Screening for GEMs: February 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
453 Views
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...
364 Views
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...
542 Views
The Week Ahead: US Inflation, Fed, Quarterly Rebalancing
JSE Dec rebalance - passive buys and sells in Thursday’s closing auction. JSE indices get rebalanced in the closing auction on Thursday.
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Zomato Placement - SVF's Overhang Will Be Lifted Post-Deal, Momentum on the Stock Remains Strong
Softbank Group (9984 JP) is looking to raise US$135m from selling its remaining stake in Zomato (ZOMATO IN). The stake sale now will be a cleanup one.
708 Views