Just Eat (JE/ LN): From a Strategic Perspective Prosus Is the Best Buyer, It Should Pay More
Below I discuss the strategic imperative for Prosus (PRX NA) in buying Just Eat PLC (JE/ LN). In some ways, this note quantitatively addresses...
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New Prosus Offer Won't Take Away Just Eat
Late last year, erstwhile activist Cat Rock Capital (which owned about 2% of the company) sent the board of Just Eat PLC (JE/ LN) a letter saying...
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Just Eat (JE/ LN): Who Else Can Enter the Bidding War?
On September 22, Prosus made an offer for Just Eat PLC (JE/ LN) at 710p per share or c. 20% above Just Eat’s closing share price on the previous...
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StubWorld: Naspers' Discount Below Look-Through Pre-Spinoff Level
This week in StubWorld ... Heading into an expected bigly index-related sell-off in Prosus (PRX NA) tomorrow, the combination of Prosus and...
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Tencent: Are Naspers Selling at the Top?
With Tencent Holdings (700 HK) largest shareholder Naspers (NPN SJ) spinning off its Tencent stake into Prosus (PRX NA), we believe there are a...
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