StubWorld: Bloisi's Appointment Stalls The Prosus Accretion Trade
For long-onlies, replace your Tencent with Prosus; or specifically, ~80% of your Tencent position with Prosus. For rel-value players, ~80% of the...
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GEMWeekly (17 May 2024): China, India, Malaysia Macro; NetEase, Kakao, Prosus, Naspers
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
363 Views
ECM Weekly (20th May 2024) -Lalatech, Go Digit, Aadhar, TBO Tek, Ecopro, Nexus, Modec, Hyundai Heavy
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Naspers X Prosus (NPN, PRX): Market Reacts Negatively to Appointment of CEO
A recap on the market reaction to the appointment of Bloisi as Naspers and Prosus CEO. Naspers ended the day down 4.09% on Friday. Prosus closed...
768 Views
Bullish Outlook Intact; EM and China Continue to Bottom; Buys in Comms, Tech, Discretionary, Miners
Bullish Outlook Intact $ACWI; EM and China Continue to Lead; U.S. Dollar (DXY), WTI Crude Oil, and Gasoline Prices Rolling Over; Buys in: Comms,...
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