Boardroom Talk: Xi’s deliberate murdering of Chinese company profits sends us...
Instead of a ‘cultural revolution’, president Xi Jinping is massacring Chinese company profits, especially its internet giants. This article is exclusive to Biznews Premium. Members please login here....
View ArticleNo ‘Red Swan’, just lots of red herrings – Peche
In this article below, fund manager Sean Peche unpacks some of the myths around the inevitability of growth in Chinese markets and points out that since August 2018, the risk of investing in companies...
View ArticleBringing unbanked people onto the financial grid via digital services – COP27
Naspers’ businesses are low carbon intense as they are underpinned by digital transition, which is the future of the green economy. For example, there are a billion unbanked people in the world. If we...
View ArticleBoardroom Talk: Tencent’s 35% rebound has Naspers/Prosus fans all aflutter –...
Tencent – the foundation on which Naspers/Prosus shares are valued – has enjoyed its best month in ages, gaining 35% in November so far. This article is exclusive to Biznews Premium. Members please...
View ArticleNaspers’ Takealot suffers big loss
When Naspers announced it had spent $54.8 million (R786 million) to buy out non-controlling shareholders in Takealot in 2017, South Africa’s largest online retailer. As a result, it held a 100%...
View ArticleEnsuring international investors remain committed to SA – Naspers CEO, Phuthi...
Naspers CEO Phuthi Mahanyele-Dabengwa speaks to Bronwyn Nielsen at WEF 2023 in Davos about the opportunity to showcase what South Africa has to offer. Phuti expresses sincere belief in international...
View ArticleProsus stake in Tencent falls below 26% as selloff continues
By Loni Prinsloo Prosus NV continued its selloff of Tencent Holdings Ltd., bringing its stake in the Chinese internet giant to under 26%. The Amsterdam-listed tech investor sold 789,600 ordinary...
View ArticleProsus to explore divestments from fintech arm PayU
By Jan-Henrik Förster and Loni Prinsloo* Prosus NV is exploring potential divestments from its emerging-markets financial technology company PayU, according to people familiar with the matter. The...
View ArticleMoneybetter’s investment secrets for FFM – and why Naspers is a “banker”
Discover the secrets of successful investing in this captivating interview with Moneybetter.co, one of the major sponsors of the Fantasy Fund Manager game. Chris Clarke and Charlotte van Tiddens...
View ArticleFFM podcast Ep6: Insights from May’s top of the pop; Naspers as a banker;...
Fantasy Fund Manager winner for the month of May, Angela Walton, joined BizNews’ Stuart Lowman and Corion Capital’s Garreth Montano in studio. She gave away all her secrets that got her to the top of...
View ArticleViljoen lays into Naspers management for “feeding” at shareholder expense
Veteran money manager Piet Viljoen has been on the warpath against Naspers management in the run-up to Tuesday’s release of the group’s financial results. He ripped into them in a social media post,...
View ArticleNaspers and Prosus shares up 10% after announcing new attack on discount
The share prices of Naspers and Prosus jumped this morning after the companies announced their intention to remove the cross-holding structure which has added complexity for shareholders and increased...
View ArticleNaspers delivers against strategic objectives and is on track to achieve...
This content is supplied by Naspers In the second half of the year, the Group made significant progress in delivering its strategic priorities, positioning it well for long-term value creation. The...
View ArticleProsus delivers against strategic objectives and is on track to achieve...
*This content is supplied by Prosus In the second half of the year, the Group made significant progress in delivering its strategic priorities, positioning it well for long-term value creation. The...
View ArticleNaspers set to outperform stablemate Prosus after cross-shareholding eliminated
Charlotte van Tiddens, research analyst at DMA ONE, unpacks the complex deal announced by Naspers/Prosus this week – and the implications for the share prices of both stocks. The transaction is the...
View ArticleFFM podcast ep10: The winning formula
In the studio this week BizNews’ Stuart Lowman was joined by Corion Capital’s David Bacher and Anthony Hall. Hall, a portfolio manager at Corion, won the competition for June with a 13.26% return,...
View ArticleNaspers notice of AGM and circular 2023
This content is supplied by Naspers Naspers shareholders are advised that notice is hereby given, in terms of the notice of annual general meeting posted to Shareholders on Wednesday, 26 July 2023...
View ArticleFFM podcast ep14: The Naspers gravy train; Banyana-inspired women’s month;...
The Naspers share price moved from a low of around R1450 in May last year to R3465 at the time of recording the podcast. This is as the group looks to close the door on its complex cross-holding...
View ArticlePremium – Time to relook Naspers/Tencent ratios as concerns over the HK group...
With Naspers having outperformed by so much, its shares are likely to be even more at risk should the predicted reverse hit Tencent's stock. This article is exclusive to Biznews Premium. Members...
View ArticleTencent, the foundation for Naspers share price, delivers underwhelming...
Tencent, the world’s largest internet powerhouse, faces a bumpy road to recovery as its Q2 revenue growth falls short of expectations. While online advertising soared due to algorithmic tweaks and...
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