StubWorld: Naspers Embeds Another Layer Into Tencent
This week in StubWorld ... There is no apparent value enhancement to Naspers Ltd (NPN SJ)'s spinning-off and separately listing Tencent Holdings...
927 Views
Naspers: Profitability Improvements Continue
Following David Blennerhassett's recent StubWorld note, we wanted add a bit more detail on the non Tencent Holdings (700 HK) part of Naspers (NPN...
639 Views
StubWorld: Naspers And The Valuation Gap
This week in StubWorld ... Naspers Ltd (NPN SJ)'s recent underperformance is potentially a signal to buy Naspers here against Tencent Holdings...
937 Views
Naspers Profitability Continues to Improve but Discount to NAV Remains Stubbornly Wide
Naspers (NPN SJ) recently announced mixed FY18 results which showed a slowdown in top-line growth (ex-Tencent), but continued success in lowering...
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Naspers Continues to Execute Well on Its Non-Tencent Investments.
Naspers (NPN SJ) recent 1H18 results show continued traction on the top-line with revenues (adjusted for M&A and FX) continuing to accelerate....
774 Views