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Prosus NV (PRX NA)
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200
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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bullish
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Just Eat
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14 Nov 2019 22:39
Just Eat (JE/ LN): From a Strategic Perspective Prosus Is the Best Buyer, It Should Pay More
Below I discuss the strategic imperative for Prosus (PRX NA) in buying Just Eat PLC (JE/ LN). In some ways, this note quantitatively addresses...
Patryk Basiewicz
463 Views
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bullish
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Just Eat
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27 Oct 2019 11:16
New Prosus Offer Won't Take Away Just Eat
Late last year, erstwhile activist Cat Rock Capital (which owned about 2% of the company) sent the board of Just Eat PLC (JE/ LN) a letter saying...
Travis Lundy
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452 Views
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bullish
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Just Eat
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23 Oct 2019 18:13
Just Eat (JE/ LN): Who Else Can Enter the Bidding War?
On September 22, Prosus made an offer for Just Eat PLC (JE/ LN) at 710p per share or c. 20% above Just Eat’s closing share price on the previous...
Patryk Basiewicz
560 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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bearish
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Tencent
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12 Sep 2019 08:04
Tencent: Are Naspers Selling at the Top?
With Tencent Holdings (700 HK) largest shareholder Naspers (NPN SJ) spinning off its Tencent stake into Prosus (PRX NA), we believe there are a...
Rickin Thakrar
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489 Views
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