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Prosus NV (PRX SJ)
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78
Analysis
Consumer Discretionary
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China
Prosus N.V. provides internet based services. The Company focuses on investments in internet, digital media, e-commerce retailing, and consumer internet companies. Prosus serves customers worldwide.
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bullish
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Naspers
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03 Nov 2020 00:39
Naspers & Prosus - A $5bn Catalyst Arrives
Naspers/Prosus finally has a catalyst. It's not a HUGE catalyst but US$5bn is US$5bn. The trick is to think about where this places you at the end...
Travis Lundy
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471 Views
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bullish
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Naspers
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11 Oct 2020 19:55
Naspers: “Double” Discount Warranted? The Search for a Catalyst Continues
Since the listing of Prosus, we have seen a “double” discount to listed NAV manifest at Naspers. I take a closer look at the top reasons for this...
Wium Malan, CFA
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523 Views
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bullish
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Naspers
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18 May 2020 16:23
StubWorld: Naspers Trading Cheap; Prosus Trading Rich(Er)
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed considerably since its low in late March ; but Naspers (NPN SJ) is...
David Blennerhassett
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169 Views
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bearish
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Quantitative Analysis
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24 Apr 2020 10:34
Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
Steven Holden
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412 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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390 Views
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