Market Is Ignoring Naspers' Investment Track Record. Discount to Underlying Value Is Unjustified
Over the last year, either the market has implicitly marked down the value of Naspers (NPN SJ) unlisted e-commerce assets by $18bn, OR the implied...
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Naspers Sale of the Allegro ECommerce Business Crystallizes Value.
When we last wrote on Naspers (NPN SJ) we thought an Allegro sale was not imminent although it had been marked out as possible if the price was...
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Naspers: Latest Results Show Good Revenue Traction but It Comes with a Cost.
Naspers recent FY16 results showed continued positive top-line development, which was offset by increased development spending. While there is some...
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