Professional
Added to YB: 2026-04-02
Pitch date: 2026-03-05
NPSNY [neutral]
Naspers Limited
-0.89%
current return
Author Info
No bio for this author
Company Info
Naspers Limited operates as a consumer internet company in Africa, Asia, Europe, and internationally.
Market Cap
ZAR 37.8B
Pitch Price
ZAR 897.35
Price Target
N/A
Dividend
0.12%
EV/EBITDA
9.51
P/E
7.27
EV/Sales
8.28
Sector
Broadline Retail
Category
value
Peterson Investment Fund Portfolio Holding: Naspers Limited
NPSNY (holding update): Structural arbitrage on premier tech assets, mainly Tencent, at steep NAV discount. Buyback program since 2022 cut float 28%, drove 20%+ NAV/share accretion. 52.3% gain in 2025 from discount compression. Triple flywheel: share count down, discount narrowing, assets compounding. Exit triggers: discount stops narrowing, Tencent deterioration, or rising leverage.
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