A BRIEF ANALYSIS OF NASPERS LIMITED STOCK - (NPSNY)

Bussiness

Naspers is a global consumer internet group and one of the largest technology investors in the world. Naspers Limited operates in consumer internet industry worldwide. The company builds various companies that empower people and enrich communities. It holds investments in classifieds,

• Food delivery
• Payments and fintech
• Education
• Health, and ecommerce, as well as ventures, and social and internet platforms.

The company also prints, publishes, and distributes, newspapers, magazines, and books through digital platforms. Naspers Limited was founded in 1915 and is headquartered in Cape Town, South Africa.
Through Prosus the group invests and operates globally in markets with long-term growth potential, building leading consumer internet companies that empower people and enrich communities. Prosus has its primary listing on Euronext Amsterdam and a secondary listing on the JSE Limited’s stock exchange. It also has an American Depository Receipts (ADR) programmed trading on an over-the-counter basis in the United States. Naspers is the majority owner of Prosus. They are committed to investing in entrepreneurs and in technologies that improve people’s lives. From India to Brazil to South Africa to Russia – well over a billion people around the world benefit from Naspers-backed businesses. Billions more are within our reach and we’re keen to help them too. They continue to grow and address big societal needs and, in turn, create greater value over time. They operate or partner with several leading internet businesses across Africa, Central and Eastern Europe, the Americas and Asia in sectors that include online classifieds, food delivery, payments and fintech, etail, social and internet platforms, education, and health.
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Brands

​Below an image showing some of Naspers's main brands and investments. South Africans are sure to recognize several the brands in the image below.

Key Data

The following tables
provide a
summary of Naspers Limited 
Income Statements

Naspers sales per business 
breakdown

NASPERS
TECHNICAL ANALYSIS
STOCK PRICES [ 2017  - SYS.DATE ]

Naspers last 12 monthly
Historical stock prices

Historical Naspers Monthly return
[07-01-2021-sys.date]

Naspers Historical
stock price distribution
[2019-2021]

Table Calendar Return
[2018-2021]

Valuation

​PE vs competitors: Naspers is good value based on its Price-To-Earnings Ratio (3.01x) compared to the peer average (58.5x).

Naspers competitors

MultiChoice South Africa’s digital and analog platforms in South Africa compete directly with the four free-to-air television channels in South Africa (which are also carried on MultiChoice South Africa’s digital bouquet) and indirectly with the internet, all live sporting events, motion picture theatres, video rental stores, mobile telephones, lotteries, gaming, and other forms of entertainment.

The extent and nature of competition among smart card manufacturers is in large part determined by the ability to provide secure products that effectively combat piracy at competitive prices, the ability to offer superior customer service and the ability to acquire new clients, as the cost of switching for existing customers can be high. Irdeto’s main competitors are NDS Group plc and Nagravision S.A., which provide conditional access systems to operators utilizing a range of platforms.

MediaZone competitors for consumer-facing aggregated paid video service include JumpTV, Setanta, RooTV, TotalVid, PlanetVu.  On a more generalized “video content aggregation & delivery to consumers” level, competition would include traditional cable and satellite providers such as Comcast and Dish, especially those offering a Video on Demand model.

NASPERS - SWOT ANALYSIS

​Naspers strength

• Strong presence in around 130 countries making it one of the largest technology investors globally.
• Strong local backup brand, very large consumer network
• Leadership position in food delivery in many large geographies.

Naspers weaknessSlow performance growth in video-entertainment business
Naspers threatsCompetition from Amazon, Google

Naspers - Financial health

Management

​Bob Van Dijk(49Y)
8.42 years tenure
$10 121 000 salary
Mr. Bob van Dijk served as an Independent Director at Booking Holdings Inc. since June 04, 2020, until June 09, 2022. He has been the Chief Executive Officer of Naspers Limited since April 1, 2014. Mr. van Dijk is Chief Executive Officer of Prosus N.V. since September 2019 and serves as its Executive Director since May 16, 2019.
He has experience in the technology sector and has been active in the field of E-Commerce for 11 years. Mr. van Dijk served as the Chief Executive Officer of Global Transaction E-Commerce at Naspers Limited from October 2013 to April 1, 2014, and served as its Ecommerce Chief. Mr. van Dijk served as Chief Executive Officer of Allegro Group at Naspers Ltd. since August 2013.
He served as Finance and Strategy Manager at eBay Group since July 2004. Mr. van Dijk also served in several general management positions with eBay and Schibsted. Prior to that, Mr. van Dijk was an entrepreneur in online financial products. He served as a Vice President of eBay Europe, where he was responsible for all eBay Group activities in the Netherlands as a Managing Director of eBay Netherlands.
Furthermore, he played a key role in expanding eBay’s local classifieds and online motor sales platform businesses as Vice President of Local Classifieds and Motors. He began his career as an Associate at McKinsey with a focus on mergers and acquisitions, and media. He has been an Executive Director of Naspers Limited since April 1, 2014. He serves as a Director of MultiChoice (Pty) Ltd.
He has 15 years of general management experience in online growth business across the world, spanning the online marketplaces, online classifieds and etail segments. He served as a Member of Supervisory Board at INTERSHOP Communications Atiengesellschaft from February 1, 2012 to May 31, 2013. He was Executive of Schibsted ASA. He was a founder of an online financial derivatives marketplace.
He has an MBA Hons from INSEAD and a M.Sc. in Econometrics from Erasmus University Rotterdam.

Ownership structure

• Institutions: 29 %
•  General Public: 69

Top Shareholders

Top 25 shareholders own 22 % of the company.