Naspers & Prosus: Discounts Widen as Market Sells off + WisdomTree Oct Rebalance Price Moves (JSE)
Recap of how the discounts traded last week as well as price moves on the JSE at the WisdomTree rebalance (Wed, 18 Oct).
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Naspers & Prosus: Risk off Trade Puts Pressure on Discounts, NAV Update for Q2 FY24 Released
Naspers & Prosus: discounts widen during last two weeks driven by risk-off sentiment plus Q2 FY24 NAV update released. Fresh opportunity for those...
698 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
568 Views
Prosus/Naspers: Business As Usual As CEO Steps Down
For arbers, go long Prosus and hedge 75% with Tencent, and 10-15% of Prosus listed holdings (Meituan, Delivery Hero, Trip.com, Remitly Global)...
818 Views
Quiddity Leaderboard-DAX Sep 23: No More Catalyst for the Short Sartorius - LONG Merck Trade
I do not expect Sartorius to get deleted from DAX in Sep 23. Despite the fundamentals still supporting the Short Sartorius - LONG Merck trade, I do...
754 Views