• 🎙 Podcast: Market Moves – Prosus, Naspers and Sasol

  • Mar 5 2025
  • Duración: 5 m
  • Podcast

🎙 Podcast: Market Moves – Prosus, Naspers and Sasol

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  • Resumen

  • Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:

    • Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.
    • What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.
    • Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?
    • The big picture: What these moves signal for South Africa’s market outlook.

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