Ingenico (ING FP) /​ Worldline (WLN FP): Thoughts on Price Dynamics After the Short Ban.

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Ingenico (ING FP) /​​ Worldline (WLN FP): Thoughts on Price Dynamics After the Short Ban. A Redux!

StubWorld: Naspers' Discount Below Look-Through Pre-Spinoff Level

Naspers/Prosus (NPN SJ / PRX NA) - Analysis of the Two Discounts

Naspers/Tencent/Prosus - Why Has the Discount Got Even Bigger!

Tencent Initiation - Remaining Underweight One of the New Conglomerates - Inteqres Practical Views

Tencent (700 HK): Margin Improved for First Time in 3 Years, All Business Lines Growing, 50% Upside

European Event-Driven Analyst

Patryk Basiewicz

PGB Research

Equity Bottom-Up

<p>Back in January <a href="https://www.smartkarma.com/profiles/mark-artherton-cfa" target="_blank" data-smartkarma-citation="accounts:7528" rel="noopener">Mark Artherton, CFA</a> in <a href="https://www.smartkarma.com/insights/naspers-tencent-prosus-why-has-the-discount-got-even-bigger" target="_blank" data-smartkarma-citation="insights:35989" rel="noopener">Naspers/Tencent/Prosus - Why Has the Discount Got Even Bigger!</a> argued that the discount in <a href="https://www.smartkarma.com/entities/naspers-ltd" target="_blank" data-smartkarma-citation="entities:21085:1" rel="noopener">Naspers (NPN SJ)</a><a href="https://www.smartkarma.com/entities/prosus-nv" target="_blank" data-smartkarma-citation="entities:28104:1" rel="noopener"> / Prosus (PRX NA)</a> is, at least partially, driven by market's distrust of management's intentions towards the unlisted chunk of the NAV. Thus, developments in this segment are important, as they will dictate Prosus' investment policies. Also, this chunk of the stub is key for Prous eventually paying dividends. </p>
<p>In this insight, I go through relevant developments, publications and analysis to understand how the current developments are impacting Prosus' unlisted assets. Below are my conclusions.</p>

Back in January Mark Artherton, CFA in Naspers/Tencent/Prosus - Why Has the Discount Got Even Bigger! argued that the discount in Naspers (NPN SJ) / Prosus (PRX NA) is, at least partially, driven by market's distrust of management's intentions towards the unlisted chunk of the NAV. Thus, developments in this segment are important, as they will dictate Prosus' investment policies. Also, this chunk of the stub is key for Prous eventually paying dividends. 
In this insight, I go through relevant developments, publications and analysis to understand how the current developments are impacting Prosus' unlisted assets. Below are my conclusions.

Prosus（PRX NA）：非上場NAVへのCOVID-19の影響。初期データポイント。

Prosus NV

Prosus（PRX NA）：非上場NAVへのCOVID-19の影響。初期データポイント。