Member Info for khunter

DRAFTKINGS INC. ENTAIN PLC - OFFER TALKS TERMINATED
$DKNG

I don't have access to the latest portfolio details as in number of shares etc, however, you can see from the valuation sheet as at 31 March 2021, they owned 19,531,800 shares of Tencent. This was valued, as at 31 March, 1,110,754,587GBP and made up 6.2% of the portfolio.

In the "latest" portfolio valuation, as at 31 August 2021, they still owned 19,531,800 shares (unchanged) valued at 877,358,03GBP (decreased) and made up 4.1%

We'll be able to find out whether they topped up when the next full portfolio valuation is released.

1. Moderna9.2%
2. Illumina5.8%
3. ASML5.5%
4. Tesla Inc4.7%
5. Tencent4.1%
6. Ginkgo BioWorks3.2%
7. Meituan2.9%
8. NIO2.8%
9. Delivery Hero2.6%
10. Amazon.com2.6%
Total 43.2%

Vaccine makers Moderna (NASDAQ:MRNA) and Novavax (NASDAQ:NVAX) down 11.37 percent and 12.21 percent respectively likely on the news of Merck's (NYSE:MRK) new COVID anti-viral drug phase III trial data.

https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html

Could be one of the many factors as to why we are down roughly 3 percent today.

Volume is also increasing
https://markets.ft.com/data/investment-trust/tearsheet/historical?s=SMT:LSE

DraftKings makes $20B cash and stock offer for Entain - CNBC reports
$DKNG

https://www.bloomberg.com/news/articles/2021-09-18/china-defends-tech-crackdown-in-meeting-with-wall-street-chiefs

1 Moderna 8.7%
2 Illumina 6.3%
3 ASML 5.9%
4 Tesla Inc 4.3%
5 Tencent 4.1%
6 NIO 3.0%
7 Delivery Hero 2.9%
8 Meituan 2.8%
9 Alibaba 2.8%
10 Amazon.com 2.7%
Total 43.6%

Should be out either tomorrow or the day after.

Up roughly 3 percentage points since yesterday's intraday lows at 10AM. Lovely bounce back.

TENCENT CSO SAYS EXPECTS TO SEE SLOWER ADVERTISING GROWTH IN THE NEAR TERM DUE TO REGULATORY CONSTRAINTS ON EDUCATION SECTOR

TENCENT PRESIDENT SAYS WILL SEE FULL IMPACT OF CHINA'S AFTER SCHOOL TUTORING REGULATIONS ON ADVERTISING IN Q3

TENCENT PRESIDENT SAYS REGULATION OF INTERNET IS HAPPENING GLOBALLY, BUT CHINA PUSHING A MORE STRUCTURED REGULATORY FRAMEWORK

TENCENT PRESIDENT SAYS REGULATORS VERY FOCUSED ON CORRECTING INDUSTRY BEHAVIOUR, SHOULD EXPECT MORE REGULATIONS TO COME

TENCENT PRESIDENT SAYS WANTS TO ESTABLISH ITSELF AS FULLY COMPLIANT, REGULATION GOOD FOR INDUSTRY IN LONG RUN

TENCENT PRESIDENT SAYS WANTS TO DISCUSS LIMITING AMOUNT OF TIME MINORS SPEND ON ALL ONLINE GAMES WITH REGULATORS AND INDUSTRY

Source(Reuters)

$TCEHY | Tencent Q2 Earnings:
Revenue: 138.3B Yuan (est 138.19B Yuan)
Adj Net Income: 34.0B Yuan (est 32.84B Yuan)
Net Income: 42.6B Yuan (est 30.77B Yuan)
Online Advertising Revenue: 22.8B Yuan (est 22.69B Yuan)

Sorry for spam, thought my first post didn't go through. Apologies

https://www.bailliegifford.com/en/uk/individual-investors/funds/scottish-mortgage-investment-trust/

Moderna 8.5%
Illumina 6.6%
ASML 5.6%
Tencent 4.2%
Tesla Inc 4.1%
NIO 3.5%
Alibaba 3.3%
Delivery Hero 3.0%
Kering 2.7%
Amazon.com2.6%
Total44.3%

FYI.

TikTok overtakes Facebook as world's most downloaded app.

https://asia.nikkei.com/Business/Technology/TikTok-overtakes-Facebook-as-world-s-most-downloaded-app

Don't think so, the latest one is 30th June sadly. I myself am certainly looking forward to the release of the latest portfolio holdings.

Both Tencent and Meiutan up significantly today. Looking forward to today's price action.

https://www.ft.com/content/bacca56f-1da5-4721-90bf-a61383ab7eec

Very good news.