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Naspers (NPN SJ)
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242
Analysis
Consumer Discretionary
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South Africa
Naspers Limited operates in the technology industry. The Company invests in global internet companies across the world.
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bullish
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Naspers
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05 Feb 2021 12:25
StubWorld: Naspers' Unsustainable Look-Through
Long Naspers vs Tencent, is the obvious trade at the current look-through value. IF Naspers+Prosus decides to sell some more Tencent, expect...
David Blennerhassett
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454 Views
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bullish
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Thematic (Sector/Industry)
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30 Jan 2021 21:03
Global Emerging Markets Weekly: 29 January 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
Wium Malan, CFA
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209 Views
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bullish
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Tencent
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28 Jan 2021 11:41
Tencent: An Update on Investees and the Implied Valuation of Consolidated Operations
In this insight, I account for the increase in fair value of Tencent’s investees, including the Kuaishou IPO, which indicates that consolidated...
Wium Malan, CFA
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313 Views
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bearish
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Tencent
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29 Dec 2020 13:18
StubWorld: Tencent Under Pressure From Antitrust Push
Stay long long Naspers vs Tencent. As we approach March, the likelihood that investors realise there could be another large offering increases,...
David Blennerhassett
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709 Views
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bullish
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Naspers
•
27 Nov 2020 12:49
2021 High Conviction: Naspers, Deeply Discounted Exposure to Accelerating Online Sales
Naspers: Deeply discounted exposure to Tencent, a diverse range of online businesses set to benefit from accelerated online activity post-COVID-19...
Wium Malan, CFA
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547 Views
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