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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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bullish
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Thematic (Sector/Industry)
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16 Apr 2020 18:06
India F&B | Channel Checks Indicate Market Share Gains for Organised Players Post COVID-19
Our Channel checks for the Indian F&B (Food and Beverage Industry) indicate changing consumer behaviour along with a change in market structure...
Pranav Bhavsar
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356 Views
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bullish
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Prosus NV
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10 Apr 2020 15:49
Prosus (PRX NA): Covid-19 Impact on the Unlisted Chunk of NAV. Initial Datapoints.
Back in January Mark Artherton, CFA in Naspers/Tencent/Prosus - Why Has the Discount Got Even Bigger! argued that the discount in Naspers (NPN SJ)...
Patryk Basiewicz
444 Views
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bullish
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Naspers
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24 Mar 2020 17:24
StubWorld: Naspers At A Look-Through Discount Of 52%
This week in StubWorld ... A 52% look-through discount, cashed-up from its recent share placement in Prosus (PRX NA), and a rand hedge play, is...
David Blennerhassett
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385 Views
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bullish
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Tencent
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20 Mar 2020 06:53
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...
Mark Artherton, CFA
345 Views
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bullish
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Ebay Inc
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17 Mar 2020 12:01
EBay to Sell Classifieds Business, A Valuation Close to US$10bn Seems Attainable
Following weeks of speculation, eBay finally announced on 21st February 2020 that it has been exploring potential value-creating opportunities for...
Shifara Samsudeen, ACMA, CGMA
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315 Views
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