StubWorld: Naspers Trading Cheap; Prosus Trading Rich(Er)
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed considerably since its low in late March ; but Naspers (NPN SJ) is...
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What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
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Last Week in Event SPACE: Unizo, Hitachi High, Toshiba Mach., Oriental Land, Naspers/Prosus, Altran
Last Week in Event SPACE ... The content of Blackstone's strong bid for Unizo Holdings (3258 JP) is materially similar to the content contained...
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Just Eat Plc (JE/ LN): CMA Is at It Again or Is It a New CMA?
On 24 January, the CMA has decided to investigate Takeaway.com NV (TKWY NA)’s purchase of Just Eat PLC (JE/ LN) and is inviting comments on...
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Naspers & Prosus Vs Basket Spinoff Plus Four Months - Where Do We Stand?
The Naspers spinoff of Prosus this past summer was much talked about on Smartkarma. We got some things right and some things wrong. We got the...
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