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bullish
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Prosus NV
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21 Jul 2024 22:24
The Naspers/Tencent & Prosus/Tencent Stub: Entry Levels so Attractive It Looks Too Good to Be True
Since the appointment of Fabricio Bloisi to Group CEO was announced in May, the discounts have widened notably. This, despite a very good set of...
DMA
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285 Views
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bullish
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Prosus NV
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28 Jun 2024 16:28
NPN X PRX FY24 Results: Initial Market Reaction Positive & JSE June Auction Analytics
Recap of how the market reacted to FY24 results ahead of next week. The discounts are still well off their February lows (PRX 30%, NPN 35%). Both...
DMA
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504 Views
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bullish
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Top40 SWIX Index
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24 Jun 2024 09:45
DMA | JSE June '24 Rebalance: Estimated Flows (Buys: Banks, Sells: NPN, PRX)
In this note we show flow estimates based on passive AUM tracking and hedging the Capped Top 40 SWIX (DCAP), Top 40 SWIX (DTOP & TOPI) and...
DMA
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bullish
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FINI
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18 Jun 2024 16:39
JSE June '24 Rebalance: Top Buys (Banks!) And Sells (NPN, PRX)
On Friday, JSE indices will be rebalanced in the closing auction. There will be no constituent changes to the Top 40, FINI, FINDI, INDI or RESI...
DMA
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102 Views
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bearish
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Tencent
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04 Jun 2024 20:10
MSC May Rebalance: SA & China Net Sells, NPN, PRX & Tencent Sold Down on Buybacks
Trade analytics covering the May rebalance, China a net sell for the second consecutive quarter. Tencent, Naspers and Prosus sold down at...
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