake [1]. Group 1: Stock Performance and Buyback - On July 23, Tencent's stock price surged nearly 5%, closing at 552 HKD per share, with a total market capitalization of 50,594 billion HKD [1]. - Tencent has set a buyback target of 80 billion HKD for 2025, having already repurchased 400.43 billion HKD worth of shares, achieving approximately 50.1% of its target as of July 20 [1]. Group 2: Earnings Forecast - Analysts from Guohai Securities predict Tencent will achieve a revenue of 1,796 million RMB in Q2 2025, representing a year-on-year growth of 11%, with a NON-IFRS operating profit of 672 million RMB, up 15% [2]. - Another optimistic forecast from Guoxin Securities estimates Q2 2025 revenue at 1,801 million RMB, a 12% increase year-on-year, with a NON-IFRS net profit of 645 million RMB, reflecting a 13% growth [4]. Group 3: Fund Holdings and Changes - Public funds have reduced their holdings in Tencent, with 1,198 funds collectively holding approximately 1.67 million shares, a decrease of 1,730,430 shares compared to the previous quarter [5]. - Notably, the E Fund Blue Chip Select Mixed Fund, managed by renowned fund manager Zhang Kun, reduced its Tencent shares by 770,000 but still maintains Tencent as its largest holding [7]. Group 4: ETF Activity - ETFs have emerged as the main force in increasing Tencent's holdings, collectively adding 553,000 shares, with significant increases from various ETFs such as the E Fund China Internet ETF and the Hong Kong Technology ETF [9].

欧盟委员会：Prosus针对收购Just Eat Takeaway.com的协议提交补救方案，欧盟将审查的啥时间延长至8 月11日。 ...

Prosus has offered to sell down its holding in Delivery Hero to help pave the way for regulatory approvals for its acquisition of Just Eat https://t.co/z4O6T3WCNd ...

"欧版饿了么"Just Eat Takeaway涨3.1%，Prosus提出补救方案。 ...

腾讯大股东Prosus出售了37.1万股腾讯控股(00700.HK)股票，持股比例降至22.996%。 ...