Are Consumer Discretionary Stocks Lagging Colruyt (CUYTY) This Year?
Here is how Colruyt SA Unsponsored ADR (CUYTY) and Naspers Ltd. (NPSNY) have performed compared to their sector so far this year.
Here's Why Momentum in Naspers (NPSNY) Should Keep going
Naspers (NPSNY) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move.
Are Consumer Discretionary Stocks Lagging Gray Media Inc. (GTN) This Year?
Here is how Gray Media (GTN) and Naspers Ltd. (NPSNY) have performed compared to their sector so far this year.
Naspers Limited: IPO Prospects Are Regionally Dependent
Naspers trades at a discount due to lack of catalysts, geopolitical risks, and concerns over its major holding, Tencent, amid US-China tensions. Latest results show positive revenue in payments and fintech, but edtech struggles to grow strongly; Prosus portfolio's valuation is impacted by capital market conditions. US IPO market collapse and higher cost of capital limits positive headlines for the VC portfolio, though other destination markets that are similarly important are doing fine, like India.
Naspers' half-year profit nearly doubles on strong e-commerce and Tencent performance
South African technology investor Naspers posted a 90.5% jump in its half-year core headline earnings, driven by accelerated growth and improved profitability of its e-commerce businesses and contribution from China's Tencent.
Naspers: Still A NAV Discount
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: A 'Double Discount' And So Much More
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'.
What Makes Naspers (NPSNY) a Good Fit for 'Trend Investing'
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.
Is Naspers (NPSNY) Stock Outpacing Its Consumer Discretionary Peers This Year?
Here is how Naspers Ltd. (NPSNY) and Carnival (CCL) have performed compared to their sector so far this year.
Naspers (NPSNY) is on the Move, Here's Why the Trend Could be Sustainable
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.
What Makes Naspers (NPSNY) a New Strong Buy Stock
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.
S.Africa's Naspers profit doubles on Tencent, e-commerce performance
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.
