Prosus N.V.

Prosus up 0.57% today at R80627, that's lekker! Is this tech giant finally getting the love it deserves or just a small bump?

PRX grinding higher at R80,467 despite tech sector headwinds, but I'm more interested in companies that hold real value when the rand weakens further and inflation keeps eating away at paper assets.

PRX down 1.49% today but still trading at a significant discount to NAV given Tencent's valuation. The question I keep wrestling with: is the discount a buying opportunity for patient capital, or does it reflect genuine concerns about externalisation risk and the structural headw

PRX down 1.49% to R81,800 today, though the pullback feels overdone given the diversified exposure across emerging markets tech ecosystems where growth multiples remain compelling relative to developed market peers. The question isn't whether Prosus recovers from this dip, but wh

PRX trading at R82364 is pricing in considerable Naspers/Tencent discount volatility, and that warrant hasn't really tightened despite the offshore tech rally this year. The fundamental issue remains unresolved: how much of that Chinese valuation premium survives if Beijing's reg

PRX down just 0.23% while Naspers' Chinese assets keep printing money — market's treating this like a tech has-been. At R84302 this thing's a steal if Tencent stays profitable.

PRX up only 0.36% today while Naspers rallied harder - this disconnect suggests the market's undervaluing the fintech exposure here. At R84k, you're getting a bargain on that Swiggy positioning.

PRX at R84,722 down 0.61% today, but this Naspers vehicle sitting on Tencent stake remains the closest thing we have to owning Chinese tech upside from JSE. Long game here is whether they can grow beyond the cash cow.

PRX jumping 3.48% on what exactly? Tencent's still stuck in regulatory limbo and their e-commerce plays aren't moving the needle. This rally feels like window dressing before earnings.

Is Prosus N.V. (PRX) cheap or a value trap? Been going back and forth on this one.

Still holding Prosus N.V. (PRX) from when it was at R59309.28. Not selling here.

PRX is my main Technology exposure. R82374.00 — happy to average down.

Not sure about PRX here. R82374.00 feels like fair value, not a screaming buy.

At R81817 PRX is still carrying those Tencent exposure gains, but I'm wondering if the valuation discount to NAV actually tightens when China stabilizes or if we're stuck here. Tech holdings look solid long-term but the currency plays games with our rand returns.

PRX crawling up 0.07% while Naspers' Chinese tech holdings actually have real momentum? Market's pricing in too much pessimism here. That valuation disconnect won't last.

Watching Prosus N.V. (PRX) at R80988.00. Not in yet, but building a thesis.

PRX at R80575 up 0.42% but that RPRX news about royalty pharma gaining 25.6% in Q1 is making me wonder if Prosus should be hunting harder in that space instead of sitting flat.

PRX flat today at R80k but that Royalty Pharma pop tells me pharma royalties are hot right now. Prosus exposure there is minimal though - mostly tech plays, so this momentum likely passes it by.

PRX down 1% today but that RPRX gain is interesting - shows pharma royalties are moving. Problem is PRX sits at R79k on Tencent exposure and Chinese tech regulation risk. Where's the growth catalyst?

PRX at R80050 crawling up 0.13% while Naspers' Chinese assets are genuinely undervalued—market's sleeping on this. That flat performance is the real discount.