Prosus IPO Part I - A Lot of Future IPO Candidates for Emerging Markets - OLX, PayU, Byju & Swiggy
Prosus (PROSUS NA) will begin trading on Euronext Amstredam on 11th Sep 2019 after being spun out of Naspers (NPN SJ). It will be a US$100bn+...
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Elliott Goes Activist On Scout24
When the FT carried an article in mid-December 2018 that Scout24 AG (G24 GR) - Germany's leading property classifieds firm (also known for auto...
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StubWorld: A 2019 Review In Charts
A double-dose of StubWorld this week as I summarise the performance of a basket of Holdcos year-to-date. An index of the average NAV discount of a...
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StubWorld: Wheelock's NAV (Unjustly) Narrows; A Case For Naspers' NAV To (Further) Narrow
This week in StubWorld ... Wheelock (20 HK)'s outperformance relative to peers and the HSI is challenging to justify; more so after a property...
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Naspers ➔ NewCo Spinoff III: The Most Interesting Arb In The World. Again.
In the first two pieces Naspers ➔ NewCo Spinoff I: Structure, Ownership, Index Effects and Naspers ➔ NewCo Spinoff II: Thoughts on the Appropriate...
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