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Invest with Perspective
π Podcast: Market Moves β Prosus, Naspers and Sasol
β’
Old Mutual Investment Group
Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:
π Prosus and Naspers stock drop β down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.
π Whatβs the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.
β‘ Sasol earnings down 30% β but free cash flow is improving. Could this indicate a recovery path?
π The big picture: What these moves signal for South Africaβs market outlook.
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