Dit zegt de Zuid-Afrikaanse beleggingguru David Shapiro over Naspers/Prosus:
"I think we’ve got to look at the Chinese story. Whether we like it or not, it’s still their main asset. One has got to try and work out where China are heading. Each day, they seem to change or shift direction. I think people are still very concerned about what the future of the Chinese economy is. It’s more the political side of it – and how they are going to apply their authoritarian rule to businesses. You dare not step out of line. “This is how we think and as long as you think within the same lines, you’re okay.” I think we’re going to have lots of ups and downs.
Tencent, AliBaba. All these businesses are huge – and I think the Chinese are very proud of it. I’m still a little concerned. Everyday you wake up, you don’t want to find another shock. I think they’ve even stated that this is a five-year look into businesses and how they want it. Remember, it’s a communist country. A communist country looks after its people and wants them to be equally educated, [receive] equal health – all those kind of elements.
When these businesses start to buy away from that element and get too big for their boots, they cut you down to size. I think that’s going to be our big challenge, how we look at it. I suppose the hope is that Bob Van Dijk with Prosus can actually find something to compensate for that. I haven’t found anything yet – it’s lots of bits and pieces. They’re doing OK, but I don’t think they’re doing well enough to really take away the appeal of Tencent."
Tja, veel zegt-ie eigenlijk niet, hij weet het ook niet.
Hopen en afwachten dus maar.