ENTITY
Naspers

Naspers (NPN SJ)

216
Analysis
Consumer DiscretionarySouth Africa
Naspers Limited operates in the technology industry. The Company invests in global internet companies across the world.
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bullishNaspers
17 Jan 2024 23:31

Naspers (NPN) X Prosus (PRX) Pairs Trade Opportunity as Naspers Comes Under Pressure

Naspers has underperformed Prosus since the start of the year, presenting an opportunity to put on a pairs trade. We expect a structural shift in...

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DMA
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bullishNaspers
10 Jan 2024 17:08

Naspers (NPN) X Prosus (PRX): A Look Back at 2023, Regulatory Risk Back in Spotlight

A look into how the discounts traded through the year. Naspers outperformed Prosus by a large margin highlighting the merits of the structure...

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bullishNaspers
15 Oct 2023 23:24

Naspers: Discount to Prosus Market Value Reaches Narrowest Level Since Prosus Listing

Recap on how the Naspers and Prosus discounts traded last week. Naspers’ discount to Prosus’ market value reached an all time low. Could see...

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bullishNaspers
04 Dec 2023 17:08

NPN X PRX Discount Update + Key Takeaways H1 FY24 Results

Naspers and Prosus reported H1 FY24 results last week Wednesday before the open. No major surprises, all three discounts closed slightly lower.

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DMA
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24 Aug 2021 17:17

StubWorld: CK Hutch's Ongoing Buybacks

CKH looks cheap here priced at 6.8x/0.4x forward PE/PBR, together with a 50% discount to NAV.  Expect buybacks to continue. Recommend an outright...

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