<- Go home

Added to YB: 2026-01-06

Pitch date: 2026-01-03

PRX.AS [neutral]

Prosus N.V.

+0.94%

current return

Author Info

No bio for this author

Company Info

Prosus N.V. engages in the e-commerce and internet businesses in Asia, Europe, Latin America, North America, and internationally.

Market Cap

EUR 138.9B

Pitch Price

EUR 54.20

Price Target

N/A

Dividend

0.37%

EV/EBITDA

19.65

P/E

8.28

EV/Sales

19.71

Sector

Broadline Retail

Category

value

Show full summary:
Prosus, Tencent, and American Wealth Taxes

PRX.AS (overview): Prosus trades below NAV despite >100% exposure to Tencent through complex structure (South African-based, Dutch-listed holding HK shares). Author views Chinese vs US equity jurisdictional risk converging as American wealth taxes emerge, making geographic arbitrage less viable long-term.

Read full article (3 min)