Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
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Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
🎙 Podcast: Market Moves – Prosus, Naspers and Sasol
Invest with Perspective
5 minutes
8 months ago
🎙 Podcast: Market Moves – Prosus, Naspers and Sasol
Join Portfolio Manager Meryl Pick as she unpacks the latest market developments: 📉 Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability. 🚚 What’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% – but free cash flow is improving. Could this indicate a recovery path? 🌍 The ...
Invest with Perspective
Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
