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Author Topic: Naspers  (Read 28510 times)

Traderjay

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Naspers
« on: September 03, 2016, 08:01:57 am »
I exited naspersn on the 29th Aug on the expectation that it would be retracing back from its high.  This doesn't appear to be happening though.  What to do?
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jaDEB

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Re: Naspers
« Reply #1 on: September 03, 2016, 08:40:34 am »
What price did u exit, and NPN is Tencents, u follow it on yahoo finance, code 0700.hk NPN is my best performer and I will be keeping it.

See your graph shows exit price... :wall: ...
« Last Edit: September 03, 2016, 08:55:34 am by jaDEB »
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jaDEB

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czc

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Re: Naspers
« Reply #2 on: September 03, 2016, 11:12:37 am »
Aren't there people that have been waiting for Naspers to drop since R600?
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jaDEB

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Re: Naspers
« Reply #3 on: September 04, 2016, 11:21:54 am »
Yes, some people called it, overbought since R500.
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jaDEB

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Bundu

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Re: Naspers
« Reply #4 on: November 08, 2017, 05:45:23 pm »
if the tencent price is removed from the NPN price, the NPN price is becoming more and more negative

I did a calculation the other day and the tencent price alone should reflect a price for NPN of around R5 100 and NPN is 'only' on R3559 now  ???
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« Last Edit: Tomorrow at 06:13:55 PM by Bundu »

jaDEB

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Re: Naspers
« Reply #5 on: November 10, 2017, 07:43:04 am »
I actually sold some of my NPN and bought Tencent  ::) , will do so again in March 2018 due to Tax thingy
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jaDEB

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trevormuche

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Re: Naspers
« Reply #6 on: November 10, 2017, 03:09:37 pm »
Naspers is grossly undervalued... Forget Tencent, new growth drivers will be Flipkart and Delivery Hero. Share price will go up by 100% over the next 12 months
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Moonraker

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Re: Naspers
« Reply #7 on: November 27, 2017, 01:31:11 pm »
Quote from: trevormuche on November 10, 2017, 03:09:37 pm
Naspers is grossly undervalued... Forget Tencent, new growth drivers will be Flipkart and Delivery Hero. Share price will go up by 100% over the next 12 months

LONDON, Nov 27 (Reuters) - Germany's Delivery Hero reported a 60 percent jump in third-quarter revenue on Monday, showing no let up in pace of growth of takeaway food apps.

For the first nine months of the year, Delivery Hero's revenue was up 64 percent to 384.4 million euros ($458.6 million). Third-quarter revenue totalled 137.9 million euros.

The loss-making company, backed by German tech investor Rocket Internet and South African e-commerce giant Naspers, said it now expected full-year revenues to be at the top end of its guidance range of 530-540 million euros.

It reiterated a goal to break even in terms of adjusted EBITDA (earnings before interest, tax, depreciation and amortisation) in 2018 and make a profit on that basis in 2019.
« Last Edit: November 27, 2017, 01:56:28 pm by Moonraker »
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trevormuche

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Re: Naspers
« Reply #8 on: November 27, 2017, 05:09:41 pm »
Quote from: Moonraker on November 27, 2017, 01:31:11 pm
Quote from: trevormuche on November 10, 2017, 03:09:37 pm
Naspers is grossly undervalued... Forget Tencent, new growth drivers will be Flipkart and Delivery Hero. Share price will go up by 100% over the next 12 months

LONDON, Nov 27 (Reuters) - Germany's Delivery Hero reported a 60 percent jump in third-quarter revenue on Monday, showing no let up in pace of growth of takeaway food apps.

For the first nine months of the year, Delivery Hero's revenue was up 64 percent to 384.4 million euros ($458.6 million). Third-quarter revenue totalled 137.9 million euros.

The loss-making company, backed by German tech investor Rocket Internet and South African e-commerce giant Naspers, said it now expected full-year revenues to be at the top end of its guidance range of 530-540 million euros.

It reiterated a goal to break even in terms of adjusted EBITDA (earnings before interest, tax, depreciation and amortisation) in 2018 and make a profit on that basis in 2019.

Good solid results. Picked up some shares in Delivery Hero after the IPO at EUR27. Solid returns so far. Will add some more for the long run. More growth opportunities and synergies in Latin America especially in Brazil where they can acquire and consolidate food delivery platforms owned by Naspers. The UK based JustEat to be promoted into the FTSE 100
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Moonraker

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Re: Naspers
« Reply #9 on: November 28, 2017, 02:28:26 pm »
Oh shit !

Multichoice scandal is posing painful questions about a corrupt nexus - Naspers must answer them

MultiChoice paid the Guptas millions

Quote
Following the transfer of powers, Muthambi controversially pushed through a decision in favour of unencrypted set-top boxes, which benefitted MultiChoice.
Muthambi's decision flouted her own party's policy on the issue. The ANC supported encryption – required for pay-TV – to promote competition in the sector.
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Moonraker

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Re: Naspers
« Reply #10 on: December 02, 2017, 06:34:24 pm »
"Snap shares, which have fallen 20% since its March IPO, closed feactionally higher Wednesday. And assuming Spiegel’s redesign bets pay off, SNAP stock is poised to be a turnaround candidate in 2018."
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Bundu

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Re: Naspers
« Reply #11 on: December 02, 2017, 07:05:02 pm »
I've taken a good beating with NPN and SNH in November, but am hopeful that they will both have a good December..... they better ;)
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« Last Edit: Tomorrow at 06:13:55 PM by Bundu »

Moonraker

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Re: Naspers
« Reply #12 on: December 03, 2017, 04:58:12 pm »
Quote from: Bundu on December 02, 2017, 07:05:02 pm
I'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.  :))
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Bundu

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Re: Naspers
« Reply #13 on: December 03, 2017, 05:08:54 pm »
Quote from: Moonraker on December 03, 2017, 04:58:12 pm
Quote from: Bundu on December 02, 2017, 07:05:02 pm
I'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.  :))
flippen hoop so  :))
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« Last Edit: Tomorrow at 06:13:55 PM by Bundu »

Moonraker

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Re: Naspers
« Reply #14 on: December 03, 2017, 05:17:43 pm »
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.  :-X
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