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Stock Pick - 09 February 2010
Stock Pick: Naspers [26651]

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More Stock Pick Videos 		Transcript:
My pick is Naspers. Naspers has come down from around R308 off its high. It’s still benefiting from TenCent QQ the internet company in China. They currently have around 500 million users - the next move is to monetise those users so there is still good growth to come out - and subscriber pay-TV in South Africa is still doing well. If one strips out TenCent from the valuation of Naspers you get the core which is the pay-TV trading under a two times PE which is quite reasonable and offers value.

Broker:
Imtiaz Suliman, RMB Asset Management


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