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Naspers (NPN SJ)
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247
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Consumer Discretionary
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South Africa
Naspers Limited operates in the technology industry. The Company invests in global internet companies across the world.
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bullish
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British American Tobacco
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12 Dec 2023 16:47
The Week Ahead: US Inflation, Fed, Quarterly Rebalancing
JSE Dec rebalance - passive buys and sells in Thursday’s closing auction. JSE indices get rebalanced in the closing auction on Thursday.
DMA
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283 Views
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bullish
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Zomato
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08 Dec 2023 08:10
Zomato Placement - SVF's Overhang Will Be Lifted Post-Deal, Momentum on the Stock Remains Strong
Softbank Group (9984 JP) is looking to raise US$135m from selling its remaining stake in Zomato (ZOMATO IN). The stake sale now will be a cleanup one.
Clarence Chu
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581 Views
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bullish
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JSR Corp
•
26 Nov 2023 07:05
Last Week in Event SPACE: JSR, Prosus/Tencent, Hollysys, Tata Consultancy, Geely, EOFlow
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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430 Views
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bullish
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Harmony Gold Mining
•
21 Nov 2023 15:26
DMA ONE: JSE December ‘23 Rebalance Rankings
The Week Ahead, NPN x PRX discount update post Tencent results, trading statements released after close yesterday. We do not expect any constituent...
DMA
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283 Views
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bullish
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Prosus NV
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20 Nov 2023 12:24
StubWorld: Prosus Trading "Rich". And So It Should Be
For long-onlies, the trade is still to replace your Tencent with Prosus. For rel-value players, ~80% of the NAV portfolio is easily hedge-able.
David Blennerhassett
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432 Views
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