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Prosus NV (PRX NA)
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200
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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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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bullish
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Tencent
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20 Mar 2020 06:53
Tencent, Naspers, and Prosus - Discounts Getting Too Big to Ignore - Inteqres
Since the Coronavirus hit Europe, both Naspers and Prosus have significantly underperfomed Tencent. We are not fans of either Tencent or Prosus...
Mark Artherton, CFA
353 Views
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bearish
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JD.com Inc (ADR)
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13 Mar 2020 06:11
JD.COM Accounting for Investments - Black Holes and Invisible Elephants- Inteqres ESG Bite
Following on from our analysis of Tencent and Alibaba's accounting for investments, we turn our attention to JD.com. We are concerned about the...
Mark Artherton, CFA
373 Views
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bearish
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Prosus NV
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28 Jan 2020 22:59
Naspers & Prosus Vs Basket Spinoff Plus Four Months - Where Do We Stand?
The Naspers spinoff of Prosus this past summer was much talked about on Smartkarma. We got some things right and some things wrong. We got the...
Travis Lundy
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428 Views
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bullish
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Just Eat
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27 Jan 2020 03:39
Just Eat Takeaway.com Merger: CMA Dons the Party-Pooper Hat
On 22 January 2020, the CMA informed Takeaway.com NV (TKWY NA) that it has changed its mind about the Just Eat PLC (JE/ LN) merger. The CMA now...
Arun George
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329 Views
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