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...
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Tencent/Leyou: China Bytes
After going into a trading halt on the 10 July, Leyou announced Charles Yuk - its largest shareholder - had entered into a privatisation...
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StubWorld: Naspers Is Cheap To Prosus & Look-Thru
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed since its low in late March; yet Naspers (NPN SJ) is around its widest...
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Just Eat Takeaway / GrubHub (JET LN / GRUB US): Will Prosus (PRX NA) Spoil the Dinner Party?
The way Prosus let Just Eat go during the bidding war seemed like a strategic retreat. This move led to speculation that Prosus was pulling back so...
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Softbank Starts on Its ¥4.5trln Capital Plan - A Model for Bullishness
A bit over a year ago in early February 2019, Softbank Group (9984 JP) CEO Masayoshi Son went on a rant during the FYQ3 results announcement,...
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