Myriad International Holdings WKN: A2PRDK ISIN: NL0013654783 Kürzel: PRX Forum: Aktien Thema: Hauptdiskussion

https://www.reuters.com/article/us-prosus-investment-food/aiming-for-just-eat-prosus-says-will-double-down-on-food-bets-idUSKBN1XU0SC

https://www.moneyweb.co.za/news/markets/jse-invites-comment-on-capping-naspers-and-prosus-together/

https://techcentral.co.za/big-profit-miss-at-tencent-sends-naspers-prosus-tumbling/94030/

👌👍

https://sg.news.yahoo.com/tencent-misses-estimates-13-per-095652371.html

Haltet euch fest

https://www.businesslive.co.za/bd/companies/2019-11-05-jse-asks-public-for-comment-on-joint-capping-of-naspers-and-prosus/

https://techcrunch.com/2019/10/30/india-elasticrun-prosus-ventures

https://www.dailymaverick.co.za/article/2019-10-29-prosus-launches-charm-offensive-for-just-eat/

https://www.thisismoney.co.uk/money/markets/article-7621777/Just-Eat-takeover-battle-hots-rival-suitors-clash-swords.html?mrn_rm=rta

https://t3n.de/news/florian-heinemann-project-a-1212185/

https://www.google.com/amp/s/www.cio.de/a/amp/naspers-tochter-will-essenslieferdienst-just-eat-uebernehmen,3608171 Normale Reaktion

Phew

Oakmark global select funds: We also purchased shares in Prosus (OTCPK:PROSY), a Dutch holding company that was carved out of Naspers (OTCPK:NPSNY) during the third quarter (though Naspers retains a 74% stake in the company). Prosus owns stakes in multiple leading internet businesses, such as Tencent (OTCPK:TCEHY) (leading social network in China), Delivery Hero (DHERO) (one of the leading food delivery companies), Mail.ru (OTC:MLRUY) (largest social network in Russia) and Ctrip (NASDAQ:CTRP) (largest OTA in China). In addition, the company has a valuable online classifieds business, called OLX, and controls stakes in several other private companies. We are attracted to Prosus due to its valuable internet holdings, management's strong capital allocation track record and its attractive valuation.