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bearish
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Prosus NV
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19 May 2024 20:25
Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEO
A recap on the market reaction to the appointment of Bloisi as Naspers and Prosus CEO. Naspers ended the day down 4.09% on Friday. Prosus closed...
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415 Views
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bullish
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Tencent
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14 May 2024 18:42
Tencent (700 HK): Q1 FY24 Results Quick Take, Margin Expansion Drives Decent Set of Results
Tencent reported a decent set of results for Q1 FY24, driven by notable margin expansion across segments (well ahead of consensus estimates).
DMA
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bullish
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Tencent
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14 May 2024 15:19
Tencent Q1 FY24 Results Due, a Look into What Is Priced
Tencent is due to release Q1 FY24 results today. The earnings call is scheduled for 14:00 SAST. In this note, we unpack what is priced and how...
DMA
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308 Views
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bullish
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Anglo American
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30 Apr 2024 03:03
Anglo American (AGL, AAL): JSE Index Effects of Potential Takeover or Restructuring
We explore the recent takeover bid by BHP and potential JSE index effects of a takeover or restructuring that would see Amplats and Kumba unbundled.
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bearish
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Prosus NV
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29 Apr 2024 13:35
NPN X PRX Discount Update Post Tencent Early Game Release News Flow
Naspers outperformed Prosus last week as Tencent announced that DnF mobile would be released earlier on the 21st of May.
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