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Author Topic: Naspers (NPN) - reaching all time high?  (Read 129510 times)

Moonraker

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Re: Naspers (NPN)
« Reply #15 on: November 26, 2013, 09:19:31 am »
Naspers Full-Year Earnings to Be Hurt by Higher Spending

Due to development spend.
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Aragorn

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Re: Naspers (NPN)
« Reply #16 on: December 06, 2013, 09:30:09 am »
 :TU:
Broke the R1000.00 barrier today!!!!
Where to now?
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Orca

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Re: Naspers (NPN)
« Reply #17 on: December 06, 2013, 11:09:57 am »
Back down pal. Left a gap that has to be filled. Three days ago she went down to fill that other gap.
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Orca

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Re: Naspers (NPN)
« Reply #18 on: December 06, 2013, 06:09:42 pm »
Geez. That was a quick fill today and then back up again.
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Moneypenny

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Re: Naspers (NPN)
« Reply #19 on: January 15, 2014, 09:17:31 am »
Naspers historically:

1 Jan 2012  35350
1 Jan 2013  54720
1 Jan 2014 110987

Today 112650
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Moneypenny

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Re: Naspers (NPN)
« Reply #20 on: February 19, 2014, 11:51:06 am »
All time high as at 17/2/14 : 1275
Yesterday: 1292
Today’s high: 1304

Latest news courtesy Bloomberg today @10:33

Tencent Holdings Ltd. (700) bought a 20 percent stake in the owner of China’s Dianping.com, a Yelp-like website, as Asia’s largest Internet company boosts location-based services.

Huai River Investment Ltd., a wholly owned unit of Tencent, will buy new shares in Dianping Holdings Ltd., according to a Hong Kong exchange filing today. Tencent may invest as much as $500 million in Dianping, Sina.com reported Feb. 17 without saying where it got the information.

The acquisition will let Tencent tap into Dianping’s nearly 100 million monthly active users who access the website’s reviews and discounts for food and entertainment. Shenzhen, China-based Tencent is competing with Alibaba Group Holding Ltd. to offer location-based shopping and entertainment services in a market where more than 500 million users accessed the Internet from mobile phones last year.

Dianping.com is China’s largest website for location-based food and entertainment services similar to those of Yelp Inc. (YELP) and Groupon Inc. (GRPN)

The company, backed by Sequoia Capital Operations LLC and Lightspeed Venture Partners, was founded in 2003 in Shanghai and offers local business-search services that include consumer-generated reviews.
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Moonraker

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Re: Naspers (NPN)
« Reply #21 on: April 03, 2014, 02:11:55 pm »
ADI vs. NPN YTD

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jaDEB

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Re: Naspers (NPN)
« Reply #22 on: April 03, 2014, 02:35:58 pm »
 >:(
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jaDEB

If it scares you, it's a sign you need to do it

Aragorn

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Re: Naspers (NPN)
« Reply #23 on: April 04, 2014, 01:45:51 pm »
NPN's volatility over the past 3 months has been scary. Looking back over historical charts, it's never been this volitile. Look at all the gaps created over the past 3 months... In the comp (my only share is NPN), I have been in the top 20 one day, then in the bottom 20 the next (currently sitting @ position 244/264, but bought some more today as well.... :whistle:). I also hold a position in my real LT portfolio (c 11%), and fortunatly still well in the green as I bought mid last year. But I'm starting to get the feeling that the price will soon drop below the R1000 mark. What I find weird is that it tends to track the Tencent movement continually, but Tencent is only 30% of NPN's holdings. Is there no faith in the balance of the holdings?
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Moonraker

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Re: Naspers (NPN)
« Reply #24 on: April 04, 2014, 02:24:23 pm »
Quote from: Aragorn on April 04, 2014, 01:45:51 pm
NPN's volatility over the past 3 months has been scary. Looking back over historical charts, it's never been this volitile. Look at all the gaps created over the past 3 months... In the comp (my only share is NPN), I have been in the top 20 one day, then in the bottom 20 the next (currently sitting @ position 244/264, but bought some more today as well.... :whistle:). I also hold a position in my real LT portfolio (c 11%), and fortunatly still well in the green as I bought mid last year. But I'm starting to get the feeling that the price will soon drop below the R1000 mark. What I find weird is that it tends to track the Tencent movement continually, but Tencent is only 30% of NPN's holdings. Is there no faith in the balance of the holdings?
Simply overvalued, hence profit taking.
Quote
The value of the Tencent and Mail.ru stakes now equal the market capitalisation of Naspers itself and, for the interims, they contributed 97.3% to core headline earnings. Although this is more of a passing IFRS quirk than a realistic reflection of Naspers’ other interests, it does imply that, if you are happy with the current market valuations of Tencent and Mail.ru, Naspers is a Buy.
.. and competition by the likes of Alibaba... Tencent Sinks Amid Biggest Stock Swings Since 2011
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jaDEB

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Re: Naspers (NPN)
« Reply #25 on: August 11, 2014, 05:36:23 pm »
NPN has a PE of 90. Anybody knows why so high ?
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jaDEB

If it scares you, it's a sign you need to do it

Moneypenny

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Re: Naspers (NPN)
« Reply #26 on: August 13, 2014, 10:42:05 am »
As Moon said:


‘NPN downgraded to ‘BB’ (from BBB) & to 'B' (from F3) reflecting deterioration in group’s profitability mainly due to its high development spending.’

‘Visibly the future cash flow generation is limited.’

‘Outlook stable’

Debt cut to ‘junk’ status.

www.fitchratings.com/creditdesk/reports_frame.cfm?rpt_id=749393



Currently trading 140799
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Moneypenny

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Re: Naspers (NPN)
« Reply #27 on: August 13, 2014, 11:31:21 am »
Trading @ 146034 (+3.00%). Why the sudden interest around 11:00?

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jaDEB

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Re: Naspers (NPN)
« Reply #28 on: August 13, 2014, 11:33:04 am »
Quote from: Moneypenny on August 13, 2014, 11:31:21 am
Trading @ 146034 (+3.00%). Why the sudden interest around 11:00?

Duhh ..... cause we are talking about it ...... Fund managers read our posts.....  :laugh:
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jaDEB

If it scares you, it's a sign you need to do it

Moneypenny

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Re: Naspers (NPN)
« Reply #29 on: August 13, 2014, 11:38:04 am »
Touché ;D  what should we talk about next?
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