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Although the share price has surged 90% since the start of the year, Naspers has never been so cheap in terms of its discount to net asset value (NAV). Its listed holdings add up to over R5,400 per share, which means the share price is trading at a massive 32% discount to NAV..............
Should we be worried? IMHO probably not.
The Way of Gupta? Pressure mounts for Naspers as MultiChoice faces fires on multiple frontsQuote..the Chinese Securities Regulatory Commission has also been asked to launch an inquiry into Naspers. Comparisons between Naspers and the Gupta-owned company Oakbay, meanwhile, are inevitable.
I'm not really too worried about NPN, although I'm a bit disgusted at the accusations - NPN is tencent and interestingly enough, has actually dropped less than tencent in the past week, so it does not look like investors are too concerned about the skelmstreke, BUT, with the SNH catastrophe, people might start worrying - I see AVV dropped quite a bit today, and they also seem like a boere mafia bunchI am also not worried about NPN at all. CW's reputation is shot to pieces. Wherever he has his fingers in the pie there is bad stuff happening SNH, BAT, even Stellar Capital ..
It is an unmitigated disaster and has wiped some 220T off my portfolio balance - thankfully I am well diversified.
I like NPN, but not Bekker (pompous, haughty, just lucky that's all).
US law firm investigates Naspers Threatens class action lawsuit if fraud or unlawful behaviour is discovered.
Joining the class action if it comes about Bundu?
Sanlam Private Wealth Stock Picks for 2018
Bundu, SNH is there. Why is anybody's guess.
If Cyril wins SA Inc. stocks will be on the up and Rand hedges will be sold off, temporarily, as most of them incl. NPN are stocks you would want in your portfolio no matter who wins.
If DZ wins Rand hedges should shoot the lights out.
flippen hoop soI've taken a good beating with NPN and SNH in November, but am hopeful that they will both have a good December..... they better
Alles sal regkom, en ons gaan einde Desember grande lyk man.
