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Naspers (NPN SJ)
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242
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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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bearish
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Tencent
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11 Nov 2020 11:29
Party Poopers: Reining In China's Internet
It is a delicate dance to promote home-grown tech companies while keeping existing market forces in check. But it is no secret the PRC government's...
David Blennerhassett
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381 Views
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bullish
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Naspers
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03 Nov 2020 00:39
Naspers & Prosus - A $5bn Catalyst Arrives
Naspers/Prosus finally has a catalyst. It's not a HUGE catalyst but US$5bn is US$5bn. The trick is to think about where this places you at the end...
Travis Lundy
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467 Views
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bullish
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Naspers
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11 Oct 2020 19:55
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...
Wium Malan, CFA
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517 Views
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bullish
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Leyou Technologies
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23 Sep 2020 19:28
Tencent/Leyou: China Bytes
After going into a trading halt on the 10 July, Leyou announced Charles Yuk - its largest shareholder - had entered into a privatisation...
David Blennerhassett
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318 Views
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bullish
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Naspers
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25 Aug 2020 14:47
StubWorld: Naspers Is Cheap To Prosus & Look-Thru
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed since its low in late March; yet Naspers (NPN SJ) is around its widest...
David Blennerhassett
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347 Views
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