Added to YB: 2024-02-15
Pitch date: 2024-02-13
NPSNY [bullish]
Naspers Limited
+34.78%
current return
Author Info
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Company Info
Naspers Limited operates as a consumer internet company in Africa, Asia, Europe, and internationally.
Market Cap
ZAR 44.6B
Pitch Price
ZAR 671.45
Price Target
48.50 (-95%)
Dividend
0.11%
EV/EBITDA
10.51
P/E
8.50
EV/Sales
9.15
Sector
Broadline Retail
Category
value
Show full summary:
Naspers: Prosus Not Fully Recognised, Venture Assets Negatively Valued
$NPSNY Naspers' mkt cap < Tencent stake value alone. Prosus & venture portfolio (classifieds, fintech, food delivery, edtech, etail) at -ve EV despite profitability & growth. 40%+ upside on sum of parts w/ Tencent & Prosus at discount. Buybacks accretive. China risk but Tencent resilient cash generator.
Read full article (9 min)