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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
•
JD.com Inc (ADR)
•
13 Mar 2020 06:11
JD.COM Accounting for Investments - Black Holes and Invisible Elephants- Inteqres ESG Bite
Following on from our analysis of Tencent and Alibaba's accounting for investments, we turn our attention to JD.com. We are concerned about the...
Mark Artherton, CFA
369 Views
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bearish
•
Prosus NV
•
28 Jan 2020 22:59
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...
Travis Lundy
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425 Views
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bearish
•
Prosus NV
•
22 Jan 2020 17:28
Naspers/Tencent/Prosus - Why Has the Discount Got Even Bigger!
The restructure, spinoff, and listing of Prosus was heavily featured on Smartkarma prior to the September 11th event. But where do things stand...
Mark Artherton, CFA
552 Views
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bullish
•
Naspers
•
12 Dec 2019 08:05
StubWorld: Long The Look-Through On Naspers, In 2020
This week in StubWorld ... Further weakness this week in Prosus (PRX NA) has pushed the "look-through" discount to NAV from the view of ...
David Blennerhassett
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415 Views
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bearish
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Alibaba Group Holding
•
04 Dec 2019 17:35
Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
Mark Artherton, CFA
510 Views
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