nice breakdown of all its investments. Can you share how you found these details as the company doesn't break down their investments in details in any of their quarterly earnings or annual filings
Don't forget that Prosus (AMS: PRX / JSE: PRX / FRA: 1TY / OTCMKTS: PROSY / PROSF) / Naspers (JSE: NPN / FRA: NNWN / NNW0 / OTCMKTS: NAPRF / NPSNY) out of South Africa own a big chunk of Tencent - a bit of a complicated ownership structure & valuation as they have stakes in many other internet related businesses as well...
Prosus (AMS: PRX / JSE: PRX / FRA: 1TY / OTCMKTS: PROSY / PROSF) / Naspers (JSE: NPN / FRA: NNWN / NNW0 / OTCMKTS: NAPRF / NPSNY) out of South Africa own a big chunk of Tencent - a bit of a complicated ownership structure & valuation as they have stakes in many other internet related businesses as well... But I think Tencent is still the crown jewel of their investments...
nice breakdown of all its investments. Can you share how you found these details as the company doesn't break down their investments in details in any of their quarterly earnings or annual filings
A lot of pain staking research and a decent knowledge of the company as a long time shareholder
Very nice I tip my hat to you. I’ve also been a long term shareholder of tencent since 2015.
This was a thorough piece and I linked to your post in my Monday emerging market links collection post: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-march-17-2025
Don't forget that Prosus (AMS: PRX / JSE: PRX / FRA: 1TY / OTCMKTS: PROSY / PROSF) / Naspers (JSE: NPN / FRA: NNWN / NNW0 / OTCMKTS: NAPRF / NPSNY) out of South Africa own a big chunk of Tencent - a bit of a complicated ownership structure & valuation as they have stakes in many other internet related businesses as well...
Facinating company! Thanks for bringing it to my attention
Prosus (AMS: PRX / JSE: PRX / FRA: 1TY / OTCMKTS: PROSY / PROSF) / Naspers (JSE: NPN / FRA: NNWN / NNW0 / OTCMKTS: NAPRF / NPSNY) out of South Africa own a big chunk of Tencent - a bit of a complicated ownership structure & valuation as they have stakes in many other internet related businesses as well... But I think Tencent is still the crown jewel of their investments...