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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The Naspers ‘rump’ has (finally) found its sizzle
Not too long ago, Naspers’s e-commerce businesses were burning cash. Now they’re almost all profitable, while the Tencent juggernaut soldiers on…
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…
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…
Koos Bekker’s share sales: bricks over tech?
The Naspers chair has sold chunks of his shares to fund his hotel-building spree. But for ordinary investors, now might be the time to…
Meals ’n wheels: Naspers finally cashes in
Naspers/Prosus are making actual profits that have nothing to do with Tencent – at last…
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