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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
•
Just Eat
•
14 Nov 2019 22:39
Just Eat (JE/ LN): From a Strategic Perspective Prosus Is the Best Buyer, It Should Pay More
Below I discuss the strategic imperative for Prosus (PRX NA) in buying Just Eat PLC (JE/ LN). In some ways, this note quantitatively addresses...
Patryk Basiewicz
460 Views
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bullish
•
CK Hutchison Holdings
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05 Nov 2019 22:46
StubWorld: CK Hutchison Recovering. More To Come
This week in StubWorld ... CK Hutchison Holdings (1 HK) is back to levels last seen before political disruptions began in Hong Kong. CKH looks...
David Blennerhassett
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621 Views
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bullish
•
Naspers
•
22 Sep 2019 09:52
Last Week in Event SPACE: Naspers/Prosus, Bellamy, Unizo, LSE/HKEx, Bitauto, China Biologic, Artgo
Last Week in Event SPACE ... The combination of Prosus (PRX NA) and Naspers (NPN SJ) is now below its pre-spin off level, with a look-through...
David Blennerhassett
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429 Views
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bearish
•
Prosus NV
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19 Sep 2019 20:37
StubWorld: Naspers' Discount Below Look-Through Pre-Spinoff Level
This week in StubWorld ... Heading into an expected bigly index-related sell-off in Prosus (PRX NA) tomorrow, the combination of Prosus and...
David Blennerhassett
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475 Views
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bearish
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Tencent
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12 Sep 2019 08:04
Tencent: Are Naspers Selling at the Top?
With Tencent Holdings (700 HK) largest shareholder Naspers (NPN SJ) spinning off its Tencent stake into Prosus (PRX NA), we believe there are a...
Rickin Thakrar
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485 Views
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