ECM Weekly (21 February 2021) - Tencent Lock-Up Expiry, SciClone Pharma, Joinn Lab, Bairong, Betta
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Naspers & Prosus - A $5bn Catalyst Arrives
Naspers/Prosus finally has a catalyst. It's not a HUGE catalyst but US$5bn is US$5bn. The trick is to think about where this places you at the end...
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Naspers: āDoubleā Discount Warranted? The Search for a Catalyst Continues
Since the listing of Prosus, we have seen a ādoubleā discount to listed NAV manifest at Naspers. I take a closer look at the top reasons for this...
625 Views
StubWorld: Naspers Trading Cheap; Prosus Trading Rich(Er)
This week inĀ StubWorldĀ ... Prosus (PRX NA)'s discount to NAV has narrowed considerably since its low in late March ; but Naspers (NPN SJ) is...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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