Prosus/Naspers Holdco - Round Tripping US$46bn
Prosus announced that it would acquire 45.4% of Naspers via a voluntary offer to be settled with new Prosus Shares. This will result in Prosus...
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ECM Weekly (11th April 2021) - Tencent Block, WeDoctor, YiShengBio, Trip HK, Visional, Macrotech Dev
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Global Emerging Markets Weekly: 9 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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StubWorld: Naspers/Tencent - And Another Three Years
This is a range trade situation. Expect management to get involved when Prosus widens to a ~40% discount to Tencent and Naspers at a 30% discount...
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Be Careful What You Wish For REDUX - Prosus Selling US$15bn in Tencent
Prosus is selling US$15bn of Tencent, locking themselves up for 3 years. They should have sold more and locked themselves up for less. The market...
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