Jsedirect With Simon Brown

Simon Shares Shoprite* (JSE code: SHP) results, it's all about innovation. Strong un International* (JSE code: SUI) update. War in Europe, commodities still the story. Very volatile, that's expected. But I expect more upside and I am happy to hold. Upcoming events; 17 March ~ JSE Power Hour: Geopolitics, inflation and markets Prosus (JSE code PRX) / Naspers (JSE code: NPN) / Tencent (Hong Kong code: 700) Tencent has been under pressure Naspers and Prosus have been hit even harder Live Prosus discount to net asset value (NAV) is now some 55% after hitting 60%.  VK (old mail.ru) has been written down to zero. Generally unlisted is worth a lot less than stated? Buy / Sell / Hold? VIE structure China has not taken sides in the war, so far Tax on profits if they sell Tencent More Chinese crackdowns? Prosus has been wasting money from the sale of 2% stake in Tencent? Buying back shares Buying Delivery Hero (Frankfurt code: DHER) * I hold ungeared positions.