Leyou – We Expect a Deal Soon and at the Top End of Reported Terms or Possibly Higher
In March with Leyou trading at HKD2.30 we said that we believed a deal for the company was likely even though we considered the then reported...
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StubWorld: Naspers Is Cheap To Prosus & Look-Thru
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed since its low in late March; yet Naspers (NPN SJ) is around its widest...
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Tencent Ending the Leyou Takeover Saga?
Leyou Technologies (1089 HK)’s long-drawn takeover saga is likely heading to a finale. Tencent Holdings (700 HK) is set to announce an agreement...
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Tencent - After-Life In EU
*EU Transaction: Afterpay is set to acquire Pagantis, which is noted as a ‘traditional buy now, pay later traditional credit service provider’ with...
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Alibaba (BABA US): Look at One Chart that Signals More Profit Is On the Way
Alibaba Group (BABA US) is the largest online marketplace platform in the world with a GMV (Gross Merchandise Value) at nearly two and a half...
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