Added to YB: 2026-09-09
Pitch date: 2026-09-06
PRX.AS [bullish]
Prosus N.V.
-2.61%
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 91.2B
Pitch Price
EUR 37.20
Price Target
62.30 (+72%)
Dividend
0.75%
EV/EBITDA
12.30
P/E
8.25
EV/Sales
9.61
Sector
Broadline Retail
Category
value
Top 5 European Stocks, September 2026: My Highest-Conviction Picks - Prosus, the discounted vault that remains, above all, a bet on Tencent
PRX.AS: Prosus is principally a discounted Tencent holding: Tencent represents $119.0B, or roughly 75%, of its $159.3B gross asset value, while the shares trade at €38.69 versus €62.30 NAV per share, a 38% discount. The open buyback continues retiring shares around 40% below NAV. The non-diversifiable risk is Tencent; a 25% correction would erase roughly $30B of NAV, while capital allocation remains the ultimate test.
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