Activism and acquisitions on the JSE
- South Africa
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Adapt IT, Alexander Forbes, Bell Equipment, Imperial, Independent Expert, Mpact, Naspers, Prosus, Sanlam, Shareholder activism, Stadio, Takeover Law
- June 19, 2021
It’s been a busy few weeks in my new role as Managing Editor of InceConnect, a daily mailer that gives me the opportunity to unpack the biggest stories on the JSE. Occasionally, I get to add in some international news as well, depending how busy the JSE news flow was. Although I always tried to keep an eye on local …
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Activism and acquisitions on the JSE
It’s been a busy few weeks in my new role as Managing Editor of InceConnect, a daily mailer that gives me the opportunity to unpack the biggest stories on the JSE. Occasionally, I get to add in some international news as well, depending how busy the JSE news flow was. Although I always tried to keep an eye on local …
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Singles Day breathes life into Chinese investment sentiment
Alibaba founder Jack Ma has had an awful November. The listing of Ant Group, a payments company incubated within Alibaba, was pulled by Chinese regulators (read more here) in response to ongoing criticism by Ma of the state of regulation in China. In the fallout over the Ant Group listing, Alibaba itself took a knock to the share price as …
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Nintendo eats its Super Mario Mushrooms
I love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
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Nintendo eats its Super Mario Mushrooms
I love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
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Naspers: Mind the gap
- Global, South Africa
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Bob van Dijk, Discount to NAV, Euronext Amsterdam, Hong Kong Stock Exchange, JSE, Koos Bekker, Naspers, Prosus, Tencent
- September 17, 2020
Do you have a pension? Do you have South African unit trusts? It’s more likely than not that you are a Naspers shareholder, albeit indirectly. Naspers made the news this week again, this time for an investment in Food Supply Network for an undisclosed sum. The company operates an independent business-to-business marketplace that improves the process of food delivery and …
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