StubWorld: Naspers' Discount Below Look-Through Pre-Spinoff Level
This week in StubWorld ... Heading into an expected bigly index-related sell-off in Prosus (PRX NA) tomorrow, the combination of Prosus and...
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Tencent: Are Naspers Selling at the Top?
With Tencent Holdings (700 HK) largest shareholder Naspers (NPN SJ) spinning off its Tencent stake into Prosus (PRX NA), we believe there are a...
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Naspers & Prosus ​Spin-Off - Remain a Buyer at the Reference Price - Updated Implied Discount Grid
Prosus (PRX NA) will begin trading on Euronext Amsterdam today at 9:00am local time, after being spun out of Naspers (NPN SJ). It will be a...
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Naspers/Prosus (NPN SJ / PRX NA) - Analysis of the Two Discounts
I build on work of my colleagues Sumeet Singh, David Blennerhassett and  Travis Lundy, who not only discussed the details of the Prosus (PRX NA)...
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Pro-Forma NAVs As Naspers Discount Narrows Ahead Of Prosus Listing
Naspers (NPN SJ), and the spin-off and listing of Prosus (PRX NA), have been covered at length in Smartkarma by Travis Lundy and Sumeet...
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