Naspers Profitability Continues to Improve but Discount to NAV Remains Stubbornly Wide
Naspers (NPN SJ) recently announced mixed FY18 results which showed a slowdown in top-line growth (ex-Tencent), but continued success in lowering...
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Xiaomi Corporation - U.S.$100B, $80B, $50B – Stop Dreaming. We Believe Even $20 Billion Is Too Much
China is a land of many opportunities. Softbank Group Corp (ADR) and Altaba Inc (AABA US) hit a home run with Alibaba Group Holding Ltd (BABA US)....
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Smartkarma: ECM Coverage Weekly Update (31 March 2018)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. IPOs It hasn't been a...
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Last Week in Event SPACE: Naspers, Japan Display, Wesfarmers, Bunge
Last Week in Event SPACE ...The bigly Tencent Holdings Ltd (700 HK) placement by Naspers Ltd (NPN SJ) is well supported, however, it is not...
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ECM Weekly Update - Blocks Bigger than IPOs, Videos, Hotels, Education, Banks, Missiles, Biologics..
As the title suggests, its been an exceptionally busy week and since Toh Zhen Zhou is still on a beach in Bali, hence, this weekly by your's...
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