Invest with Perspective

๐ŸŽ™ Podcast: Market Moves โ€“ Prosus, Naspers and Sasol

โ€ข 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.
  • Whatโ€™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% โ€“ but free cash flow is improving. Could this indicate a recovery path?
  • The big picture: What these moves signal for South Africaโ€™s market outlook.

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