Naspers (NPN SJ): Synthetic Expert Call Transcript (25 Sep 2026)
The structural simplification of Naspers/Prosus is practically at its limit; while the September 2023 cross-shareholding unwind removed the...
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StubWorld: Prosus Is Still A Buy
Current NAV levels for Prosus are depressed. As is the implied stub. Look to long Prosus here, short Tencent here. Or long Prosus, short Naspers.
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Primer: Naspers (NPN SJ) - Aug 2026
Naspers represents a unique investment vehicle, offering exposure to a global portfolio of high-growth internet and technology assets, most...
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Hong Kong 2025 Placements - Year so Far and Trends for Potential Primary Placements
1H25 saw a sharp turnaround in HK placements, with 36 US$100m+ deals so far. This compares to only 14 in 2022, 13 in 2023, and 15 in 2024. In this...
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Baba's Babies: Co-Parenting Works! Zhong An Online P&C Insurance
HK Legco approved the Stablecoins Bill and the first batch of stablecoin issuers will be beneficiaries of fund flow momentum of virtual assets in...
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