Naspers: “Double” Discount Warranted? The Search for a Catalyst Continues
Since the listing of Prosus, we have seen a “double” discount to listed NAV manifest at Naspers. I take a closer look at the top reasons for this...
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Tencent, Naspers, and Prosus - Discounts Getting Too Big to Ignore - Inteqres
Since the Coronavirus hit Europe, both Naspers and Prosus have significantly underperfomed Tencent. We are not fans of either Tencent or Prosus...
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Naspers & Prosus - Another Think Part I: About The Discount
On Friday 23 August 2019, Naspers (NPN SJ) shareholders approved (with the requisite majority 100% of A shares FOR, 95.51% of N Shares FOR) the...
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Naspers ➔ NewCo Spinoff II: Thoughts on the Appropriate Discount
On 29 May, Naspers Ltd (NPN SJ) and New Global Tech Group (ticker unknown) but hereafter called "NewCo" released a group of documents giving the...
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StubWorld: Naspers Embeds Another Layer Into Tencent
This week in StubWorld ... There is no apparent value enhancement to Naspers Ltd (NPN SJ)'s spinning-off and separately listing Tencent Holdings...
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