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| Titel | Ex-Datum | Zahldatum | Bruttobetrag |
Prosus N.V. |
31.10.25 |
25.11.25 |
0.2000 € |
Prosus N.V. |
31.10.24 |
26.11.24 |
0.1000 € |
Prosus N.V. |
02.11.23 |
28.11.23 |
0.0700 € |
Prosus N.V. |
01.09.22 |
27.09.22 |
0.0642 € |
Prosus N.V. |
28.10.21 |
23.11.21 |
0.0642 € |
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| Datum / Uhrzeit | Titel | Bewertung |
| 14.07.25 10:36:02 | Distressed Debt Loses Luster for Funds Seeking Drama-Free Return |  |
| (Bloomberg) -- In a world brimming with risk takers, some of the market’s biggest gamblers are taking their chips off the table. Most Read from Bloomberg Why Did Cars Get So Hard to See Out Of? How German Cities Are Rethinking Women’s Safety — With Taxis Advocates Fear US Agents Are Using ‘Wellness Checks’ on Children as a Prelude to Arrests While receding fears of a global trade war and recession power rallies in everything from the S&P 500 to developing world currencies, it’s a different story in the distressed debt space. Special situation funds that usually make their money by backing troubled companies through a turnaround are finding so few places to invest, they’re focusing on the debt of healthier companies and are happy to collect the interest. “You buy a few of these higher-quality names that bring you a steady stream of cash interest and bring some stability to your portfolio,” said Jacopo Beretta, a special situations portfolio manager at Lugano-based Graian Capital Management. It’s a story being played out for special situation funds across Europe, which are finding an easier ride buying high-yield bonds that notched a second-quarter return of 10.9%, their best performance since 2022, according to a Bloomberg gauge. Ironshield Capital Management, for example, has put about two-thirds of its portfolio into the debt of performing borrowers that have enough assets to cover their liabilities and generate cash, according to Isharsimran Sawhney, a senior credit analyst at the London fund. “You can still generate above-benchmark returns without buying names that can sell off severely on bad news,” he said. Unlike stocks, government bonds and most corporate credit indexes that have reversed their post-April 2 “Liberation Day” declines, prices of European companies with the lowest credit ratings of CCC have failed to recoup their losses and are trading on average at April lows of 75 cents on the euro. As fragile borrowers struggle to rebound from the recent volatility, the payoff for holding the debt of the riskiest companies has been negligible. And the holy grail of special situation funds — a good company hiding behind a bad capital structure — is a rarity. “Most lower priced bonds have issuers that don’t generate unlevered cash flow, with bad capital structures and liquidity issues,” said Sawhney. “That makes it very difficult to take risk.” Some have suffered dramatic bouts of volatility. The bonds of chemical producer Kem One SASU issued by vehicle Lune Holdings, now worth around 43 cents, had risen to just below 80 cents in March after the company received emergency funding. But the €200 million ($234 million) injection wasn’t enough to put the company’s debt price on a sustainable footing, after a 82% drop in 2024 earnings. Story Continues “Secondary prices do not seem to fully price in the riskiest leg of the trade,” Graian Capital Management’s Beretta said. Distressed activity at the moment is concentrated in a few large issuers like Thames Water and Ardagh Group. In those cases, the senior, higher-ranking debt trades with just a narrow discount to face value. Junior tranches that could potentially be wiped out in a debt restructuring are trading at bigger discounts, but neither of those options are tempting to Ironshield’s Sawhney. “We looked at them and thought what is really the upside?” he said. “Some of them could actually be interesting short candidates.” By contrast, the primary market has been awash with securities that offer decent yields and less drama. New issues of French nursing-home operator Clariane SE, to British grocer Asda Group Ltd and Flora Foods Management BV offered yields of 8% and more, according to data compiled by Bloomberg. A deal from German auto supplier BOS GmbH & Co. priced in June to yield 900 basis points more than money market rates. There are also rich pickings in the secondary market, including names facing an imminent catalyst for full repayment such as a takeover. For example, the bonds of food delivery operator Just Eat Takeaway were trading in the 80s range late last year. Now they’re near par — the price where they would be redeemed under their change of control clause as part of their planned takeover by Prosus NV. The special situations arm of Graian Capital, meanwhile, has been buying junior-ranking perpetual bonds of real estate companies that have relatively solid cash generation and assets. Stonegate Pubs is another borrower that’s attracting interest from special situation funds. Its senior debt has traded above par since it was priced with a yield of 10.75% a year ago. The coupon is high for senior debt issued by a cash-generating company, but it was viewed as a penalty for a capital structure overhaul that hit junior creditors and required the owner, TDR Capital, to inject new equity. Such cases reflect a broader hunt for complexity premiums — but fund managers warn that they’re becoming harder to find in today’s market. “It doesn’t mean that opportunities don’t exist, they are just scarcer than they were two years ago,” Ironshield’s Sawhney said. “And with the heightened economic and geopolitical risk backdrop, pricing makes even less sense today.” --With assistance from Sam Potter. Most Read from Bloomberg Businessweek ‘Our Goal Is to Get Their Money’: Inside a Firm Charged With Scamming Writers for Millions Trump’s Cuts Are Making Federal Data Disappear Thailand’s Changing Cannabis Rules Leave Farmers in a Tough Spot Trade War? No Problem—If You Run a Trade School ‘The Turbulence Is Brutal’: Four Shark Tank Businesses on Tariffs ©2025 Bloomberg L.P. View Comments |
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| 03.07.25 08:52:28 | Indian e-commerce platform Meesho files confidentially for IPO | |
| By Haripriya Suresh BENGALURU (Reuters) -Indian e-commerce startup Meesho has confidentially filed draft papers for an initial public offering, a source aware of the matter told Reuters, with a document showing it plans to raise 42.5 billion rupees ($497.30 million) in fresh capital. Some existing investors will also pare their stake, the source added, without specifying details. In a document filed with the Registrar of Companies, which Reuters has seen, Meesho said it has received shareholder approval for IPO and its plans to raise fresh capital. The company aims to list around September-October this year, according to online news portal Moneycontrol, which reported it first. Meesho, which competes with Amazon and Walmart's Flipkart in India's e-commerce market, has backers that include Prosus, Elevation Capital, WestBridge Capital, SoftBank and Peak XV Partners. A confidential filing allows companies to seek the regulator's comments without disclosing IPO documents to the public to protect sensitive information, such as financials and business strategies. Indian stock broking platform Groww and logistics and delivery services firm Shadowfax both filed confidential IPO papers recently. Meesho did not immediately respond to Reuters' request for comment. The company's revenue rose 33% year-on-year to 76.15 billion rupees in fiscal 2024, and losses narrowed sharply to 3.05 billion rupees from 16.75 billion rupees, its latest annual report showed. India's IPO market is back on track after global trade tensions dented investor sentiment in the first half of the year. As of June 30, Indian IPOs have raised a total of $5.86 billion, accounting for 12% of total proceeds globally, according to LSEG data. Additionally, as many as 143 IPOs are being planned worth a potential $26 billion, according to IPO tracker PRIME Database. ($1 = 85.4610 Indian rupees) (Reporting by Haripriya Suresh; Editing by Janane Venkatraman) |
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| 26.06.25 13:40:02 | Are Retail-Wholesale Stocks Lagging Maplebear Inc. (CART) This Year? | |
| Investors interested in Retail-Wholesale stocks should always be looking to find the best-performing companies in the group. Has Maplebear (CART) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out. Maplebear is one of 209 individual stocks in the Retail-Wholesale sector. Collectively, these companies sit at #11 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. High Yield Savings Offers Earn 4.10% APY** on balances of $5,000 or more View Offer Earn up to 4.00% APY with Savings Pods View Offer Earn up to 3.80% APY¹ & up to $300 Cash Bonus with Direct Deposit View Offer Powered by Money.com - Yahoo may earn commission from the links above. The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Maplebear is currently sporting a Zacks Rank of #2 (Buy). Within the past quarter, the Zacks Consensus Estimate for CART's full-year earnings has moved 7.7% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving. Based on the latest available data, CART has gained about 4.6% so far this year. In comparison, Retail-Wholesale companies have returned an average of 2.1%. As we can see, Maplebear is performing better than its sector in the calendar year. Another stock in the Retail-Wholesale sector, Prosus N.V. Sponsored ADR (PROSY), has outperformed the sector so far this year. The stock's year-to-date return is 40.2%. In Prosus N.V. Sponsored ADR's case, the consensus EPS estimate for the current year increased 0.4% over the past three months. The stock currently has a Zacks Rank #2 (Buy). Breaking things down more, Maplebear is a member of the Internet - Commerce industry, which includes 38 individual companies and currently sits at #64 in the Zacks Industry Rank. On average, stocks in this group have gained 3.9% this year, meaning that CART is performing better in terms of year-to-date returns. Prosus N.V. Sponsored ADR is also part of the same industry. Investors with an interest in Retail-Wholesale stocks should continue to track Maplebear and Prosus N.V. Sponsored ADR. These stocks will be looking to continue their solid performance. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Maplebear Inc. (CART) : Free Stock Analysis Report Prosus N.V. Sponsored ADR (PROSY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 25.06.25 11:49:00 | Tencent Shareholder Prosus Expects Profitability to Be Boosted by AI |  |
| The technology investor—Tencent’s largest shareholder—expects to keep growing substantially in the coming years, supported by increased investments in AI. Continue Reading View Comments |
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| 25.06.25 08:30:30 | Prosus sets new targets in bid to become Europe's tech champion | |
| (Refiles to additional subscribers, no changes to text) (Reuters) -Dutch technology investor Prosus on Wednesday unveiled new financial targets and reiterated its plan to become Europe's largest tech company with a market value of more than $200 billion. The group, in which South Africa's Naspers holds a 41% stake, has set a target to achieve revenue from its e-commerce operations of $7.3-$7.5 billion in its 2026 financial year, it said in a presentation to investors on Wednesday. Prosus also plans to increase its e-commerce adjusted earnings before interest, tax, depreciation and amortisation (aEBITDA) to $1.1-$1.2 billion. In fiscal year of 2025, the e-commerce revenue came in at $6.2 billion, while adjusted EBITDA for the period reached $655 million. The new targets come as Prosus is transforming from an investment firm into a company that runs its own businesses, focused on lifestyle-ecommerce, within its key markets of Latin America, India and Europe. "We are confident that the company can keep growing", CEO Fabricio Bloisi said during its Capital Markets Day event. Prosus expects to double its revenue in the three years between 2025 and 2028, and increase its adjusted EBITDA by "more than three and half times" over the same period. "Our expectation is to double the revenue between 2025 and 2028. So it means around $12.5 billion(of revenue)", he added. The firm is also expecting increased dividend proceedings from media conglomerate Tencent, in which it holds around 24% stake, to grow by 24% year-on-year to $1.2 billion. Shares in Prosus were up 0.2% at 1003 GMT. Late February, the company agreed to buy Just Eat Takeaway for 4.1 billion euros ($4.72 billion) in a deal it said would create a "European tech champion" of food delivery. The company on Wednesday reiterated its ambition to become the leading European tech company. "There is a clear space and opportunity for real big tech outside the U.S. We want to be the largest European company", said Bloisi, referring to Prosus' goal of achieving a market value above $200 billion. (Reporting by Mateusz Rabiega; Editing by Matt Scuffham) View Comments |
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| 24.06.25 07:00:30 | Prosus NV (PROSY) (FY 2025) Earnings Call Highlights: E-commerce Surge and Strategic Growth ... | |
| E-commerce Revenue Growth: 21% increase, moving 2 times faster than peers. E-commerce Adjusted EBIT: $443 million, contributing to positive adjusted EBIT for the group. Free Cash Flow Improvement: $513 million increase. Core Headline Earnings Per Share Growth: 59% increase. Dividend Increase: 100% increase. Warning! GuruFocus has detected 7 Warning Signs with PROSY. Release Date: June 23, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Prosus NV (PROSY) reported a 21% growth in e-commerce revenue, moving twice as fast as its peers. The company achieved $443 million in e-commerce adjusted EBIT, contributing to a positive adjusted EBIT for the group. Free cash flow improved by $513 million, indicating strong financial health. Core headline earnings per share grew by 59%, and the dividend was increased by 100%, showcasing strong shareholder returns. Prosus NV (PROSY) is leveraging AI and innovation to redefine e-commerce, with a focus on building regional lifestyle e-commerce ecosystems. Negative Points Despite positive results, the CEO considers the current numbers small and expects significant growth, indicating potential pressure to meet high expectations. The company faces competition from Meituan in Brazil, which could impact its market share and profitability. There are concerns about the integration of acquisitions like Despegar and the cultural transformation within the company, which could take time. The focus on AI and innovation requires significant investment, which may not yield immediate returns. The regulatory environment in Europe poses challenges, although recent interactions have been faster than expected. Q & A Highlights Q: What opportunities do you see for driving profitability through efficiencies? A: Nico Marais, Chief Financial Officer, highlighted that Prosus has achieved significant growth, with a 21% increase in revenue, translating into strong operating leverage. He cited examples such as iFood's 28% adjusted EBIT margin and OLX's 61% profit growth. Marais emphasized the potential for further margin improvements and operating leverage across their businesses. Q: What defines success for Prosus in the next three years? A: Fabricio Bloisi, Chief Executive Officer, outlined that success involves becoming the leading lifestyle e-commerce brand in Latin America, Europe, and India. He emphasized leveraging existing businesses like iFood and OLX, integrating investments in India, and expanding in Europe. Bloisi expressed confidence in building a strong ecosystem and achieving significant growth. Story Continues Q: How is Prosus addressing cultural change within the company? A: Bloisi emphasized the importance of cultural transformation, focusing on speed, open communication, and innovation. He noted that the company is moving faster and more aggressively, with 30,000 employees aligned towards common goals. Bloisi highlighted the impact of this cultural shift on improving results and fostering entrepreneurship. Q: What is the role of AI in Prosus's ecosystem? A: Bloisi explained that AI is crucial for predicting customer behavior and integrating data across businesses. Prosus is using AI models to enhance customer insights and drive competitive advantages. He mentioned that the company is at the forefront of innovation, leveraging AI to create synergies and improve customer experiences. Q: How does Prosus plan to utilize the cash from Tencent dividends? A: Nico Marais stated that while the Tencent dividend has been a significant cash flow source, Prosus aims to generate more profits and cash flow from its e-commerce businesses. The company has doubled its dividend and plans to share more with shareholders as it becomes less dependent on Tencent, focusing on building ecosystems in Latin America, Europe, and India. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. View Comments |
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| 24.06.25 04:02:35 | Prosus Full Year 2025 Earnings: EPS Beats Expectations, Revenues Lag | |
| Prosus (AMS:PRX) Full Year 2025 Results Key Financial Results Revenue: US$6.17b (up 13% from FY 2024). Net income: US$12.5b (up 82% from FY 2024). EPS: US$5.19 (up from US$1.83 in FY 2024). We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.ENXTAM:PRX Earnings and Revenue History June 24th 2025 All figures shown in the chart above are for the trailing 12 month (TTM) period Prosus EPS Beats Expectations, Revenues Fall Short Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 51%. The company's shares are up 2.2% from a week ago. Risk Analysis What about risks? Every company has them, and we've spotted 1 warning sign for Prosus you should know about. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 23.06.25 12:14:00 | Tech, Media & Telecom Roundup: Market Talk | |
| Find insight on Prosus, SK Hynix, the potential U.S. curb on chip equipment exports to China and more in the latest Market Talks covering Technology, Media and Telecom. Continue Reading |
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| 23.06.25 08:09:44 | Prosus delays Indian payments firm PayU IPO to enhance business operations | |
| JOHANNESBURG (Reuters) -Dutch technology investor Prosus is not planning to list Indian digital payments and lending firm PayU this year, with the focus on improving the business over the next six to 12 months, its chief financial officer said on Monday. While Prosus hoped to list PayU by 2025, "that is not going to be our focus in the next year. Our focus is actually going to be to improve that business," Nico Marais, Prosus's chief financial officer told Reuters. (Reporting by Nqobile Dludla; Editing by Joe Bavier) |
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| 23.06.25 07:00:00 | OLX Group Reports Strong FY 2025 Results With 18% Revenue Growth and 61% Profit Uplift Year-on-Year | |
| AMSTERDAM, June 23, 2025--(BUSINESS WIRE)--OLX Group ("OLX"), a global online classifieds leader and subsidiary of Prosus N.V., has reported strong financial results in the fiscal year 20251. The company generated revenues of US$7772 million, an 18% year-on-year increase. Adjusted EBIT3 (aEBIT) amounted to US$2702 million, representing an increase of 61% (in local currency) over the prior year, while aEBIT margin was 35%, a significant expansion from 25% in FY24. The strong performance was primarily driven by its core categories Motors, Real Estate, and Jobs, in its key high-growth markets. In addition, the company continues to leverage its strong investments in product, with emphasis on enhancing the customer and user experience through state-of-the-art AI solutions. Main categories essential for driving growth and profitability Across its platforms, OLX witnessed strong user and customer engagement. OLX platforms, operating nine brands in nine markets worldwide, hosted nearly 64 million active listings daily, with 29 million monthly app users, highlighting the platform’s impressive scale and impact. In particular, Motors, Real Estate, and Jobs categories performed exceptionally well: Motors: Achieved 24% revenue growth year-on-year, driven by innovative dealer tools and trust-building features like vehicle history reports and ratings. OLX continues to make buying and selling cars safer and more efficient. Real Estate: Delivered 23% revenue growth year-on-year, supported by product enhancements like unified platform rollout, redesigned mobile app, and tools optimised for agents. Investment in tools for professionals is unlocking significant growth potential. Jobs: OLX strengthened its presence in key blue and grey collar job markets across Poland, Romania, and Ukraine, with investments in employer branding features and AI-powered matching capabilities. OLX Jobs continues to accelerate and expand rapidly. Christian Gisy, CEO of OLX Group, said: "I am very happy with our financial performance in the fiscal year 2025. We are seeing strong, profitable growth momentum in all of our key categories and markets. This proves that we made the right strategic shift towards a stronger focus on our core B2C businesses Motors, Real Estate, and Jobs - in selected, high-growth markets. Our investments in Artificial Intelligence are starting to pay off and will enable us to leverage our potential for even more profitable growth in the future. Looking ahead, we are more than confident to achieve a sustained revenue growth of over 20%, with profit margins approaching 50% and more." Story Continues Fabricio Bloisi, CEO of Prosus Group, said: "OLX has delivered another set of outstanding results, further demonstrating its position as a classifieds leader across multiple markets. As a core part of our lifestyle ecommerce ecosystem, OLX is making buying and selling simpler, smarter, and more trusted for millions of users. The team's clear strategy and performance demonstrate the company's momentum and I'm excited to see what Christian and the team achieve next." Pioneering in AI to improve customer and user experience and accelerate growth With its focus on attractive, high-margin categories in fast-growth markets, data and AI-driven value-adding services for its customers, OLX has a strong strategy in place to further accelerate its growth trajectory. To this end, OLX continuously invests in state-of-the-art AI solutions. In the past year, OLX invested over US$ 17M to further strengthen AI capabilities, tools, and talent base. On the back of the work of OLX’s data and AI teams, the company has deployed to date 55 AI use cases across the business, enhancing personalisation, trust, and automation both for users and professional customers. From smarter search, platform moderation, and fraud protection, AI will continue to be a crucial pillar of OLX’s growth strategy. About OLX Group OLX is a global marketplace leader that builds platforms to facilitate trade. Serving tens of millions of people around the world every month, OLX exists to enable buyers to afford things they would not usually buy as new, and to enable sellers to make extra cash and generate their own revenue stream. OLX is the classifieds business of Prosus, one of the largest technology investors in the world. Operating and investing globally in markets with long-term growth potential, Prosus builds leading consumer internet companies that empower people and enrich communities. For more information on OLX, visit www.olxgroup.com. For more on Prosus, its companies and investments, visit www.prosus.com. 1 April 2024 to March 2025 2 Includes financial results from OLX Autos business which was carved out but included in our continuous operations due to IFRS requirement 3 Adjusted EBIT = represents operating profit/loss from continuing operations adjusted to include lease interest paid and exclude the amortisation of intangible assets, retention option expenses and other losses/gains linked to business combinations and acquisitions, due diligence and legal fees, fair-value adjustments of financial instruments and/or impairment losses. View source version on businesswire.com: https://www.businesswire.com/news/home/20250623981963/en/ Contacts Media Contact: Ana Garcia | media@olx.com FGS Global | olx_eu@fgsglobal.com View Comments |
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