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...
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Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
356 Views
India F&B | Channel Checks Indicate Market Share Gains for Organised Players Post COVID-19
Our Channel checks for the Indian F&B (Food and Beverage Industry) indicate changing consumer behaviour along with a change in market structure...
356 Views
Prosus (PRX NA): Covid-19 Impact on the Unlisted Chunk of NAV. Initial Datapoints.
Back in January Mark Artherton, CFA in Naspers/Tencent/Prosus - Why Has the Discount Got Even Bigger! argued that the discount in Naspers (NPN SJ)...
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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...
385 Views