Naspers/Prosus (NPN SJ / PRX NA) - Analysis of the Two Discounts
I build on work of my colleagues Sumeet Singh, David Blennerhassett and Travis Lundy, who not only discussed the details of the Prosus (PRX NA)...
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Pro-Forma NAVs As Naspers Discount Narrows Ahead Of Prosus Listing
Naspers (NPN SJ), and the spin-off and listing of Prosus (PRX NA), have been covered at length in Smartkarma by Travis Lundy and Sumeet...
552 Views
Naspers & Prosus IPO/Spin-Off Part III - The Dreaded Discount and Implied Valuations
Prosus (PROSUS NA) will begin trading on Euronext Amsterdam on 11th Sep 2019 after being spun out of Naspers (NPN SJ). It will be a US$100bn+...
1.3k Views
Naspers & Prosus - Another Think Part II: Indices, Flows, and Ownership
In just over a week the world will get what may possibly be the largest single listing of immediately sell-able equity "float" in history. It is...
895 Views
Prosus IPO Part II - A Lot of Future IPO Candidates for Emerging Markets - OLX, PayU, Byju & Swiggy
Prosus (PROSUS NA) will begin trading on Euronext Amsterdam on 11th Sep 2019 after being spun out of Naspers (NPN SJ). It will be a US$100bn+...
622 Views