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Added to YB: 2026-07-21

Pitch date: 2026-07-17

PRX.AS [neutral]

Prosus N.V.

-2.01%

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 93.2B

Pitch Price

EUR 39.28

Price Target

66.00 (+65%)

Dividend

0.73%

EV/EBITDA

12.57

P/E

8.42

EV/Sales

9.82

Sector

Broadline Retail

Category

special_situation

Show full summary:
Theodosian Capital | Stocks Update 17/7/2026 - PRX – Uber for Delivery Hero

PRX.AS (update): Uber buying Delivery Hero for $14.8bn (€41.50/sh); PRX sells 16.8% DHER stake for €2.1bn gross proceeds. Simplifies portfolio, adds cash for balance sheet/reinvestment, boosts food delivery economics via consolidation. Trades €38.86 vs €66.0 spot NAV—wide discount.

Read full article (1 min)