ENTITY
Prosus NV

Prosus NV (PRX NA)

173
Analysis
Consumer DiscretionaryChina
Prosus N.V. provides internet based services. The Company focuses on investments in internet, digital media, e-commerce retailing, and consumer internet companies. Prosus serves customers worldwide.
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bullishProsus NV
29 Aug 2023 14:22

Prosus/Naspers - The ουροβóρος Is Dead! Long Live The Ouroboros!

The Prosus/Naspers Ouroboros is Dead. Long live the Prosus/Naspers Ouroboros. Prosus is an Accretion Engine. Know it. Use it.

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bullishProsus NV
20 Nov 2023 12:24

StubWorld: Prosus Trading "Rich". And So It Should Be

For long-onlies, the trade is still to replace your Tencent with Prosus. For rel-value players, ~80% of the NAV portfolio is easily hedge-able.

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bullishProsus NV
27 Jun 2023 18:23

The Prosus/Naspers Ouroboros Spits Out Its Tail (Unwinds Cross-Holding to Go Back to Old Pair)

Prosus and Naspers have agreed to unwind the cross-holding relationship they set up 2yrs ago. Then, it was accretion meets complexity. Now it is...

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24 Aug 2021 17:17

StubWorld: CK Hutch's Ongoing Buybacks

CKH looks cheap here priced at 6.8x/0.4x forward PE/PBR, together with a 50% discount to NAV.  Expect buybacks to continue. Recommend an outright...

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bullishProsus NV
19 Sep 2023 12:58

Prosus/Naspers: Business As Usual As CEO Steps Down

For arbers, go long Prosus and hedge 75% with Tencent, and 10-15% of Prosus listed holdings (Meituan, Delivery Hero, Trip.com, Remitly Global)...

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