bullish
StubWorld: Prosus' Move On Russian Exposure Overdone
497 Views03 Mar 2022 16:41
Even if OLX and VK Group are written down to zero, the implied stub has overshot the mark. I'd set up a long Prosus, short Tencent here.
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Discussions
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- StubWorld: Prosus' Move On Russian Exposure Overdone03 Mar 2022
- Prosus Announces US$5bn Buyback of Float23 Aug 2021
- Naspers/Prosus: South African "Keswicks"13 May 2021
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