An analysis highlights the growing unlikelihood of Prosus CEO Fabricio Bloisi achieving his $100 million "moonshot" share award. The award requires Prosus to double its market capitalization to $168 billion. It also mandates outperforming a peer basket by June 2028. Halfway through the performance period, the market cap increased by a modest 10%. This increase occurred since Bloisi's appointment in July 2024.
The report suggests achieving this ambitious target will be challenging under the current trajectory. Analysts propose strategic moves could unlock significant shareholder value. One such move is unbundling the company's stake in Tencent. These actions could potentially help meet the award's conditions.
Investors are evaluating the long-term value creation at the investment firm. This evaluation occurs amid scrutiny of executive compensation and corporate strategy.