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
SUMMARY
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