Author Topic: Naspers (NPN) - reaching all time high?  (Read 25221 times)

TheKwok

  • I've just arrived
  • *
  • Posts: 26
  • Karma: +0/-0
    • View Profile
Naspers (NPN) - reaching all time high?
« on: June 14, 2013, 04:06:44 pm »
This one looks overcooked even with the recent Trading Update

https://sites.google.com/site/sasharingshares/

Orca

  • Hero Member
  • *****
  • Posts: 2010
  • Karma: +47/-3
    • View Profile
Re: Naspers (NPN)
« Reply #1 on: June 14, 2013, 06:29:42 pm »
She is over valued or Fully Valued but might keep going up as today she was voted as one of the top 5 SA stocks.
I started here with nothing and still have most of it left.

peanut

  • I've just arrived
  • *
  • Posts: 5
  • Karma: +0/-1
    • View Profile
Re: Naspers (NPN)
« Reply #2 on: June 18, 2013, 11:43:22 am »
http://markets.ft.com/Research/Markets/Tearsheets/Forecasts?s=NPN:JNB
Quote
As of Jun 17, 2013, the consensus forecast amongst 14 polled investment analysts covering Naspers Limited advises that the company will outperform the market. This has been the consensus forecast since the sentiment of investment analysts deteriorated on Oct 21, 2011. The previous consensus forecast advised investors to purchase equity in Naspers Limited.

Latest recommendation
Buy   6
Outperform   5
Hold   2
Underperform   1
Sell   0
No opinion   0

Moneypenny

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 1542
  • Karma: +31/-0
    • View Profile
Re: Naspers (NPN)
« Reply #3 on: July 15, 2013, 10:26:33 am »
JSE-listed media and internet firm Naspers has announced a bond offering priced at US$750 million, with the proceeds to be used to pay for future acquisitions, among other things.

http://businesstech.co.za/news/general/41913/naspers-raising-750m-for-acquisitions/
Veni, vidi, vici

Moneypenny

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 1542
  • Karma: +31/-0
    • View Profile
Re: Naspers (NPN)
« Reply #4 on: July 30, 2013, 09:55:12 am »
Man, I like this one a lot. :-*

July 30 (Reuters) – Naspers Ltd <NPNJn.J>:

Morgan Stanley raises price target to 870 rand from 763 rand; rating overweight
Veni, vidi, vici

Moonraker

  • Hero Member
  • *****
  • Posts: 1003
  • Karma: +24/-0
    • View Profile
Re: Naspers (NPN)
« Reply #5 on: August 03, 2013, 02:35:48 pm »
Man, I like this one a lot. :-*

July 30 (Reuters) – Naspers Ltd <NPNJn.J>:

Morgan Stanley raises price target to 870 rand from 763 rand; rating overweight

He..he..he. That's my signal not to buy.  ;)

Over exuberance, PE ± 47, earnings definitely not keeping up with the share price. See the SOL comparison below. Also got lucky due to weakening Rand. Waiting for PE @ 30/35

Quote
Element Investment Managers points out that Sasol’s current earnings, underpinning its R30bn market cap, are approximately R28bn compared with Naspers’s earnings of below R7bn. Even using the “core” earnings figure of R9.2bn presented by Naspers’s management instead of the International Financial Reporting Standards figures, the comparatively low level of earnings underpin remains stark.

“Whichever of the earnings figures we use for Naspers, Sasol is still earning three times more, yet investors are pricing Naspers today as worth more than Sasol,” Element Investment Managers said, adding that Naspers was a good quality company and had been innovative in many spheres. “But the margin of safety does not appear to be there to warrant an investment at this point.

Naspers’s trajectory propels it to top 10

Also Bekker's 'remuneration' scheme is definitely way over generous ( over 5 yrs. would make W. Basson think that he is on social grants).
Quote
At a current price of R795, the 11.7 million shares that Bekker was awarded as remuneration for the five years to the end of March are worth R9.3bn. The cost to Bekker of the shares is just over R2bn.

This puts the value of his remuneration package significantly ahead of any other executive on the JSE, including executives of companies that have their primary listing on an international bourse.

Salary-less Bekker..

Moneypenny

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 1542
  • Karma: +31/-0
    • View Profile
Re: Naspers (NPN)
« Reply #6 on: August 06, 2013, 07:50:35 am »
This puts the value of his remuneration package significantly ahead of any other executive on the JSE

You pay peanuts, you get monkeys. ;)
Veni, vidi, vici

Moonraker

  • Hero Member
  • *****
  • Posts: 1003
  • Karma: +24/-0
    • View Profile
Re: Naspers (NPN)
« Reply #7 on: August 14, 2013, 02:38:28 pm »
The reason for NPN's drop today ..
Tencent misses estimates

If you consider buying for the long term like me, take into account :-

Quote
“E-commerce is growing at a rapid rate, it’s a low margin business,” Billy Leung, an analyst at RHB Research Institute Sdn. in Hong Kong, said by phone before the earnings. “If there’s any down tick in the e-commerce margins, that could drive down the bottom line. E-commerce is a double-edged sword.”
  :-X

Moneypenny

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 1542
  • Karma: +31/-0
    • View Profile
Re: Naspers (NPN)
« Reply #8 on: August 15, 2013, 07:58:42 am »
I'm not too concerned, NAS diversified with e-commerce, pay-tv, related tech and print media.  Tencent & Mail.ru represent minority investments in social media platform, no biggie.
Veni, vidi, vici

Moneypenny

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 1542
  • Karma: +31/-0
    • View Profile
Re: Naspers (NPN)
« Reply #9 on: September 10, 2013, 12:22:22 pm »
An hour ago Naspers hit R901.99 per share, must be an all time high, not too shabby.
Veni, vidi, vici

Moneypenny

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 1542
  • Karma: +31/-0
    • View Profile
Re: Naspers (NPN)
« Reply #10 on: September 17, 2013, 11:41:01 am »
Anybody for a glass of Chardonnay? 
That's why we are moving towards R1000/share:


Naspers gaan nou ook fynproewerprodukte en topgehalte-wyn aanlyn verkoop.

Hy het in Mei deur sy filiaal MIH Internet Africa ’n meerderheidsbelang in die webwerf 5ounces.co.za gekoop.

Trevor Gosling, stigter van 5ounces, sę Naspers – wat kalahari.com besit – was tot nou nie by die aanlyn verkope van dié produkte betrokke nie.

Hy het die maatskappy in Januarie 2012 begin en tans verskaf 5ounces permanente werk aan agt mense.

“Een van die goed wat ons anders maak, is blitsverkope van premie-produkte,” sę hy.

Dit is ’n verwysing na ’n konsep wat die aanlyn verkoper Groupon begin het om “ ’n beperkte hoeveelheid produkte vir ’n beperkte tyd teen ’n superafslagprys beskikbaar te stel’’, verduidelik hy. “Ons doen dit met vier- of vyfster-wyne en klante kan dit dan teen tussen 40% en 50% van die tipiese kleinhandelprys kry.”

Arthur Goldstuck, besturende direkteur van World Wide Worx, sę aanlyn wynverkope is een van die moontlike groeigebiede in e-handel. “Wat dit so volhoubaar maak, is dat ’n veel wyer verskeidenheid wyn aanlyn aangebied kan word as in ’n winkel.”

Naspers het in e-handelwebwerwe oral in ontluikende markte belę. “Hy is deurlopend op soek na nismarkte om in uit te brei. “Kalahari.com het ’n bietjie van ’n stagnante sakemodel geword en dit is nodig om dit te verfris. Een manier om dit te doen, is om opwindende nismarkte te identifiseer (soos wyn).”

Volgens Kevin Kidson, stigter en besturende direkteur van wine.co.za, wat sowat 15 jaar gelede begin is, groei aanlyn wynverkope węreldwyd en ook in Suid-Afrika besonder vinnig. – Nellie Brand-Jonker Maandag 16 September 2013 Volksblad
Veni, vidi, vici

Moneypenny

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 1542
  • Karma: +31/-0
    • View Profile
Re: Naspers (NPN)
« Reply #11 on: October 21, 2013, 08:29:18 am »
'Tencent Holdings, Asia biggest Internet company, surged to a record in Hong Kong trading after analysts at Barclays Plc named it among its top picks in China's on-line sector. 

The shares rose 4.9%, headed for the largest gain since 20 May, giving it a market value of $108 billion.
'   21 Oct 2013, 5:29am, Lulu Yilun Chen, Bloomberg.


C'mon Naspers, show me your teeth. >:D
Veni, vidi, vici

cknt

  • I've just arrived
  • *
  • Posts: 13
  • Karma: +0/-0
    • View Profile
Re: Naspers (NPN)
« Reply #12 on: October 21, 2013, 09:07:55 am »
She is over valued or Fully Valued but might keep going up as today she was voted as one of the top 5 SA stocks.

Which are the others?

Orca

  • Hero Member
  • *****
  • Posts: 2010
  • Karma: +47/-3
    • View Profile
Re: Naspers (NPN)
« Reply #13 on: October 21, 2013, 09:38:43 am »
NPN was being discussed on Business News and the others were not mentioned.
I started here with nothing and still have most of it left.

Aragorn

  • Global Moderator
  • Full Member
  • *****
  • Posts: 162
  • Karma: +10/-0
    • View Profile
Re: Naspers (NPN)
« Reply #14 on: October 21, 2013, 03:49:20 pm »
'Tencent Holdings, Asia biggest Internet company, surged to a record in Hong Kong trading after analysts at Barclays Plc named it among its top picks in China's on-line sector. 

The shares rose 4.9%, headed for the largest gain since 20 May, giving it a market value of $108 billion.
'   21 Oct 2013, 5:29am, Lulu Yilun Chen, Bloomberg.


C'mon Naspers, show me your teeth. >:D

Took off like a rocket reaching above 985, then gently parachuted down again below 960
Not idly do the leaves of Lorien fall.