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Director’s Cut: 36ONE's Steven Hurwitz - “Prosus is a sleeping giant. China holds the key.”

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36ONE’s Steven Hurwitz says Prosus has finally shifted from promise to profit, with its e-commerce brands now earning real money beyond Tencent. Buybacks are shrinking the discount and a Just Eat turnaround could unlock major upside for South African investors. The only wildcard? China still holds the key to how big the payoff can be.
25 Nov 2025 12PM English South Africa Investing · Business News

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