Società Naspers Limited

NPN

ZAE000325783

Servizi Internet

Consensus Analisti

Attività

Vendite per attività

Vendite per regione

Dirigenti

Amministratori

Classe di azioni

Azionisti

Partecipazioni

Coordinate società

Società del gruppo

Settore

Vendite per attività

Vendite per regione

Rating per Naspers Limited

Revisioni EPS

Fatturato trimestrale - Indice di sorpresa

Settore Servizi Internet - Altri

Prezzo di chiusura Johannesburg S.E. Altri mercati azionari 00:00:00 26/04/2024			Variaz. 5gg	Var. 1 gen.
3.625 ^ZAR	+1,38%		+11,27%	+15,88%

11/04	Tencent riacquista 3,3 milioni di azioni per contrastare le vendite dell'investitore Naspers	MT
04/04	L'investitore attivista Sachem Head acquisisce una partecipazione in Delivery hero, le azioni balzano	RE

Naspers Limited è un'azienda globale di Internet di consumo. Attraverso Prosus, la Società opera e investe a livello globale in mercati con un potenziale di crescita a lungo termine, costruendo aziende di Internet di consumo che danno potere alle persone e arricchiscono le comunità. I segmenti dell'azienda comprendono Food Delivery, Classifieds, Pagamenti e Fintech, Edtech, Etail, Altro ecommerce: Ventures, Media24 e Piattaforme sociali e Internet. Il suo portafoglio di attività di consegna di cibo consente ai clienti di ordinare il loro cibo preferito online e tramite app, per riceverlo comodamente ovunque si trovino. Prosus detiene un investimento in Tencent, la piattaforma di servizi Internet più utilizzata in Cina. Media24 è un gruppo di media cartacei e digitali con interessi nei media e servizi digitali, giornali, riviste, e-commerce, pubblicazione di libri e logistica dei media. Il suo gruppo comprende alcune delle aziende locali di Internet per i consumatori in circa 100 Paesi, dalle Americhe all'Asia, dall'Europa al Sudafrica.

ZAR in Milioni	2022	Peso	2023	Peso	Delta
Equity-accounted Investments -390,4 %	-427 246	-362,3 %	-450 082	-390,4 %	+5,35%
Social and Internet Platforms - Tencent 328,5 %	375 188	318,1 %	378 808	328,5 %	+0,96%
Ecommerce 158,7 %	158 268	134,2 %	182 932	158,7 %	+15,58%
Media 3,2 %	3 817	3,2 %	3 691	3,2 %	-3,30%
Inter-segment 0,0 %	-15	0,0 %	-51	0,0 %	+243,59%

ZAR in Milioni	2022	Peso	2023	Peso	Delta
Latin America 33,2 %	27 239	23,1 %	38 308	33,2 %	+40,63%
Eastern Europe 31,4 %	31 354	26,6 %	36 250	31,4 %	+15,62%
South Africa 15,8 %	16 768	14,2 %	18 218	15,8 %	+8,65%
Central Europe 9,5 %	11 407	9,7 %	10 904	9,5 %	-4,41%
Asia 7,8 %	10 412	8,8 %	8 982	7,8 %	-13,73%
North America 1,3 %	9 610	8,1 %	1 480	1,3 %	-84,60%
Western Europe 0,9 %	1 485	1,3 %	1 055	0,9 %	-28,99%
Rest of Africa 0,1 %	104	0,1 %	102	0,1 %	-1,83%

Dirigenti	Titolo	Età	Da
Ervin Tu CEO	Chief Executive Officer	-	01/08/21
Vasileios Sgourdos DFI	Director of Finance/CFO	54	01/07/14
Aileen O'Toole COO	Chief Operating Officer	51	01/05/14
Mark Sorour BRD	Director/Board Member	62	01/01/94
Stephan Pacak BRD	Director/Board Member	69	24/04/98
Eoin Ryan IRC	Investor Relations Contact	-	01/10/18
Minette Havemann PRN	Corporate Officer/Principal	-	01/11/20
Jerzy Dziegielewski PRN	Corporate Officer/Principal	-	-
John Kotsaftis PRN	Corporate Officer/Principal	-	-
Mark Chirnside PRN	Corporate Officer/Principal	-	-

Amministratori	Titolo	Età	Da
Angelien G. Z. Kemna BRD	Director/Board Member	66	15/04/21
Jacobus Petrus Bekker CEO	Chief Executive Officer	71	06/10/97
Stephan Pacak BRD	Director/Board Member	69	24/04/98
Hendrik du Toit BRD	Director/Board Member	63	01/04/16
Jacobus Stofberg BRD	Director/Board Member	73	16/10/13
Vasileios Sgourdos DFI	Director of Finance/CFO	54	01/07/14
Craig Enenstein BRD	Director/Board Member	55	16/10/13
Mark Sorour BRD	Director/Board Member	62	01/01/94
Sharmistha Dubey BRD	Director/Board Member	53	01/04/22
Francis Lehlohonolo Letele BRD	Director/Board Member	74	22/11/13

	Voto	Quantità	Flottante	Autocontrollo	Flottante totale
Azione A	1 000	961 193	0	0	73,83 %
Azione B	1	178 284 116	132 329 408 ( 74,22 %)	1 925 126 ( 1,080 %)

Nome	Azioni	%	Valorizzazione
Public Investment Corporation (SOC) Ltd. 18,40 %	33 100 894	18,40 %	5 869 M R
M&G Investment Managers (Pty) Ltd. 1,139 %	2 049 226	1,139 %	363 M R
NASPERS LIMITED 0,8764 %	1 576 746	0,8764 %	280 M R
Foord Asset Management Pty Ltd. 0,7515 %	1 352 009	0,7515 %	240 M R
Sanlam Investment Management (Pty) Ltd. 0,6340 %	1 140 616	0,6340 %	202 M R
Satrix Managers (RF) Pty Ltd. 0,6046 %	1 087 661	0,6046 %	193 M R
STANLIB Asset Management (Pty) Ltd. 0,4823 %	867 746	0,4823 %	154 M R
Old Mutual Investment Group (Pty) Ltd. 0,4636 %	833 984	0,4636 %	148 M R
Pension Reserves Investment Management Board 0,4298 %	773 188	0,4298 %	137 M R
Abax Investments (Pty) Ltd. 0,4286 %	771 130	0,4286 %	137 M R

Nome	Azioni	%	Valorizzazione
Todd Asset Management LLC 0,0869 %	787 873	0,0869 %	28 M R
Eurizon Capital SGR SpA 0,007896 %	71 549	0,007896 %	3 M R
Resolute Advisors LLC 0,005468 %	49 550	0,005468 %	2 M R
OTP Fund Management Ltd. 0,003753 %	34 006	0,003753 %	1 M R
Renta 4 Gestora SGIIC SA 0,002555 %	23 149	0,002555 %	817 854 R
Yousif Capital Management LLC 0,001731 %	15 687	0,001731 %	554 222 R
Continuous Capital LLC 0,001310 %	11 869	0,001310 %	419 332 R
RhumbLine Advisers LP 0,001172 %	10 621	0,001172 %	375 240 R
Vontobel Asset Management SA (Italy) 0,000901 %	8 162	0,000901 %	288 363 R
Generali Investments CEE Investicni Spolecnost as 0,000850 %	7 700	0,000850 %	272 041 R

Nome	Azioni	%	Valorizzazione
ANIMA Sgr SpA 3,800 %	36 529	3,800 %	6 M R
AFH Independent Financial Services Ltd. 0,4093 %	3 934	0,4093 %	697 530 R

Nome	Azioni	%	Valorizzazione
PROSUS N.V. 100.00%	2 869 537 924	100.00%	90 106 360 352 $
TRIP.COM GROUP LIMITED 4.99%	34 116 447	4.99%	1 504 768 669 $
REMITLY GLOBAL, INC. 19.81%	37 341 745	19.81%	774 467 791 $
NASPERS LIMITED 0.88%	1 576 746	0.88%	279 569 806 $
UDEMY, INC. 10.83%	17 120 840	10.83%	187 986 823 $
SIMILARWEB LTD. 14.19%	11 173 265	14.19%	100 559 385 $
SKILLSOFT CORP. 37.96%	3 063 085	37.96%	27 567 765 $

Naspers Ltd.

40 Heerengracht

8001, Cape Town

+27 21 406 2121

http://www.naspers.com

Nome	Categoria e settore
Dante International SA Dante International SA Wholesale DistributorsDistribution Services Dante International SA owns and operates an online store. The firm offers notebooks, laptops, and tablets, photo, video, and optics, computers, mobile phones and accessories, personal computer and peripherals, home appliances and air conditioning systems, consoles and gaming software, cosmetics and personal care items, toys, office and schools supplies, books, car accessories, and sports equipment. It carries the following brands: Sony, Samsung, Apple, Philips, and Lego. The company was founded by Radu Apostolescu, Dan Teodosescu, and Bogdan Vlad in 2001 and is headquartered in Bucharest, Romania.	Wholesale Distributors
PROSUS N.V.	Air Freight/Couriers
enStage Software Pvt Ltd.
MIH TC Holdings Ltd.
OLX Global BV OLX Global BV Internet Software/ServicesTechnology Services OLX Global BV operates as a financial holding company with interests in online marketplaces. The company was founded by Fabrice Grinda and Alec Oxenford in 2006 and is headquartered in Amsterdam, the Netherlands.	Internet Software/Services
Naspers Ventures BV Naspers Ventures BV Financial ConglomeratesFinance Naspers Ventures BV provides television broadcasting and printing media services. The company is headquartered in Hoofddorp, the Netherlands.	Financial Conglomerates
MIH Internet SEA Pte Ltd. MIH Internet SEA Pte Ltd. Information Technology ServicesTechnology Services Part of Naspers Ltd., MIH Internet SEA Pte Ltd. is a Singaporean company that provides computer facilities management services. The private company is based in Singapore, Singapore.	Information Technology Services
MIH Treasury Services Pty Ltd.
MIH Food Holdings BV
MIH DH Holdings BV
MIH e-commerce Holdings BV MIH e-commerce Holdings BV Financial ConglomeratesFinance Part of Naspers Ltd., MIH e-commerce Holdings BV is a Dutch company that functions as an investment holding company. The private company is based in Amsterdam, Netherlands.	Financial Conglomerates
MIH Finance VoF
MIH Internet Holdings BV MIH Internet Holdings BV Financial ConglomeratesFinance Part of Naspers Ltd., MIH Internet Holdings BV is a holding and financing Dutch company. The private company is based in Amsterdam, Netherlands.	Financial Conglomerates
MIH Food Delivery Holdings BV MIH Food Delivery Holdings BV Specialty StoresRetail Trade Mih Food Delivery Holdings BV provides online food ordering services. The company is headquartered in Amsterdam, the Netherlands.	Specialty Stores
PayU Fintech Investments BV PayU Fintech Investments BV Financial ConglomeratesFinance Part of Naspers Ltd., PayU Fintech Investments BV is an investment holding Dutch company that develops information technology and payment solutions. The private company is based in Amsterdam, Netherlands.	Financial Conglomerates
OLX India Pvt Ltd.
Sobek Auto India Pvt Ltd. Sobek Auto India Pvt Ltd. Advertising/Marketing ServicesCommercial Services Part of CarTrade Tech Ltd., Sobek Auto India Pvt Ltd. operates as an automotive digital platform and classifieds internet business. The private company is based in Gurugram, India. The company was founded in 2018. Sobek Auto India was acquired by CarTrade Tech Ltd. from Naspers Ltd. on August 11, 2023 for $64.73 million.	Advertising/Marketing Services
Prosus Services BV Prosus Services BV Miscellaneous Commercial ServicesCommercial Services Part of Naspers Ltd., Prosus Services BV is a Dutch company that provides business and management consulting services. The private company is located in the Netherlands.	Miscellaneous Commercial Services
MIH B2C Holdings BV MIH B2C Holdings BV Movies/EntertainmentConsumer Services Part of Naspers Ltd., MIH B2C Holdings BV is a Dutch company that produces television programs for broadcasting on channels. The private company is based in Hoofddorp, Netherlands.	Movies/Entertainment
Depanero SRL
Movile International Holdings BV
MIH Nordics Holdings BV
MIH India Food Holdings BV MIH India Food Holdings BV Financial ConglomeratesFinance MIH India Food Holdings BV is an investment holding Dutch company. The private company is based in Amsterdam, Netherlands.	Financial Conglomerates
MIH Edtech Investments BV
MIH Russia Internet BV (Netherlands) MIH Russia Internet BV (Netherlands) Financial ConglomeratesFinance Part of Naspers Ltd., MIH Russia Internet BV is a private company based in Amsterdam, Netherlands. The Dutch company functions as an investment holding company.	Financial Conglomerates
Paysense Consultancy Services India Pvt Ltd.
MIH Payments Holdings BV
MIH Internet India Pvt Ltd.

Rating Trading

Rating Investimento

ESG Refinitiv

C+

Altri rating

Vendita

Buy

Raccomandazione media

Buy

Numero di analisti

Ultimo prezzo di chiusura

192,5 USD

Prezzo obiettivo medio

246,3 USD

Differenza / Target Medio

+27,95%

Consenso

Revisioni delle Stime

Calendario della società

Tecnologia

Software/servizi IT

Software/servizi IT

Servizi Internet

Servizi Internet - Altri

	Variaz. 1 gen.	Capi.
NASPERS LIMITED	+15,88%	34,11 Mrd
TENCENT HOLDINGS LIMITED	+18,66%	414 Mrd
NETFLIX, INC.	+15,27%	242 Mrd
UBER TECHNOLOGIES, INC.	+12,15%	144 Mrd
AIRBNB, INC.	+20,63%	104 Mrd
PROSUS N.V.	+17,19%	83,87 Mrd
SPOTIFY TECHNOLOGY S.A.	+54,11%	57,64 Mrd
DOORDASH, INC.	+33,59%	53,37 Mrd
COSTAR GROUP, INC.	+6,02%	37,83 Mrd
PINTEREST, INC.	-8,32%	23,18 Mrd

Servizi Internet - Altri