Report
Jerôme Bodin ...
  • Martin Marandon-Carlhian

Prosus NV : Un programme de rachat d’actions en support du titre tant que la décote reste ‘inacceptable’

>Opinion Surperformance réitérée – OC ajusté à 90 € (vs 105 €) - Prosus a tenu hier sa conférence téléphonique suite à la publication de ses résultats 2022. Le cours a progressé de 16% hier suite aux annonces de cession de titres Tencent et de rachat d’actions par Prosus, réduisant fortement la décote puisque le cours de Tencent est aussi ressorti en baisse. Celle-ci est ainsi passée de ~46% à 29% selon nos calculs. Notre valorisation ressort à 90 € / titre faisant re...
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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