StubWorld: Naspers Trading Cheap; Prosus Trading Rich(Er)
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed considerably since its low in late March ; but Naspers (NPN SJ) is...
243 Views
What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
460 Views
Last Week in Event SPACE: Unizo, Hitachi High, Toshiba Mach., Oriental Land, Naspers/Prosus, Altran
Last Week in Event SPACE ... The content of Blackstone's strong bid for Unizo Holdings (3258 JP) is materially similar to the content contained...
429 Views
Just Eat Plc (JE/ LN): CMA Is at It Again or Is It a New CMA?
On 24 January, the CMA has decided to investigate Takeaway.com NV (TKWY NA)’s purchase of Just Eat PLC (JE/ LN) and is inviting comments on...
565 Views
Just Eat Takeaway.com Merger: CMA Dons the Party-Pooper Hat
On 22 January 2020, the CMA informed Takeaway.com NV (TKWY NA) that it has changed its mind about the Just Eat PLC (JE/ LN) merger. The CMA now...
429 Views