Tencent (700 HK): Q1 FY24 Results Quick Take, Margin Expansion Drives Decent Set of Results
Tencent reported a decent set of results for Q1 FY24, driven by notable margin expansion across segments (well ahead of consensus estimates).
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Swiggy Pre-IPO Early Look - Innovation Leader, Profitability Laggard
Swiggy aims to raise US$1.25bn in its upcoming India IPO. The company has filed confidentially for its IPO, which is likely to be launched towards...
535 Views
NPN X PRX Discount Update Post Tencent Early Game Release News Flow
Naspers outperformed Prosus last week as Tencent announced that DnF mobile would be released earlier on the 21st of May.
336 Views
NPN X PRX: Discounts Widen as Fed Pivots on Rate Outlook
There has been a notable widening in the discounts of both Naspers and Prosus following Fed rhetoric. This coupled with a number of potential...
541 Views
Naspers (NPN) X Prosus (PRX): Performance for Q1 2024, Gains Driven by Tencent, NAV Growth
A look into the performance of Naspers and Prosus for the first quarter of 2024. Gains were driven by Tencent and a weaker Rand (NAV growth) as...
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