Report
Jerôme Bodin ...
  • Martin Marandon-Carlhian

Prosus NV : Résultats 2020 de Tencent, message rassurant sur les réglementations en Chine – Opinion Surperformance réitérée

>Thèse d’investissement inchangée – Opinion Surperformance réitérée - Tencent (88% de l’ANR de Prosus) a publié hier ses résultats 2020 ressortis légèrement au-dessus de nos attentes. Le groupe confirme une dynamique très solide sur toutes ses branches, tant sur les jeux que la Fintech. Nos attentes sont inchangées suite à cette publication. Sur la réglementation, Tencent s’est montré rassurant sur son activité Fintech (où le groupe s’était déjà auto-régulé en prenant...
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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