Added to YB: 2026-03-31
Pitch date: 2026-03-27
PRX.AS [neutral]
Prosus N.V.
+0.8%
current return
Author Info
No bio for this author
Company Info
Prosus N.V. engages in the e-commerce and internet businesses in Asia, Europe, Latin America, North America, and internationally.
Market Cap
EUR 104.2B
Pitch Price
EUR 38.27
Price Target
68.30 (+76%)
Dividend
0.52%
EV/EBITDA
14.58
P/E
5.84
EV/Sales
14.62
Sector
Broadline Retail
Category
special_situation
Theodosian Capital | Stocks Update 27/3/2026 - PRX – Disposal report
PRX.AS (update): Bloomberg reports Prosus considering selling 10% Delivery Hero stake (~€500M) to Aspex Management. Must trim DHER stake to <5% by Aug per EU conditions from Just Eat Takeaway acquisition. Currently owns 26.8% DHER. Sale immaterial vs €147B NAV but helps focus on core holdings. Spot NAV/share €68.3 implies 76% upside vs €38.72 price.
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