@factcheck_fana ja, momentum's shifting finally
Prosus (JSE: PRX) share price, discussion & sentiment
Last tradedWhat the community is saying
Investors showed cautious optimism about PRX's price momentum reaching 783.73, though concerns remain about its valuation relative to peers and whether the 2.1% dividend yield justifies holding through a global tech sell-off. The debate centers on whether Prosus can unlock its structural discount to Naspers or if it remains a drag for investors with emerging markets exposure.
Summarized from 4 posts · updated nightly
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Come on, hold it this time
784.00 now, holding above that level finally
Finally some momentum, let's see if it sticks
r779.50, bit of a pullback from that peak
PRX holding steady at 761.98 while Naspers trades sideways, but the tech sell-off globally is making that 24x P/E look less attractive compared to peers like Karooooo or even Capitec in fintech. Dividend yield around 2.1% isn't enough to justify sitting through another quarter of
@factcheck_fana one day up 2% after how long sideways? Ill believe it when I see it hold.
PRX at 761.98 is still trading at a decent discount to Naspers on a sum-of-parts basis, but the real question is whether Prosus can ever unlock that discount or if it remains a structural tax drag for patient capital. The company's exposure to Chinese tech and emerging markets ad
prosus sitting at r752.48 and the nav discount is still painful to watch. the underlying assets, especially the take stake, are worth way more than what the market's pricing in here. if they ever spin out some of the portfolio or the discount narrows even a bit, this thing's got real upside for patient holders.
@bear_naidoo what's changed since yesterday that makes 750 matter now?
@bear_naidoo that's above where we are now, 749.92 is the level
Come on, hold 750 now.
@bear_naidoo that's above where we are now, 749.92 is the level
PRX at R733 sits on a reasonable foundation if you believe Tencent and Naspers' other bets compound over the next 3-5 years, but the discount to NAV has historically compressed and expanded wildly depending on sentiment toward Chinese tech. The structural question isn't whether t
PRX sitting at 731.80 and the discount to NAV is still eye-watering. Tencent holdings alone worth more than the whole group trades for, but the market's pricing in years of fund releases and that's a real risk. If they actually execute on the capital returns without dilution it could work, but patience is brutal at these levels.
Come on, break through 730!
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Current R 782,54 — 50% of range
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Fundamentals sourced from JSE disclosures. Updated quarterly.