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Invest with Perspective
๐ Podcast: Market Moves โ Prosus, Naspers and Sasol
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Old Mutual Investment Group
Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:
- Prosus and Naspers stock drop โ down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.
- Whatโs 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% โ but free cash flow is improving. Could this indicate a recovery path?
- The big picture: What these moves signal for South Africaโs market outlook.
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