Naspers & Prosus - Another Think Part I: About The Discount
On Friday 23 August 2019, Naspers (NPN SJ) shareholders approved (with the requisite majority 100% of A shares FOR, 95.51% of N Shares FOR) the...
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Appeal Stutters; Forensic Results; 3 Yrs to Masela FID; Aides Eye Rapprochement; More Tax Facilities
Prabowo's Constitutional Court appeal is forelorn, and demonstrations are minimal. Justices have accelerated their target date for a verdict by...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Global E&Ps: South Africa in Focus
South Africa has limited historical oil and gas production, with current production of c.25 Kboe/day largely gas-focused for the Mossel Bay GTL...
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The Best Way to Play Oil with Cover
This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a...
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