New Prosus Offer Won't Take Away Just Eat
Late last year, erstwhile activist Cat Rock Capital (which owned about 2% of the company) sent the board of Just Eat PLC (JE/ LN) a letter saying...
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Prosus IPO Part II - A Lot of Future IPO Candidates for Emerging Markets - OLX, PayU, Byju & Swiggy
Prosus (PROSUS NA) will begin trading on Euronext Amsterdam on 11th Sep 2019 after being spun out of Naspers (NPN SJ). It will be a US$100bn+...
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Prosus IPO Part I - A Lot of Future IPO Candidates for Emerging Markets - OLX, PayU, Byju & Swiggy
Prosus (PROSUS NA) will begin trading on Euronext Amstredam on 11th Sep 2019 after being spun out of Naspers (NPN SJ). It will be a US$100bn+...
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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...
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Meituan-Dianping Q318 Results: In Food Delivery Segment, Crucial Disclosures Evaporated Post-IPO
This note on Meituan Dianping (3690 HK) Q318 results is split into two main parts: A quick segment-by-segment review of results A closer look at...
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