GEM Weekly (1 Jul 2022): Asia PMI; Prosus, Tencent, JD.com, Samsung Electronics, GlobalWafers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Prosus: Finally, a Catalyst; Cash Flows, Capital Allocation, Should Limit Drop in Discount to NAV
In this insight, we analyse Prosus’ operational performance, capital allocation decisions, cash flows, what that implies for the holding company...
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Tencent: End of Another Quarter with No New Game Approval and Prosus Selling
The second quarter of 2022 has not been any great for Tencent as none of its new game titles were included in the approved list while Prosus...
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StubWorld: Prosus & Naspers Gain On Buyback Funded By Tencent Share Sale
Buying a material percentage of Prosus' float at 40%+, translates to a significant lift in NAV/share accretion, even if Tencent remains static. Go...
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SEA Lock-Up - Tencent Is once Again About to Be Free to Trim Its US$8bn Stake
Tencent sold US$3bn worth of SEA shares in Jan 22. The rest of its stake was locked up for six months, which will soon be over.
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