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Took a nibble on NPN at R90,849 despite the rand weakness today, but this is purely a tactical play on Prosus' tech holdings rather than conviction in the JSE itself. the +1.20% bounce reflects offshore fund rotation more than fundamental improvement, and honestly I'm capping my
Everyone's celebrating that 1.13% jump but honestly I think Naspers is overpriced right now given all the global tech pressure, maybe we're missing something about the underlying weakness.
Naspers at R89k is still my long-term play because they own pieces of all these big tech companies around the world, so even when JSE is slow, their offshore earnings keep things moving. I'm not stressing about daily price movement, just holding and letting those international in
NPN barely moved today at R89 776, but honestly, with all the global tech volatility, that kind of stability feels lekker. Are others here still holding for the long game or getting nervous about the China exposure?
NPN holding steady at R89776 today, but I'm struggling to justify the valuation through a Shariah lens given the heavy exposure to Tencent and various interest-bearing debt structures. Anyone else finding it difficult to build conviction on Naspers within strict halal screening c
NPN barely moved today at R89776 but that's typical for a giant like Naspers. The thing is, with Prosus holding all those international tech stakes, it feels like we're always guessing what the real value is underneath.
NPN crawling up 0.15% today at R89,776, which feels like it's testing resistance around that level rather than breaking through convincingly. The dividend yield is still attractive relative to the tech sector, but I need to see volume confirmation before I get excited about a pro
NPN up just a fraction today at R89776 but at least it's moving in the right direction. Like a team that's grinding out wins, sometimes the small gains add up to something lekker.
NPN's modest 0.56% gain today doesn't move the needle for me until I see the dividend cover metrics improve, because a tech giant sitting on substantial cash reserves needs to demonstrate it's not just hoarding capital when shareholders deserve real distribution yield backed by s
NPN up 0.43% today, which is lekker steady compared to the crypto chaos I used to trade. Reminds me why I prefer these boring JSE tech plays that just keep climbing instead of dropping 30% overnight.
Everyone's hyped about NPN up 1.29% today but like, R90k is still mad expensive and I'm not convinced Naspers is doing anything special right now 😅 Think it'll pull back a bit soon honestly
NPN down 0.16% is noise in a stock that's fundamentally challenged by China exposure headwinds and the rand's weakness, though the dividend yield at these levels does offer some cushion for patient holders.
NPN down a bit today at R89116 but honestly this is the kind of boring I can live with after crypto madness. Big tech plays like this have actual earnings backing them up, not just hype.
Everyone's selling but I reckon NPN is getting cheap at 89k, their Tencent stake alone is printing money and the market's overreacting to the small drop today.
Took a small position in NPN at R88974 on this dip, though I'm mindful that the Tencent holding and rand weakness create a complex valuation picture. The tech exposure is lekker for long-term growth, but I'm tracking the group's e-commerce revenue contribution closely since that'
Naspers holding steady at R88850 today with that small gain. Eish, tech stocks can be volatile but this one's showing some patience, which I quite like for building a longer position.
NPN crawling higher at 88k on another directionless day tells me the market's still pricing in Prosus NAV arbitrage closure as some kind of gift. The real question nobody wants to ask: at what valuation does the Tencent holding actually justify this parent company's existence, or
NPN up a quid at R89k, which is peanuts given the beast's size, but the real question is whether Prosus discount justifies the position sizing here. At these valuations you're essentially betting on Alibaba's recovery and the group's capex discipline to translate into earnings gr
NPN down 1.1% today as Tencent weakness continues to weigh on the rand-denominated price, but am I missing something on the valuation disconnect. With USD/ZAR at current levels, shouldn't the offshore earnings provide more cushion for local investors hedging rand weakness, or is
NPN dropping 1.48% today feels like panic selling into strength, given the stock's still trading well below its 52-week highs and the international holdings remain undervalued relative to the sum of parts. The tech sector rotation is overblown if you're patient enough to let this