Prosus N.V. : An intriguing set-up to investors keen on China
An investment held in both MarketScreener's European portfolio and the Europa One fund — advised by us an exclusive basis — Dutch company Prosus offers an intriguing set-up to technology investors keen on China, as well as to value investors chasing discounts on asset values.
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Prosus N.V. is a global consumer internet group and one of the largest technology investors in the world. Net sales by activity break down as follows:
- management of e-commerce platforms (39.8%; eMAG);
- management of mobile and electronic payment platforms (21.7%; PayU);
- management of online meal ordering and delivery platforms (21.6%; Delivery Hero, Swiggy and iFood);
- classified ad platform management (12.8%);
- online education platform management (2.8%; Stack Overflow, Skillsoft and GoodHabitz);
- other (1.3%).
Net sales are distributed geographically as follows: Europe (59.8%), Latin America (25.5%), India (10.7%), Asia (0.9%), North America (2%) and other (1.1%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
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Global
Global
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Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
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