bullish
Market Is Ignoring Naspers' Investment Track Record. Discount to Underlying Value Is Unjustified
317 Views22 Aug 2017 10:34
Over the last year, either the market has implicitly marked down the value of Naspers (NPN SJ) unlisted e-commerce assets by $18bn, OR the implied...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
New Street Research
Differentiated global TMT & Internet Research
Price Chart(Sign Up to Access)
- Last Week in Event SPACE: Naspers, Japan Display, Wesfarmers, Bunge25 Mar 2018
- Be Careful What You Wish For - Naspers To Sell up to US$10bn in Tencent22 Mar 2018
- Naspers Continues to Execute Well on Its Non-Tencent Investments.06 Dec 2017
- Naspers' Operational Improvements Continue05 Jul 2017
- Naspers 1H17 Result Shows Encouraging Underlying Trends01 Dec 2016
x