Added to YB: 2024-02-15
Pitch date: 2024-02-13
NPSNY [bullish]
Naspers Limited
+64.12%
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 55.5B
Pitch Price
ZAR 671.45
Price Target
48.50 (-96%)
Dividend
0.20%
EV/EBITDA
13.63
P/E
11.69
EV/Sales
11.44
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)