Naspers Ltd

Naspers Ltd. operates as an Internet and media group. It operates through the following segments: ECommerce, Social and Internet Platforms, Media, and Corporate. The ECommerce segment refers to internet platforms to provide various services and products. The Social and Internet Platforms segment holds listed investments in social and internet platforms through Tencent, and Mail.ru. The Media segment consists of the Media24 in Africa, which publishes newspapers, magazines and books. The Corporate segment comprises entities providing various corporate functions and activities. The company was founded on May 12, 1915, and is headquartered in Cape Town, South Africa.

Naspers and Prosus both still trade at a NAV discount even when ignoring the VC portfolio which may not be optimally positioned for the AI boom. At the group level, the Tencent stake which backs the NAV discount is being sold at a trickle to buy back the NAV discount which creates shareholder value. The issue is that a possible Trump victory could impact Chinese markets negatively, or at least increase risks, and we have other clearer shots elsewhere in our coverage.

Naspers: Still A NAV Discount

Naspers has a promising new CEO in place. A shifting interest rate regime opens up new value-unlocking opportunities. Investors get safety margin from the ‘double discount'.

Naspers: A 'Double Discount' And So Much More

CAPE TOWN, South Africa--(BUSINESS WIRE)--Naspers Limited (Naspers) (JSE: NPN): Naspers Limited (Incorporated in the Republic of South Africa) (Registration number 1925/001431/06) JSE share code: NPN ISIN: ZAE000325783 (Naspers) A letter from Fabricio Bloisi, chief executive, Naspers, on his first 100 days can be found on the company's website, www.naspers.com/news-insights/group-updates/2024/ceo-letter-100-days-update The information included in the letter has not been reviewed or reported on.

Voluntary Announcement: Letter From Fabricio Bloisi, Chief Executive, Naspers, on His First 100 Days

Naspers (NPSNY) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.

What Makes Naspers (NPSNY) a Good Fit for 'Trend Investing'

Here is how Naspers Ltd. (NPSNY) and Carnival (CCL) have performed compared to their sector so far this year.

Is Naspers (NPSNY) Stock Outpacing Its Consumer Discretionary Peers This Year?

If you are looking for stocks that are well positioned to maintain their recent uptrend, Naspers (NPSNY) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.

Naspers (NPSNY) is on the Move, Here's Why the Trend Could be Sustainable

Naspers (NPSNY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

What Makes Naspers (NPSNY) a New Strong Buy Stock

CAPE TOWN, South Africa--(BUSINESS WIRE)--Naspers Limited (Naspers) (JSE: NPN, LSE: NPSN) The 110th annual general meeting (AGM) of the shareholders of Naspers was held through electronic communication yesterday. Shareholders are advised that all resolutions set out in the notice of the AGM were passed by the requisite majority of shareholders represented at the AGM. The following information is provided in compliance with the JSE Limited's Listings Requirements: Total issued number of N ordina.

Naspers Limited: Results of Annual General Meeting

CAPE TOWN, South Africa--(BUSINESS WIRE)--Naspers Limited (Naspers) (JSE: NPN): The Naspers and Prosus boards announce that after 29 years of exemplary leadership and service, Basil Sgourdos will retire from his position as Group Chief Financial Officer and financial director of both companies effective 30 November 2024. Basil has had a broad and varied career at Naspers and Prosus having joined the Company in 1994, initially as the finance manager of the South African operations division in Mu.

Naspers: Executive Leadership and Board Change

Tencent Holdings Limited

South Africa's Naspers said on Monday its full-year earnings more than doubled, buoyed by improved performance of its e-commerce businesses and contribution from China's Tencent , which accounts for the bulk of earnings and revenues.

S.Africa's Naspers profit doubles on Tencent, e-commerce performance

CAPE TOWN, South Africa--(BUSINESS WIRE)--Naspers Limited (Naspers) (JSE: NPN): It has been a standout year for the Group. Naspers simplified its Group structure, delivered improvements across all core performance metrics and achieved Ecommerce profitability six months ahead of target. Operating businesses have performed well, accelerating profitable growth, while the open-ended buyback programme continues to deliver value for our shareholders every day. The rapid deployment of AI-led technolog.

Naspers Delivers US$836m Free Cash Flow Improvement, 18% Revenue Growth and Ecommerce Profitability

e.l.f. Beauty

Snap

Last week, our time-tested methodologies served investors well in navigating the market. Check out some of our achievements from the past three months.

Take the Zacks Approach to Beat the Markets: Snap, Naspers, e.l.f. Beauty in Focus

CAPE TOWN, South Africa--(BUSINESS WIRE)--Naspers Limited (Naspers) (JSE: NPN): Shareholders are advised that the Naspers group (“the Group”) is finalising its financial statements for the year ended 31 March 2024. During the year our ecommerce businesses delivered peer leading growth and accelerated profitability. We are on track to fulfil our promises of consolidated ecommerce profitability and cash flow generation. These factors, combined with improved profitability from our investments, and.

Naspers Limited: Trading statement

Naspers' performance is determined by Prosus whose performance is determined by Tencent. Tencent has recovered from intense negative sentiment in 2023 and early 2024, revaluing Naspers nicely. Naspers and the ZAR have come down on account of the ANC losing its majority in South Africa. They may have to let more extreme parties into a coalition.

Naspers: Substantial Revaluation Of Tencent, Not Worried About South Africa

Naspers (NPSNY) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.

Recent Price Trend in Naspers (NPSNY) is Your Friend, Here's Why

Prosus NV

Dutch technology investor Prosus and its South African parent group Naspers on Friday named the head of their iFood business, Fabricio Bloisi, as their new CEO, replacing long-time boss Bob van Dijk who stepped down last September.

Who is new Prosus and Naspers CEO Fabricio Bloisi?

Dutch technology investor Prosus and its South African parent group Naspers on Friday named Fabricio Bloisi as the new chief executive, replacing long-time boss Bob van Dijk who stepped down last September.

Prosus, parent group Naspers name Fabricio Bloisi as new CEO

AMSTERDAM--(BUSINESS WIRE)--Prosus N.V. (AEX: PRX) today announced that the Boards of Prosus and Naspers (JSE:NPN) have unanimously approved the appointment of Fabricio Bloisi as Chief Executive Officer (CEO), Prosus and Naspers Group (“the Group”). The appointment is effective as of 1 July 2024. Fabricio Bloisi assumes the role of Group CEO from his role as CEO, iFood. Fabricio acquired iFood in 2013 when it was a 20-person start-up. He has since grown it rapidly and profitably to become Brazi.

Fabricio Bloisi Appointed CEO, Prosus and Naspers

Naspers (NPSNY) Is a Great Choice for 'Trend' Investors, Here's Why

Aehr Test Systems

Ubiquiti Inc

Xinyi Solar Holdings Ltd

Tech has been by far the fastest-growing industry in the last two decades, with tech stocks driving a lot of the hype and enthusiasm in the stock market. For years now, tech has been the primary engine behind the broader market's gains.

7 Unknown Tech Stocks That Could Quintuple Your Money in 2024

Applied Materials

Uber

NPSNY, UBER and AMAT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on April 16, 2024.

Best Momentum Stock to Buy for April 16th

With a substantial holding in Tencent Holdings and other publicly listed, mark-to-market non-operating assets, Naspers Limited consolidated and non-consolidated growth holdings are negatively valued. While some are closer to a venture profile, most are clearly inflecting into profitability. Poor funding conditions could not even justify a $0 value in this case, let alone negative. Taking a conservative sum-of-the-parts approach to the non-public portfolio, the Naspers upside opportunity is almost 40% based on the NAV discount.

Naspers: Prosus Not Fully Recognised, Venture Assets Negatively Valued

Naspers and Prosus released their usual deluge of media and analyst releases, reports and presentations, highlighting improved KPIs. However, while improvements are real, overall profitability of the ex-Tencent portfolio will be achieved also thanks to some adjustments and disposals. Overall, the NAV discount is unlikely to shrink unless management delivers real and predictable growth.

Naspers And Prosus: Still Questionable Profitability Of Ex-Tencent Portfolio

CAPE TOWN, South Africa--(BUSINESS WIRE)--Naspers Limited (Naspers) (JSE: NPN): Naspers is successfully delivering on its commitments. The fundamentals of its operating businesses are improving, driving profitable growth. The ongoing open-ended buyback continues to compound value over time and the removal of the cross-holding agreement has greatly simplified the Group's structure. Lastly, with its strong balance sheet and through active portfolio management, the Group is well positioned to gene.

Naspers Accelerates Profitability Target and Delivers on Objectives

Given the ongoing buybacks at all levels of the triad, we should expect Naspers to outperform Prosus and Tencent to underperform both. Yet this is not happening. In this article, I will investigate the underlying dynamics and propose a solution for the enigma.

News for Naspers Ltd Stock (NPSNY)