Reasons Why DRAM Price Might Be Better than NAND in 2017
Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...
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Naspers: Creating Value in Online Travel in India with MakeMyTrip Deal.
A few days ago we wrote about Naspers Ltd (NPN SJ) crystallizing value with the sale of its Polish eCommerce business for $3.25bn. The ink was...
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Naspers - Keeping It Simple
On a look-through basis, Naspers has traded at an average discount of 7% to its holding in Tencent in 2016, assigning negative value to its stub...
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Naspers Sale of the Allegro ECommerce Business Crystallizes Value.
When we last wrote on Naspers (NPN SJ) we thought an Allegro sale was not imminent although it had been marked out as possible if the price was...
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ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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