Assessing Prosus' Value After The Despegar Acquisition And Tencent's Correction
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Prosus N.V. is trading at a discount to its NAV, largely due to its holdings in Tencent, which has underperformed. This presents a potential 'double discount' opportunity for value investors. The Despegar.com acquisition is a small positive step for Prosus.
January 08, 2025 | 11:30 pm
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Tencent Holdings Limited has underperformed recently, impacting Prosus N.V.'s NAV and creating a 'double discount' opportunity for investors.
Tencent's underperformance directly affects Prosus' NAV, as Tencent is a major component of Prosus' holdings. This underperformance contributes to the discount at which Prosus is trading, making it a potential opportunity for value investors.
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