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INSIGHT PROVIDER
Top Quartile
Charlotte van Tiddens, CFA
Quantitative Equity Analyst
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DMA
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Location:
South Africa
Joined:
21 August 2023
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Recent
bullish
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Anglo American
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30 Apr 2024 03:03
Anglo American (AGL, AAL): JSE Index Effects of Potential Takeover or Restructuring
We explore the recent takeover bid by BHP and potential JSE index effects of a takeover or restructuring that would see Amplats and Kumba unbundled.
DMA
189 Views
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bearish
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Prosus NV
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29 Apr 2024 13:35
NPN X PRX Discount Update Post Tencent Early Game Release News Flow
Naspers outperformed Prosus last week as Tencent announced that DnF mobile would be released earlier on the 21st of May.
DMA
201 Views
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bullish
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Prosus NV
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18 Apr 2024 23:59
NPN X PRX: Discounts Widen as Fed Pivots on Rate Outlook
There has been a notable widening in the discounts of both Naspers and Prosus following Fed rhetoric. This coupled with a number of potential...
DMA
364 Views
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bullish
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Naspers
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08 Apr 2024 20:20
Naspers (NPN) X Prosus (PRX): Performance for Q1 2024, Gains Driven by Tencent, NAV Growth
A look into the performance of Naspers and Prosus for the first quarter of 2024. Gains were driven by Tencent and a weaker Rand (NAV growth) as...
DMA
204 Views
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bullish
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Tencent
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19 Mar 2024 22:44
Tencent (700 HK): Gross Margins, Cost Cutting Likely to Be Focus Going into Q4 FY23 Results
A look into what is priced ahead of Tencent's FY23 results release tomorrow after the HK close. Gross margins and cost cutting are likely going to...
DMA
292 Views
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