• Front Research
  • Posts
  • Naspers Limited (NPSNY): Undervalued Due to Stake in Tencent Holdings and Broad Venture Portfolio, Sees 40% Upside

Naspers Limited (NPSNY): Undervalued Due to Stake in Tencent Holdings and Broad Venture Portfolio, Sees 40% Upside

Ticker: NPSNY | Price: $35 | Potential: 40% | Timeframe: 12-18 months | Source: Seeking Alpha πŸ“ˆ Technology & Venture Capital | πŸš€ Undervalued Giant | πŸ“ˆ Bullish idea

STOCK IDEA - Naspers

❝

Disclaimer - Not Investment Advice

The content on Front Research is for informational purposes only and should not be considered as investment advice financial advice. One should always consult a qualified professional before making any investment decisions. Investments carry risks, including the potential loss of capital. Front Research and its authors bear no liability for decisions made based on the information provided here. All views are personal and not reflective of any company mentioned. Front Research, it’s affilaites, personnel, clients and/or partners might hold investments in securites discussed.

By accessing Front Research, you acknowledge and agree to this disclaimer.

Naspers Limited (NPSNY): Undervalued Due to Stake in Tencent Holdings and Broad Venture Portfolio, Sees 40% Upside (Seeking Alpha)

Naspers Limited (NPSNY) is seen as undervalued, with a 40% potential upside, due to its significant stake in Tencent Holdings and a diverse venture portfolio currently undervalued by the market. Despite Naspers' market cap being eclipsed by its Tencent holdings, its broad venture investments are negatively valued, which is deemed unreasonable. The company is leveraging substantial buybacks funded by reducing its Tencent stake, offering interim capital payouts as the market discount narrows. Analysts highlight the timely opportunity to invest in Naspers, as it monetizes Tencent's value into shareholder returns against a backdrop of market undervaluation and negative enterprise value (EV) concerns. Key risks include regulatory challenges in China's gaming sector. Naspers, a global investor in tech and digital sectors, benefits from scale advantages, network effects, and intangible assets through its vast investment portfolio.

Ticker: NPSNY | Price: $35 | Potential: 40% | Timeframe: 12-18 months | Source: Seeking Alpha

πŸ“ˆ Technology & Venture Capital | πŸš€ Undervalued Giant | πŸ“ˆ Bullish idea

πŸ“ Analysis: Dig deeper into this stock idea: Financials, valuation, moat analysis, timing, and more…upgrade to Limited Partner for access, only $14 per month.

Subscribe to PRO to read the rest.

Become a paying subscriber of PRO to get access to this post and other subscriber-only content.

Already a paying subscriber? Sign In

A subscription gets you:
Remove sponsor ads
PRO news brief feeds for deeper information edge.

Join the conversation

or to participate.