Report
Jerôme Bodin ...
  • Martin Marandon-Carlhian

Prosus NV : Feedback from roadshow in Dublin

>Outperform rating maintained - We organised a roadshow in Dublin with Prosus, represented by Eoin Ryan (head of IR) and Ed Hill-Wood (IR director). The group conveyed a confident message on the long-term value of its stake in Tencent and its capacity to reduce the discount. They could adopt fresh initiatives in the coming months, notably to simplify the corporate structure and the ties with Naspers. The group is due to hold a CMD on 6 December in Amsterdam which wil...
Underlying
Prosus N.V. Class N

Prosus NV Formerly known as Myriad International Holdings NV. Prosus NV, formerly Myriad International Holdings NV, is a Netherland-based global consumer Internet group. The Company is organized into six business areas: Classifieds, Payments & Fintech, Food delivery, Etail, Ventures and Travel. It also holds investments in listed Social & Internet assets. The Classifieds business area manages mobile and digital marketplaces. The Payments & Fintech business area includes PayU, a Payment Service Platform. The Food delivery business area manages food delivery companies. The Travel business area operates a travel online platform. The Etail business area includes business to consumer e-commerce companies. The Venture business area looks for and invests in early stage companies.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jerôme Bodin

Martin Marandon-Carlhian

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