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Delivery Hero SE (DHER GR)
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106
Analysis
Information Technology
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Germany
Delivery Hero SE offers e-commerce services. The Company provides online food ordering services. Delivery Hero serves customers Germany.
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bullish
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Harmony Gold Mining
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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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277 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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431 Views
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bullish
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Quantitative Analysis
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05 Nov 2023 23:03
Naspers & Prosus: Discounts Narrow This Week, the Great Rotation from Prosus to Naspers Playing Out?
A recap of how the discounts traded last week. Naspers’ discount to Prosus’ market value continues to push new lows, both counters outperformed...
DMA
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501 Views
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bullish
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Quantitative Analysis
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23 Oct 2023 01:24
Naspers & Prosus: Discounts Widen as Market Sells off + WisdomTree Oct Rebalance Price Moves (JSE)
Recap of how the discounts traded last week as well as price moves on the JSE at the WisdomTree rebalance (Wed, 18 Oct).
DMA
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558 Views
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bullish
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Quantitative Analysis
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05 Oct 2023 17:37
Naspers & Prosus: Risk off Trade Puts Pressure on Discounts, NAV Update for Q2 FY24 Released
Naspers & Prosus: discounts widen during last two weeks driven by risk-off sentiment plus Q2 FY24 NAV update released. Fresh opportunity for those...
DMA
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567 Views
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