06-27-2021, 12:10 PM
[quote pid='27014' dateline='1624812996']
[quote pid='27005' dateline='1624648233']
[quote pid='27004' dateline='1624645128']
Started a position in naspers, anyone looked at them? They own 30% in tencent and trading at 30% discount of just that position.
[/quote]
Never heard of them. Chinese stock?
[/quote]
They are the biggest tikr in south African market. they are a conglomerate. Roughly 20 years ago they invested a few millions in tencent which is worth ~$170B right now. They have a few other investments too but tencent stands out. Naspers itself is trading at $95B valuation. Market is discounting them for not being able to unlock value for shareholders.
[/quote]
Big CAP stock almost $100B and I haven't heard of them. I need to get out more.
[quote pid='27005' dateline='1624648233']
[quote pid='27004' dateline='1624645128']
Started a position in naspers, anyone looked at them? They own 30% in tencent and trading at 30% discount of just that position.
[/quote]
Never heard of them. Chinese stock?
[/quote]
They are the biggest tikr in south African market. they are a conglomerate. Roughly 20 years ago they invested a few millions in tencent which is worth ~$170B right now. They have a few other investments too but tencent stands out. Naspers itself is trading at $95B valuation. Market is discounting them for not being able to unlock value for shareholders.
[/quote]
Big CAP stock almost $100B and I haven't heard of them. I need to get out more.