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bullish
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Anglo American
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30 Apr 2024 03:03
Anglo American (AGL, AAL): JSE Index Effects of Potential Takeover or Restructuring
We explore the recent takeover bid by BHP and potential JSE index effects of a takeover or restructuring that would see Amplats and Kumba unbundled.
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209 Views
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bearish
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Prosus NV
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29 Apr 2024 13:35
NPN X PRX Discount Update Post Tencent Early Game Release News Flow
Naspers outperformed Prosus last week as Tencent announced that DnF mobile would be released earlier on the 21st of May.
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212 Views
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bullish
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Prosus NV
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18 Apr 2024 23:59
NPN X PRX: Discounts Widen as Fed Pivots on Rate Outlook
There has been a notable widening in the discounts of both Naspers and Prosus following Fed rhetoric. This coupled with a number of potential...
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376 Views
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bullish
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Naspers
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08 Apr 2024 20:20
Naspers (NPN) X Prosus (PRX): Performance for Q1 2024, Gains Driven by Tencent, NAV Growth
A look into the performance of Naspers and Prosus for the first quarter of 2024. Gains were driven by Tencent and a weaker Rand (NAV growth) as...
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210 Views
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bullish
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Tencent
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19 Mar 2024 22:44
Tencent (700 HK): Gross Margins, Cost Cutting Likely to Be Focus Going into Q4 FY23 Results
A look into what is priced ahead of Tencent's FY23 results release tomorrow after the HK close. Gross margins and cost cutting are likely going to...
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