NASPERS N ADR/ 1/5 NEW

Naspers trades at a discount due to lack of catalysts, geopolitical risks, and concerns over its major holding, Tencent, amid US-China tensions. Latest results show positive revenue in payments and fintech, but edtech struggles to grow strongly; Prosus portfolio's valuation is impacted by capital market conditions. US IPO market collapse and higher cost of capital limits positive headlines for the VC portfolio, though other destination markets that are similarly important are doing fine, like India.» Mehr auf seekingalpha.com

South African technology investor Naspers posted a 90.5% jump in its half-year core headline earnings, driven by accelerated growth and improved profitability of its e-commerce businesses and contribution from China's Tencent.» Mehr auf reuters.com

CAPE TOWN, South Africa--(BUSINESS WIRE)--Naspers Limited (Naspers) (JSE: NPN): The first six months of the financial year have been a successful period for the Group. Our operations delivered topline growth of 24%, with consolidated Ecommerce revenue of US$3.3bn, and we increased Ecommerce adjusted EBIT by five times to US$169m. We recently celebrated the listing of Swiggy, valued at US$11.3bn, and sold US$2bn+ of assets, including a portion of our Swiggy stake and our Trip.com position. Our b.» Mehr auf businesswire.com