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...
565 Views
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...
490 Views
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...
498 Views
Naspers & Prosus Spin-Off - Remain a Buyer at the Reference Price - Updated Implied Discount Grid
Prosus (PRX NA) will begin trading on Euronext Amsterdam today at 9:00am local time, after being spun out of Naspers (NPN SJ). It will be a...
618 Views
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)...
965 Views