Over de discount en slechte beurskoers zei ceo Bob de Bouwer (inderdaad wat hij doet in ecommerce) gister tijdens de call op een vraag hierover van een analist:
And then I can talk a little bit to the share exchange and the discount to NAV. And the share exchange was a really essential step forward to bring the size of the two [free floats] [Ph] more in line with the markets they operate in. But it's not something to be seen in isolation [indiscernible] a number of other things over time. And actually we are currently in the process of a very large buyback. I think when we did the share exchange. It was pretty much coinciding with a fair amount of regulatory uncertainty in China. And actually Tencent got significantly affected by that. And we've seen a lot of volatility in the market since I think investors are cautious. And I think that has had an impact, right. And I think we've seen our buyback being executed for now a fair amount of distance along the way.
We've also seen some switch back from Prosus shareholders back into Naspers that we expect it, and that's exactly why we designed the buyback in this case. So, I think over time the benefits from the share exchange will come through, I think it is the right solution. And then from there, we think although the situation is stable, there will be further opportunities to improve, I think most importantly, what we need to do is to continue to show exceptional results as we've done today right with growth in e-commerce improved in the core of the profitable businesses, as well as increased disclosure, I think we'll get there over time.