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...
333 Views
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...
354 Views
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...
389 Views
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,...
378 Views
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...
174 Views