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Prosus NV (PRX NA)
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194
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
•
Naspers
•
05 Feb 2021 12:25
StubWorld: Naspers' Unsustainable Look-Through
Long Naspers vs Tencent, is the obvious trade at the current look-through value. IF Naspers+Prosus decides to sell some more Tencent, expect...
David Blennerhassett
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454 Views
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bullish
•
Alibaba Group Holding
•
05 Jan 2021 10:53
Aequitas 2020 IPOs and Placements Performance - IPOs in the Limelight but Placements Stole the Show
2020 marked our second year of operations as an Independent Research Company, and our fifth year covering ECM. In 2020 we had an accuracy rate of...
Sumeet Singh
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405 Views
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bearish
•
Tencent
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29 Dec 2020 13:18
StubWorld: Tencent Under Pressure From Antitrust Push
Stay long long Naspers vs Tencent. As we approach March, the likelihood that investors realise there could be another large offering increases,...
David Blennerhassett
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709 Views
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bullish
•
Naspers
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27 Nov 2020 12:49
2021 High Conviction: Naspers, Deeply Discounted Exposure to Accelerating Online Sales
Naspers: Deeply discounted exposure to Tencent, a diverse range of online businesses set to benefit from accelerated online activity post-COVID-19...
Wium Malan, CFA
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547 Views
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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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467 Views
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