bullish
StubWorld: Bloisi's Appointment Stalls The Prosus Accretion Trade
555 Views21 May 2024 16:10
For long-onlies, replace your Tencent with Prosus; or specifically, ~80% of your Tencent position with Prosus. For rel-value players, ~80% of the NAV portfolio is easily hedge-able.
What is covered in the Full Insight:
- CEO Appointment and Market Reaction
- Prosus Accretion Trade
- Impact on Tencent
- Prosus NAV Analysis
- NAV Discount Evaluation for Prosus and Naspers
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