bullish
StubWorld: Prosus' Move On Russian Exposure Overdone
512 Views03 Mar 2022 16:41
Even if OLX and VK Group are written down to zero, the implied stub has overshot the mark. I'd set up a long Prosus, short Tencent here.
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, 4-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- GEM Weekly (1 Jul 2022): Asia PMI; Prosus, Tencent, JD.com, Samsung Electronics, GlobalWafers02 Jul 2022
- Prosus: Finally, a Catalyst; Cash Flows, Capital Allocation, Should Limit Drop in Discount to NAV01 Jul 2022
- StubWorld: Prosus & Naspers Gain On Buyback Funded By Tencent Share Sale28 Jun 2022
- Prosus Announces US$5bn Buyback of Float23 Aug 2021
- Naspers/Prosus: South African "Keswicks"13 May 2021
- Naspers & Prosus Exchange Offer - Accretion Vs Complexity12 May 2021
x