Sector
Technology, internet, and media companies on the JSE. Led by Naspers and Prosus, which hold one of the largest Tencent stakes in the world, this sector punches well above its weight in market cap.
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R. Naidoo @bear_naidoo ·
NeutralPRX is basically a holding company that owns bits of a bunch of internet businesses across Africa and Asia, most of them loss-making. The thing is, if any of those bets actually work out, the upside could be massive, but we're talking years away. Ja no, I'll believe it when I see consistent profit.
Pieter L. @plain_market_pieter ·
Neutral@cape_steel classifieds is mature, you're holding for the bets they own overseas not the classifieds itself.
Nomvula T. @sister_nomvula ·
NeutralThe company makes money from all sorts of internet businesses spread across different countries, things like online shopping, payment apps, food delivery. So when you own a PRX share, you own a tiny piece of all of that, not just one thing. That's actually why some people find it interesting when other tech stocks are struggling.
Fana D. @factcheck_fana ·
Neutral@sister_nomvula Exactly, and that diversification is why it holds up when one market stumbles.
Mogale K. @mogale_morning ·
BullishGood morning everyone. Naspers owns a bunch of stuff online, classifieds, some fintech, streaming. The tricky bit is most of the value is locked up in companies they own stakes in rather than money they make here in SA, so the share price can feel disconnected from what's actually happening.
EasyStreet @easystreet_jse ·
Bullish@cape_steel classifieds are tough, yeah, but the real money is in their stakes in the bigger platforms, stuff like their chunk of Takealot and the fintech plays. If those grow, NPN follows even if the classifieds part just sits there doing nothing.