Report
Jerôme Bodin ...
  • Martin Marandon-Carlhian

Prosus NV : T1 de Tencent, un peu inférieur aux attentes sur le RN mais discours confiant

>Un T1 supérieur aux attentes sur l’EBITDA mais RN inférieur - Tencent (détenu à 28,9% par Prosus) a publié hier ses résultats T1. Ils sont ressortis globalement supérieurs aux attentes (CA, marge brute et EBITDA légèrement au-dessus des attentes et résultat net légèrement en dessous). Nous retenons les points suivants : 1/ un CA et une marge brute légèrement au-dessus des attentes (CA : 135,3 MdRMB vs css 133,9 MdRMB ; marge brute : 62,6 MdRMB vs css 62,3 MdRMB) ; 2/...
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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