Prosus: not just Tencent in a trench coat
Shares in Prosus and Naspers bounced 5% on Monday, thanks to rising profits in its non-Tencent businesses…
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Takealot tops $1bn in revenue in ‘landmark year’ for Naspers
Broadly, the group’s profitability has jumped 84%, while free cash flow is up $2bn in three years.…
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…
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…
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A discussion between Rob Rose, and Reginald Labuschagne, head of…
Point break for the gold price
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Lewis’s market-beating success is powered as much by credit as…
FDI stands for FOREIGN direct investment
South Africa needs to be careful that it doesn't repel…
