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Prosus NV (PRX SJ)
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78
Analysis
Consumer Discretionary
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China
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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bearish
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Meituan
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10 Feb 2020 08:32
What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
Daniel Hellberg
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391 Views
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bearish
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Prosus NV
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28 Jan 2020 22:59
Naspers & Prosus Vs Basket Spinoff Plus Four Months - Where Do We Stand?
The Naspers spinoff of Prosus this past summer was much talked about on Smartkarma. We got some things right and some things wrong. We got the...
Travis Lundy
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428 Views
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bearish
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Prosus NV
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22 Jan 2020 17:28
Naspers/Tencent/Prosus - Why Has the Discount Got Even Bigger!
The restructure, spinoff, and listing of Prosus was heavily featured on Smartkarma prior to the September 11th event. But where do things stand...
Mark Artherton, CFA
556 Views
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bullish
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Naspers
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12 Dec 2019 08:05
StubWorld: Long The Look-Through On Naspers, In 2020
This week in StubWorld ... Further weakness this week in Prosus (PRX NA) has pushed the "look-through" discount to NAV from the view of ...
David Blennerhassett
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419 Views
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bearish
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Prosus NV
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19 Sep 2019 20:37
StubWorld: Naspers' Discount Below Look-Through Pre-Spinoff Level
This week in StubWorld ... Heading into an expected bigly index-related sell-off in Prosus (PRX NA) tomorrow, the combination of Prosus and...
David Blennerhassett
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480 Views
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