76 replies to this topic

[Procrastinator]

So how much cash flow in form of profit from 10 cent actually was paid to Naspers last financial year?, or is the only benefit to npn in the form of its increased value of its equity holding in 10 cent based on their offshore listed value.

[delta66]

Many traders bought based on hope, not valuations, and as a result, those people will panic now that it's falling, and continue to dump the stock... 

100% agreed

[WINH]

i'm a buyer from 1100.00  will it reach that?...very possible/perhaps much lower.

Many traders bought based on hope, not valuations, and as a result, those people will panic now that it's falling, and continue to dump the stock... 

[delta66]

i'm a buyer from 1100.00  will it reach that?...very possible/perhaps much lower

[wezzo]

Biggest one-day loss in 2.5 years, obviously due to some bad Tencent news. http://www.fin24.com...mering-20140314

 

What's everyone's opinion on NPN? At these levels I'm weary, but still holding.

[orca]

Here are both. MTA is too high above the 200SMA at the moment so some pull back is on the cards.   Metair Investments Ltd MTAJ.J Chart Reuters.com.png   37.06KB   90 downloads  Naspers Ltd NPNJn.J Chart Reuters.com.png   25.83KB   91 downloads

[BBW]

Had you waited a while, you could have got it cheaper at 123 000. Look at the charts. Not sure if duel listed stocks close gaps though.

Ah well, you win some, you loose some; in the end it won't matter what price I got it at today. Got another order waiting @ 1220. What in the charts made/makes you wait for 1230?

 

Still wanted to say thank you for the MTA recommendation; also in my LT portfolio and looking good...

 

Also topping-up again on my CML holding today.

Edited by BBW, 03 March 2014 - 01:42 PM.

[orca]

Very interesting article and why I bought some more today:

 

http://seekingalpha....as_ar_0_0&ifp=0

 

Had you waited a while, you could have got it cheaper at 123 000. Look at the charts. Not sure if duel listed stocks close gaps though.

[BBW]

Very interesting article and why I bought some more today:

 

http://seekingalpha....as_ar_0_0&ifp=0

[bulls]

More to NPN than Tencent...Mail.ru, facebook , multichoice etc but tencent does provide a meaningfull contribution!!

it really doesnt matter what the actual growth is.

if there is hype and euphoria like we have now then expensive shares just become more expensive.

this market is certainly not easy to trade.

im looking to buy on a pull back which just does not happen.

i  like resi stocks and am waiting for a decent pull back there.

 

i subscribe to a certain news letter that says the s & p index (currently at about 1700) will see 3000 within a certain number of years(long term)

does that sound like a hard to believe scenario?(this is based on technical analysis)

[HDB]

More to NPN than Tencent...Mail.ru, facebook , multichoice etc but tencent does provide a meaningfull contribution!!

 

How can Naspers be running @ >40 PE?

Does there growth outlook look that strong?

Tencent is a Chinese company with questionable accounting practices, am I missing something?

[gamma]

How can Naspers be running @ >40 PE?

Does there growth outlook look that strong?

Tencent is a Chinese company with questionable accounting practices, am I missing something?

 

Jakes, the potential of the 1.4B chinese market and the increasing monetization of tencent outweighs the risks for most investors.

 

same deal with Amazon...last I checked it was on a PE in the 100s

[Beorn]

How can Naspers be running @ >40 PE?

Does there growth outlook look that strong?

Tencent is a Chinese company with questionable accounting practices, am I missing something?

[yusufm]

Good set of results. Bought this morning

Looking strong....

[yusufm]

Good set of results. Bought this morning

[gamma]

Sorry, I just saw another NPN thread. This bloody search option does not work for me. Anyone else having similar issues?

[gamma]

wow..pretty impressive stuff from Naspers!

 

 

FINANCIAL REVIEW
Consolidated revenues grew by 27% to R50,2bn. Growth came from organic expansion of existing businesses and
acquisitions, supplemented by the depreciation of the rand (which has a positive effect when we translate foreign
revenues into rand).

 

Internet
In the aggregate, managed internet revenues expanded 80% to R34,6bn. Trading profits from the internet segment
were 44% higher at R6,2bn.