Overview
- Prosus shares ascended to unprecedented levels this week, propelled by Tencent’s impressive earnings coupled with surging e-commerce growth.
- Tencent realized a 15% year-on-year revenue growth in Q2 2025, exceeding analysts’ forecasts with remarkable advancements in both domestic and international gaming sectors.
- Prosus stock increased by 3.37% this week, achieving an all-time high of R1,087, which represents an astonishing 350% appreciation over the past three years.
- Investor sentiment was amplified by share repurchase initiatives and substantial personal investments from executive leadership, all indicative of optimistic future trajectories for Prosus.
Prosus shares experienced a meteoric rise this week, invigorated by Tencent’s stellar earnings, the advent of AI services, and an e-commerce sector displaying noteworthy momentum.
Tencent’s Performance Fuels Ascendancy
Possessing a significant 24% stake in Tencent through Napers, Prosus garnered considerable traction following Tencent’s announcement of a third consecutive quarter of double-digit revenue growth. The Chinese tech behemoth surpassed analyst expectations, invigorated by a thriving gaming division and the integration of AI features across its messaging and gaming platforms. This performance epitomized Tencent’s capacity to consistently exceed projections while maintaining growth in both domestic and international arenas.
Tencent Reports Strong Q2 Figures with Double-Digit Revenue and Profit Growth
Tencent unveiled a robust second quarter in 2025, eclipsing analysts’ forecasts with remarkable gains across its domestic and international gaming segments.
Quarterly Revenue Insights
- Q2 2025 revenue amounted to 184.5 billion yuan (R463 billion), representing a 15% increase year-on-year.
- This surpassed Bloomberg’s projection of an 11% gain.
First-Half Revenue Developments
- Revenue for the first half of 2025 rose by 14% year-on-year, predominantly driven by gaming and other core business segments.
Gaming Segment Breakdown
- Revenue from domestic games surged by 17% year-on-year in Q2.
- International gaming witnessed an even more vigorous increase of 35% year-on-year in Q2.
Profit Insights
- Net profit for Q2 climbed 17% year-on-year to reach 55.6 billion yuan.
Prosus Stock Hits Historic High
Prosus exhibited a 3.37% increase for the week, attaining R1,087 on the Johannesburg Stock Exchange, representing a new historic zenith. Moreover, the stock appreciated by 8.50% over the month. This growth trajectory follows an extended recovery from the early 2022 low of approximately 32,500 ZAC—indicating a rally that has yielded nearly 350% growth over three years.
Throughout this uptrend, Prosus has consistently found support at its 50-week simple moving average, a pivotal technical benchmark that has spurred renewed buying enthusiasm. The recent breakout above resistance reassures bullish momentum for forthcoming gains.
PRXJn Chart Weekly – Accelerated Uptrend
E-Commerce Dynamics and Financial Performance
Prosus’ FY2025 earnings discourse revealed a flourishing landscape, with e-commerce revenues soaring by 21%, outpacing industry competitors significantly. Adjusted EBIT from e-commerce reached $443 million, enhancing positive adjusted EBIT at the group level. Furthermore, free cash flow improved by $513 million, core headline earnings per share experienced a 59% rise, and the company has doubled its dividend.
Strategic Initiatives and Investor Assurance
Investor confidence was further galvanized by share repurchase actions, with 2,088,768 shares repurchased between July 14 and 18 at an average price of €48.82, aggregating approximately €102 million ($118.5 million USD). Complementing this optimism, Group CEO Fabricio Bloisi embarked on a personal acquisition of €20 million worth of Prosus shares at an average of €48.46, thereby amplifying his stake by 326%. Such personal investment is perceived as a robust endorsement of Prosus’ promising trajectory—akin to a subtle yet brilliant figure seizing the limelight.
Conclusion
The ascension of Prosus to historic peaks embodies a synthesis of Tencent’s outstanding performance, accelerating e-commerce growth, technical breakout vigor, and evident leadership confidence. As market conditions cohesively align in its favor, Prosus appears poised to perpetuate its gains throughout the latter half of 2025.
Prosus Achieves Record Highs amid Sustained Bullish Momentum
Following a nadir near 32,500 ZAC in early 2022, after a pronounced correction from its 2021 pinnacle, Prosus shares have embarked on a consistent upward trajectory. The stock has ascended nearly 350% over the past three years, offering substantial dividends to long-term investors and culminating in a fresh all-time high of R1,087.
Source link: Fxleaders.com.