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...
499 Views
Naspers & Prosus Spin-Off - Remain a Buyer at the Reference Price - Updated Implied Discount Grid
Prosus (PRX NA) will begin trading on Euronext Amsterdam today at 9:00am local time, after being spun out of Naspers (NPN SJ). It will be a...
618 Views
Last Week in Event SPACE: Naspers, First Pac, Toshiba, Nissan, Entertainment One, Huaneng Renew
Last Week in Event SPACE ... Naspers (NPN SJ) appears to have baked in most of the upside from the Prosus (PRX NA) spin-off. Near-term there...
470 Views
Naspers/Prosus (NPN SJ / PRX NA) - Analysis of the Two Discounts
I build on work of my colleagues Sumeet Singh, David Blennerhassett and Travis Lundy, who not only discussed the details of the Prosus (PRX NA)...
965 Views
Pro-Forma NAVs As Naspers Discount Narrows Ahead Of Prosus Listing
Naspers (NPN SJ), and the spin-off and listing of Prosus (PRX NA), have been covered at length in Smartkarma by Travis Lundy and Sumeet...
571 Views