Mozart - A special message for you.

Have a look at Naspers and their new company provisionally called NewCo to be listed on the Amsterdam Stock Exchange.   From how I understand it the listing will be 25% below actual value and will be the biggest company of its kind in Europe.

The 35% below real value is because of massive holdings of Naspers in a range of companies all over the world and in particular China, Russia and India - which are not included in their present e valuation on the Johannesburg  stock exchange.   

Fpr example - the turnover is valued at R1,45 trillion  - while its China holdings value is on its own  is worth R1.9 Trillion,   Besides that there are also huge Naspers investments in India and Russia also falling outside of their primary turnover of R1,45 Trillion.  

Maybe there is some money to be made out of that one.         

Mozart

I sometimes wonder how a business started in 1914 to produce two papers - the Burger and the Huisgenoot - got to where they are today.   They gradually got control of other newspapers both Afrilaans and English in SA and started with TV outlets in SA - like MNet and lately DSTV. 

The latter became major sport promoters in African countries and then branched out to Sweden and other North European countries.   From their they moved into China, India and Russia in a big way.   What actually is also pertinent  is that the Rupert family has been large shareholders in Naspers and one wonder whether the expansion into China was not influenced by Johann Rupert - especially bearing in mind the latter's 30% shareholding in Ali Baba - who is fact overtaking Amazon as the biggest on-line trader in the massive Chinese market specifically - but also other huge markets in the Far East,.

Anyway - it shows that through DSTV there are massive amounts available for sponsorship of sport activities both in the rugby, cricket and soccer codes.

From a political perspective  Ramaphosa is trying to get more Chinese investment through the main shareholder in Ali Baba - but was told that he must stop talking about "White Monopoly Capital" if he wants to see any of their money in investments.   One wonders why - I think it is clear who influenced that decision. of Ali Baba.    

However, I would let you know when the listing date will be.  Maybe you should think of  further buying into Tencent as well - and even look at Ali Baba also.                      

Mozart

I wonder how  Rupert managed to get a 30% interest in Alibaba then?    Maybe it is a deal between one of his subsidiary companies and Alibaba then.  Be it as it may Rupert seems to think that it is a good investment,   Richemont may be the vehicle for the purpose though.   He is a wily one starting of with Randbank - where he also ended up with a major shareholding.

It seems as some SA companies went into China on a major scale soon after 1994 and made a fortune out of it.