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Added to YB: 2025-01-17

Pitch date: 2024-12-02

PRX.AS [bullish]

Prosus N.V.

+34.23%

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 139.0B

Pitch Price

EUR 39.67

Price Target

N/A

Dividend

0.37%

EV/EBITDA

19.66

P/E

8.24

EV/Sales

19.72

Sector

Broadline Retail

Category

value

Show full summary:
Prosus N.V. - $PRX.AS

PRX.AS: Prosus trades at discount to Tencent stake + valuable assets. Tencent cheap at 9.3x 2025 P/E ex-stakes, growing EPS 49% YTD. Buying Prosus = Tencent core at 3.6x P/E. Daily arbitrage grows NAVPS. Expect Tencent 'Davis Double Play' + Prosus discount shrinkage. New CEO improving non-Tencent assets.

Read full article (22 min)