Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
587 Views
StubWorld: Naspers' Restructuring Update
This week in StubWorld ... Naspers Ltd (NPN SJ)'s discount to NAV narrows as it teases out more information on spinning-off and separately...
668 Views
Naspers: Addressing the Discount (Again). New Moves to Realize Value Are Having an Impact
Naspers (NPN SJ) recently announced another attempt to reduce the holdco discount which has remained stubbornly high despite previous attempts by...
641 Views
Smartkarma Originals
🇯🇵 Japan • Internet Sector Review - 'Japan Passing'
There are currently 241 listed Japanese companies that can be categorised as Internet businesses. Our classification overlaps with the TOPIX-33...
1.3k Views
Last Week in Event SPACE: Nissan, Naspers, Lynas, Xenith, Versum, Scout24, PCCW
Last Week in Event SPACE ... The fog lifts, slowly, on Nissan Motor (7201 JP), but merger talks will have to wait until the company gets its...
508 Views