Naspers + Prosus: still all up to Tencent (and its AI agent)
An AI victory for Tencent will be a hit for Naspers/Prosus too – far more than what CEO Fabricio Bloisi might deliver…
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Bloisi’s $100m bet
Whether Fabricio Bloisi wins his $100m ‘moonshot’ award largely comes down to the performance of Chinese tech conglomerate Tencent…
Has Prosus finally awakened?
The company’s share price is up 67% in a year, taking its market capitalisation to a record €120bn…
Naspers: share split on the way
Investors pitched up in droves to vote down the company’s pay policy. But a plan to split the shares has received a resounding ‘yes’…
No letting go of Tencent, says Prosus chair Koos Bekker
Investors say the argument for unbundling Tencent is compelling, citing China’s political risk. Prosus chair Koos Bekker sees it entirely differently…
Naspers’s magic moment: Bloisi breaks free of China
Naspers and Prosus’s sprawling business is in the black – even without Chinese investment Tencent…
Just Eat, take two
An R80bn offer for a business that made a R38bn loss last year sounds mad – but this is the world of food delivery,…
Koos Bekker’s share bonanza, and other tidbits
If you didn’t keep your eye on Sens over the festive season, here’s a quick roundup…
Meals ’n wheels: Naspers finally cashes in
Naspers/Prosus are making actual profits that have nothing to do with Tencent – at last…
Inside the Indian food IPO that delivered for Prosus
Bengaluru – India’s Silicon Valley – has been quite the wealth creator for South Africans … especially those who can swing a cricket bat.…
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Mining DG cool on DTIC’s forced mining beneficiation plan
The industrial development strategy has exposed overlapping departmental ambitions, different…
Virtual AGMs: dialling down shareholder democracy
The virtual-only AGM had its heyday during Covid. But it’s…
PPC’s comeback starts to cement itself
PPC’s CEO argues there’s still value in squeezing the business…
Renewables: plugging the localisation gap
Billions are flowing into South Africa’s green economy. But are…
