Naspers/Prosus - Now We Go Ex-Offer
Naspers goes ex-Offer on Wednesday 11 August. The Offer closes 13 August. We could see a price dip on NPN between, which could encourage pro-ration...
599 Views
Naspers & Prosus Exchange Offer - Accretion Vs Complexity
Naspers and Prosus propose an Exchange Offer for 45.4% of Naspers to receive Prosus shares. Prosus will own 49.5% of Naspers. There is accretion,...
782 Views
Prosus/Naspers Holdco - Round Tripping US$46bn
Prosus announced that it would acquire 45.4% of Naspers via a voluntary offer to be settled with new Prosus Shares. This will result in Prosus...
539 Views
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.
868 Views
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...
672 Views