Clik here to view.
Our US and SA portfolios – one up 32%, other is flat. No prizes for guessing.
We manage two “bundles” on the EasyEquities platform, offering the Biznews community a low cost, small ticket entry into tightly focused portfolios of US and South African shares. This is a Biznews...
View ArticleClik here to view.
Naspers plunges as Tencent surprises with first profit drop in a decade
JOHANNESBURG — Metaphorically speaking, it was blood on the trading floors of the JSE on Wednesday as a plunge in Naspers’ share price as well as concerns over South Africa’s mining sector and the...
View ArticleClik here to view.
Tencent rout stokes broader contagion fears; $175bn wiped out this year – The...
Tencent selloff sparks fears of broader contagion for tech stocks around the world. This is a Biznews Premium article. Please login or sign up for a free 1-month trial.
View ArticleClik here to view.
How Allan Gray values stocks and why it likes Naspers, Glencore, Implats
In this interview, Allan Gray's chief investment officer, Andrew Lapping, explains how his firm has used value investing to identify Naspers, Glencore and Impala Platinum as hot stocks. This article...
View ArticleClik here to view.
From the Editor’s Desk: Are Naspers’ top execs being paid way too much?
Executive remuneration is always a sensitive topic. This week, Alec Hogg and Felicity Duncan discuss the recently released Naspers remuneration report and ask whether Naspers' top bosses are being...
View ArticleClik here to view.
Narrowing the Tencent value gap: Naspers targets reducing exposure on JSE
JOHANNESBURG — The market liked Friday’s news coming out of the Naspers’ AGM about the company seeking to reduce its exposure on the JSE. On Monday morning, Naspers’ share was already up over 1.3%. The...
View ArticleClik here to view.
Here’s why it’s NOT game over for Tencent. MUST READ!
EDINBURGH — Tencent is a Chinese company underpinning the success of Johannesburg-listed Naspers – a sizeable public company. That, in turn, means Tencent is providing returns for investors in pension...
View ArticleClik here to view.
World’s biggest tech loser right now is not Facebook, but, wait for it: Tencent
JOHANNESBURG — Among US stocks, Facebook might have lost an eye-opening $136bn in recent trading sessions, but Tencent’s losses may have Naspers’ shareholders sweating a bit at the moment amid the...
View ArticleClik here to view.
Food, glorious food: Tencent’s king dish in battle to scale up – FT
Not a single industry has been unscathed by the internet revolution. This is underscored in China, where millions of small food vendors are finding themselves under pressure as global titans Tencent...
View ArticleClik here to view.
Our US and SA portfolios – one up 32%, other is flat. No prizes for guessing.
We manage two “bundles” on the EasyEquities platform, offering the Biznews community a low cost, small ticket entry into tightly focused portfolios of US and South African shares. This article is...
View ArticleClik here to view.
Naspers plunges as Tencent surprises with first profit drop in a decade
JOHANNESBURG — Metaphorically speaking, it was blood on the trading floors of the JSE on Wednesday as a plunge in Naspers’ share price as well as concerns over South Africa’s mining sector and the...
View ArticleClik here to view.
Tencent rout stokes broader contagion fears; $175bn wiped out this year – The...
Tencent selloff sparks fears of broader contagion for tech stocks around the world. This article is exclusive to Biznews Premium. Members please login here. Not yet subscribed? Taste before you eat by...
View ArticleClik here to view.
How Allan Gray values stocks and why it likes Naspers, Glencore, Implats
In this interview, Allan Gray's chief investment officer, Andrew Lapping, explains how his firm has used value investing to identify Naspers, Glencore and Impala Platinum as hot stocks. This article...
View ArticleClik here to view.
Narrowing the Tencent value gap: Naspers targets reducing exposure on JSE
JOHANNESBURG — The market liked Friday’s news coming out of the Naspers’ AGM about the company seeking to reduce its exposure on the JSE. On Monday morning, Naspers’ share was already up over 1.3%. The...
View ArticleClik here to view.
Here’s why it’s NOT game over for Tencent. MUST READ!
EDINBURGH — Tencent is a Chinese company underpinning the success of Johannesburg-listed Naspers – a sizeable public company. That, in turn, means Tencent is providing returns for investors in pension...
View ArticleClik here to view.
Naspers to separately list and unbundle MultiChoice
By John Bowker (Bloomberg) — Naspers Ltd. is planning a separate listing of pay-TV unit Multichoice on Johannesburg’s stock exchange as Africa’s biggest company seeks to focus on internet businesses...
View ArticleClik here to view.
Patel: ‘MultiChoice is set to become a Top 40 JSE-listed company’
In this teleconference call, Naspers CEO Bob van Dijk along with MultiChoice CEO Imtiaz Patel, explain the rationale for the unbundling. This article is exclusive to Biznews Premium. Members please...
View ArticleNaspers’ Tencent has transformed into a very poor investment
EDINBURGH — Tencent, the company underpinning South African JSE behemoth Naspers, has been labelled the world’s most disappointing stock. Tencent, a tech giant that has grown out of its enormous...
View ArticleClik here to view.
Falling giant: Tencent breaks records for all the wrong reasons
JOHANNESBURG — Most investors in South Africa have their portfolios – in one way or another – tethered to the fate of Naspers. Therefore, they should be concerned when reading this piece about Tencent...
View ArticleClik here to view.
Tencent stumbles, drags down Naspers – The Wall Street Journal
Naspers has been having a rough ride over the last few weeks and there’s one likely culprit to blame: Tencent, which has seen its share price slump lately. This article is exclusive to Biznews...
View Article