Author Topic: Naspers (NPN) - reaching all time high?  (Read 36371 times)

rjthomas

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Re: Naspers (NPN)
« Reply #45 on: August 22, 2015, 12:12:33 pm »
As you all may know Naspers cracked R2000 in April 2015 and is now back to R1621 (today). For those trying to understand the underlying value of the assets I recommend this detailed analysis: Naspers - The Best Asset Manager in Media and Internet services by Lunga Bhengu.

I'm a South African living in China in 2015, and I can tell you Tencent is not slowing down. There is no direct competition, even from Alibaba, so essentially the company has a monopoly with QQ, Wechat and the mobile gaming services. You must remember Naspers has not sold one share of Tencent since the company listed and maintains a 34.5% ownership.

cheers
Ramon


South African working in China since 2012

Moonraker

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Re: Naspers (NPN)
« Reply #46 on: September 04, 2015, 10:31:23 am »
Alibaba is a barometer of the Chinese consumer (e-commerce). Has declined by 37% this year due to plunging consumer demand.
Tell me why NPN should not similarly be affected.


jaDEB

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Re: Naspers (NPN)
« Reply #47 on: September 04, 2015, 01:29:55 pm »
NPN owns 36 % of Ten Cents. 10c are down 21%. NPN is down 15% from high.
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rjthomas

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Naspers vs Alibaba
« Reply #48 on: September 10, 2015, 01:18:49 am »
Alibaba is a barometer of the Chinese consumer (e-commerce). Has declined by 37% this year due to plunging consumer demand.
Tell me why NPN should not similarly be affected.

These are completely different business models. Alibaba is an online retail platform with B2B (Alibaba.com), B2C (Tmall.com) and C2C (Taobao.com) platforms. Its main income is from foreign trade companies in China, who pay for their listings and associated advertising and keyword optimisation, to get sales for their b2b stores on Alibaba.com while Tencent (Naspers 36% owned) primary income is from online and mobile gaming, content distribution and premium subscriptions, some online and mobile ads on Wechat.

It's my opinion that Tencent will continue to grow even if Alibaba's income drops because they are dependent on different factors.
South African working in China since 2012

jaDEB

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Re: Naspers (NPN)
« Reply #49 on: September 10, 2015, 08:26:22 am »
Also...

Tencent, one of the top Internet companies in China, launched the country’s first private online bank today. Called WeBank after Tencent’s popular messaging app WeChat, the financial institution is the first one in China to be based on the Internet.

Tencent Launches China’s First Private Online Bank
Posted Jan 4, 2015
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Samurai

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Naspers reaching all time high?
« Reply #50 on: October 21, 2015, 04:21:35 pm »
Hi Guys, seems like Naspers is reaching close to its all time high (1 980,00) curretly as I write this at R1 972.36.
read on bloomberg that the chinese markets can expect to go through a growth period, assuming tencent is behind this this spurt :)

jaDEB

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Re: Naspers reaching all time high?
« Reply #51 on: October 21, 2015, 05:39:19 pm »
You are correct, Moneyweb shows R1980. I thought that it broke the R2000 level? a while ago, as far as I can remember it was big news....but my 2c.

I like NPN, everywhere you go everybody is either on Laptop or Phone, whats up, banking and so on, in smoke room, restaurants, strip clubs.

I like 10c and NPN, it seems that they and management knows what they are doing.

U can follow 10c on Yahoo finance Code 0700.HK

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Nivek

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Re: Naspers reaching all time high?
« Reply #52 on: October 22, 2015, 09:10:15 am »
This is a few months old, but interesting reading.

Samurai

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Re: Naspers (NPN) - reaching all time high?
« Reply #53 on: October 22, 2015, 09:56:39 am »
Thanks Nivek, very intresting read.

jaDEB

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Re: Naspers (NPN) - reaching all time high?
« Reply #54 on: October 22, 2015, 10:09:22 am »
Yes, Thanks Nivek.
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jaDEB

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Re: Naspers (NPN) - reaching all time high?
« Reply #55 on: October 23, 2015, 07:36:51 am »
ThIs iS whY I iS keEpinG my NPN  :TU:

Alphabet worth $500 billion after earnings explosions

Alphabet Inc. GOOG, +1.43% GOOGL, +1.39%  Microsoft Corp. MSFT, +1.76%  and Amazon.com Inc. AMZN, +1.46%  spiked after their respective earnings reports Thursday afternoon, and all are headed for some fancy round numbers. Alphabet, which demolished expectations in the final quarter before changing its name from Google, easily topped record highs with a 9% gain in after-hours trading. That gain would make Alphabet one of only two companies on Wall Street worth more than $500 billion -- the other being Apple Inc. AAPL, +1.53% 
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jaDEB

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Re: Naspers (NPN) - reaching all time high?
« Reply #56 on: October 23, 2015, 07:52:57 am »
Amazon.com, Google, and Microsoft all topped profit estimates last quarter, highlighting the widening gulf between companies that deliver computing via server-laden warehouses and a generation of latecomers to the cloud boom. Together, the three companies added more than $90 billion in market cap in after-hours trading following their earnings reports on Thursday.

The trio shares a reliance on technology that comes from powerful machines lashed together in bunkers the size of football fields. These data centers are capable of providing a broad range of services at a low cost—be it Microsoft's personal and business software, Amazon's e-commerce and computing power, or Google's Web search and advertising algorithms. Contrast that with technology firms, such as IBM, Hewlett-Packard, EMC, and Oracle, which are suffering from slowing growth or declines as cloud operators shun traditional hardware, software, and services.

Google, Microsoft, and Amazon get added revenue as they become sellers of computing power to a growing number of other companies on the hunt for low-cost alternatives. Compounding that, the large clouds don't buy as much hardware and software from traditional IT providers and also pull potential customers away by renting them the IT services they'd typically buy from IBM, HP, EMC, Oracle, and others.




"You are seeing the cloud shift everyone was talking about, and Microsoft and Amazon are benefiting from it," said Sid Parakh, a portfolio manager at Becker Capital Management, which has about $3 billion under management. "Oracle, IBM, even VMware are reporting very weak numbers and really no momentum in cloud."

Amazon reported sales on Thursday that beat analysts' estimates. Driving that performance was its Amazon Web Services division, which grew 78 percent from a year ago with sales of $2.09 billion. That helped the company report a profit when analysts had predicted a loss.

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Microsoft, which is moving more users of Office and other corporate productivity tools to versions hosted online through its own server farms, reported profit and sales that also beat estimates. Revenue in a segment called "intelligent cloud" was $5.89 billion, exceeding an estimate of $5.72 billion based on the average of four analyst projections compiled by Bloomberg.

"While many companies are developing commercial cloud offerings, there are really only two driving enterprise cloud platform innovation at massive scale: Amazon and Microsoft," Microsoft Chief Executive Officer Satya Nadella said on a conference call discussing the company's results.




Don't count Google out. Its parent company Alphabet is selling more ads and keeping spending under control, fueling better-than-projected sales and profit last quarter, the company said on Thursday. That enabled it to continue beefing up its cloud division, Google CEO Sundar Pichai said on the earnings call. "We're investing a lot and playing for the long term," he said. "When I look at new customer adoption, we're seeing tremendous momentum."

At IBM, the future doesn't look so bright. Shares dropped to a five-year low after the company cut its profit forecast earlier this week. The company cited a looming global economic slowdown and a strong dollar as factors hurting its overseas business. Another issue, which the company didn't bring up, is that the biggest players in cloud build much of their own equipment and write much of their own code.

EMC, which agreed to merge with fellow legacy hardware company Dell, reported sales and earnings that met analysts’ relatively low expectations amid slowing demand for its storage devices. Hewlett-Packard recently partnered with Taipei's Foxconn Technology Group to produce low-cost servers to be sold to providers like Google and announced this week that it would shut down its own public cloud service by early 2016.

Even Oracle, which is known for the stability of its business in tough times, is running into trouble as sales of its new software and hardware fall while it tries to convert customers to the cloud. Earlier this month, Amazon announced a slew of tools and services designed to make it easier for businesses to move from Oracle's software to Amazon's own cloud.

There's no end in sight for this trend—or at least, that's what one of the early leaders thinks. "It just reflects a secular shift," said Google's Pichai. "Every business in the world is going to run on cloud eventually."
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Samurai

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Re: Naspers (NPN) - reaching all time high?
« Reply #57 on: October 23, 2015, 08:34:43 am »
Thanks JaDeB this was a mouthfull but very intresting analysis.
Also, I see both tencent and Mail.ru is higher this morning ,so perhaps NPN might breach the R2 000.00 benchmark.
« Last Edit: October 23, 2015, 08:44:16 am by Samurai »

jaDEB

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Re: Naspers (NPN) - reaching all time high?
« Reply #58 on: October 23, 2015, 09:09:34 am »
 :-X
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Samurai

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Re: Naspers (NPN) - reaching all time high?
« Reply #59 on: October 23, 2015, 09:32:06 am »
 :TU: Okay NPN just breach the 2000 level  :TU: