Primer: Prosus NV (PRX SJ) - Sep 2025
Prosus is a global internet group with a vast portfolio of online companies, but its market value is predominantly influenced by its substantial...
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Naspers (NPN) X Prosus (PRX): Time to Close Out Pairs Trade as Discount Falls to 8.9% from 13.7%
To those that missed the NPN/PRX pairs trade update, Naspers has outperformed Prosus by 4.1% during the last 9 trading days. We suggest closing out...
401 Views
Naspers (NPN SJ), Prosus (PRX NA) H1 FY24 Results, Key Takeaways
Management intend to make PayU India a listable business by the second half of next year. Insight includes important takeaways from the results...
670 Views
Hong Kong 2025 Placements - Year so Far and Trends for Potential Primary Placements
1H25 saw a sharp turnaround in HK placements, with 36 US$100m+ deals so far. This compares to only 14 in 2022, 13 in 2023, and 15 in 2024. In this...
690 Views
Tencent Q1 FY24 Results Due, a Look into What Is Priced
Tencent is due to release Q1 FY24 results today. The earnings call is scheduled for 14:00 SAST. In this note, we unpack what is priced and how...
509 Views