Report
Jerôme Bodin ...
  • Martin Marandon-Carlhian

Prosus NV : T3 de Tencent un peu supérieur aux attentes mais message prudent sur la publicité en Chine

>Pas de changement de nos attentes Prosus suite au T3 de Tencent - Tencent (détenu à 28,9% par Prosus) a publié hier ses résultats T3 et a tenu sa conférence téléphonique dans la foulée. Si le T3 est un peu supérieur aux attentes au niveau du BPA, la croissance du CA et l’EBITDA est légèrement sous les attentes. Le groupe a notamment souligné une activité publicitaire (16% du CA) qui devrait être impactée négativement pendant quelques trimestres en raison d’une réglem...
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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