Report
Jerôme Bodin ...
  • Martin Marandon-Carlhian

Prosus NV : Une baisse des résultats du ecommerce compensé par le rachat d’actions

>Un momentum plus difficile sur le Ecommerce mais le groupe compense par des rachats d’actions et donc la monétisation de Tencent - Nous faisons un point sur nos attentes pour Prosus dans la perspective de la publication des résultats semestriels le 23/11. Nous révisons en baisse nos attentes d’EBITDA sur le pôle Ecommerce (ex Tencent) et tablons dorénavant sur -1 406 M€ en 2023 (contre -828 M€ précédemment). Cette révision s’explique par trois principaux effets : 1/ ...
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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