Last Week In Event SPACE: Mitsui Matsushima, Prosus/Tencent/Naspers, Legend/Lenovo
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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Prosus NV (PRX NA): Synthetic Expert Call Transcript (22 Jul 2026)
Successful Elimination of Cross-Holding Complexity: The September 2023 unwind removed the restrictive cross-holding structure, resolving South...
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StubWorld: Prosus Is A Buy Here
Current NAV levels for Prosus are depressed. To a lesser extent, so is the implied stub. I might look to long Prosus here, short Tencent here. Or...
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StubWorld: A SoftBank Set-Up Hinges Off Its All-In OpenAI Bet
From an implied stub angle, and IF you have a strong opinion on OpenAI, I might be inclined to set up the stub here. The simple ratio - SoftBank...
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Hong Kong 2025 Placements - Year so Far and Trends for Potential Primary Placements
1H25 saw a sharp turnaround in HK placements, with 36 US$100m+ deals so far. This compares to only 14 in 2022, 13 in 2023, and 15 in 2024. In this...
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