EPISODE · Jun 30, 2026 · 20 MIN
Prosus strategy for Tencent working
from MoneywebNOW · host Simon Brown
Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist. Plus, Satrix’s Siyabulela Nomoyi explains why choosing the right benchmark is one of the most important investment decisions you’ll make.
What this episode covers
Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist. Plus, Satrix’s Siyabulela Nomoyi explains why choosing the right benchmark is one of the most important investment decisions you’ll make.
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Prosus strategy for Tencent working
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