Naspers マネジメント
マネジメント 基準チェック /14
Naspersの CEO はFabricio Bloisiで、 Jul2024年に任命され、 の在任期間は 1.92年です。 の年間総報酬は$ 56.14Mで、 1%給与と99%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.022%を直接所有しており、その価値はZAR 139.75M 。経営陣と取締役会の平均在任期間はそれぞれ1.9年と10.7年です。
主要情報
Fabricio Bloisi
最高経営責任者
US$56.1m
報酬総額
| CEO給与比率 | 0.97% |
| CEO在任期間 | 1.9yrs |
| CEOの所有権 | 0.02% |
| 経営陣の平均在職期間 | 1.9yrs |
| 取締役会の平均在任期間 | 10.7yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 08
NPN: Prosus Exposure And Dividend Policy Will Support Future Upside
Analysts have trimmed their Naspers fair value estimate from ZAR 1,533.03 to ZAR 1,312.53. The updated ZAR 902 Street price target reflects a more cautious view on profit margins and future P/E multiples, even as assumptions for revenue growth remain firm.分析記事 • May 31
Does Naspers (JSE:NPN) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
ナラティブの更新 • May 25
NPN: Future Upside Will Depend On Morgan Stanley Upgrade And P/E Execution
Analysts have adjusted their fair value estimate for Naspers stock from ZAR1,076.13 to ZAR1,086.59, citing updated views on revenue growth, profit margins, and future P/E following recent research that included an upgrade highlighted by Morgan Stanley. Analyst Commentary The upgrade highlighted by Morgan Stanley comes alongside more cautious commentary from some bearish analysts who are focusing on valuation, execution, and long term growth risks for Naspers.ナラティブの更新 • May 03
NPN: Future Upside Will Rely On Execution Against Refined P/E Assumptions
Naspers' analyst price target has been adjusted slightly from ZAR1,085.72 to ZAR1,076.13 as analysts refine their views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent research updates. Analyst Commentary Recent research updates around the ZAR1,076.13 price target highlight a more cautious tone, with several Bearish analysts focusing on execution risks, valuation assumptions, and the sensitivity of Naspers' earnings to changes in discount rates and profit margin expectations.ナラティブの更新 • Apr 18
NPN: Future Returns Will Be Driven By Portfolio Execution And Premium P/E
Narrative Update on Naspers The updated analyst price target for Naspers has shifted from around ZAR1,184 to about ZAR1,086. Analysts attribute this change to small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions following recent research updates.
ナラティブの更新 • Apr 03
NPN: Higher Future P/E Assumptions Will Support A More Constructive Outlook
Naspers' updated analyst price target has shifted from ZAR1,752.32 to ZAR1,875.55, with analysts pointing to recalibrated assumptions around discount rates, revenue growth, profit margins and future P/E as key drivers behind the change. Analyst Commentary Recent research highlights a more constructive tone around Naspers, with bullish analysts reassessing key inputs such as discount rates, revenue growth, profit margins and future P/E assumptions.ナラティブの更新 • Mar 19
NPN: Future Returns Will Be Driven By Higher Growth And Premium P/E
Analysts have raised their price target for Naspers to ZAR1,184, citing adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E as key drivers of the updated view. Valuation Changes Fair Value: ZAR1,184.25 remains unchanged in the updated assessment.ナラティブの更新 • Mar 05
NPN: Future Returns Will Reflect Higher Growth And Premium Earnings Multiple
Narrative Update on Naspers Price Target Analysts have updated their fair value estimate for Naspers from ZAR1,242.88 to ZAR1,184.25, reflecting adjustments to assumptions around revenue, profit margins and future P/E expectations. Valuation Changes Fair Value: Updated from ZAR1,242.88 to ZAR1,184.25, indicating a small cut to the central valuation estimate.ナラティブの更新 • Feb 18
NPN: Lower Discount Rate Will Support A More Optimistic Future P/E
Analysts have slightly trimmed their Naspers fair value estimate from ZAR1,768.46 to ZAR1,752.32 as tweaks to discount rate, growth and margin assumptions feed through to a modestly higher future P/E outlook. Valuation Changes Fair Value: Updated to ZAR1,752.32 from ZAR1,768.46, representing a small reduction in the estimate.ナラティブの更新 • Feb 04
NPN: Higher Growth Assumptions Will Support A More Optimistic Future P/E
Analysts have cut their implied fair value estimate for Naspers from R8,039.18 to R1,768.46, citing updated assumptions for revenue growth, profit margins and future P/E that together indicate a more conservative view of the stock's potential valuation range. Valuation Changes Fair Value Estimate: Reduced from ZAR 8,039.18 to ZAR 1,768.46, pointing to a much lower implied valuation level.分析記事 • Feb 01
Why Naspers Limited (JSE:NPN) Could Be Worth Watching
Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw significant share price movement...ナラティブの更新 • Jan 21
NPN: Dividend Policy And Profitability Assumptions Will Support Future Upside
Analysts have trimmed their price target for Naspers, with fair value moving from R1,569.02 to R1,533.03, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Naspers Limited announced an annual dividend of ZAR 5.08 per share, payable on December 8, 2025, with an ex-date of December 3, 2025, and a record date of December 5, 2025 (Key Developments).ナラティブの更新 • Jan 07
NPN: Higher Revenue Outlook And Dividend Policy Will Support Future Upside
Analysts have trimmed their fair value estimate for Naspers from R1,586.07 to R1,569.02, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News Naspers Limited declared an annual dividend of R5.08 per share, with an ex-date on December 3, 2025, a record date on December 5, 2025, and payment scheduled for December 8, 2025 (Key Developments).分析記事 • Dec 22
Naspers' (JSE:NPN) Returns On Capital Are Heading Higher
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...ナラティブの更新 • Dec 19
NPN: Future Returns Will Reflect Lower Margins And Higher Required Yield
Analysts have trimmed their price target on Naspers from approximately R5,295 to about R1,243. This reflects a more conservative stance on long term profitability and valuation multiples despite relatively stable growth expectations.分析記事 • Dec 09
Do Naspers' (JSE:NPN) Earnings Warrant Your Attention?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...ナラティブの更新 • Dec 05
NPN: Five-For-One Stock Split Will Unlock Additional Shareholder Value
Analysts have modestly trimmed their price target on Naspers to roughly $1,586 from about $1,607, as higher assumed discount rates and lower long term profit margins, partly offset by stronger revenue growth expectations and a higher future earnings multiple, recalibrate their valuation models. What's in the News Naspers Limited declared an annual dividend of ZAR 5.08 per share, payable on December 08, 2025, with an ex-dividend date of December 03, 2025, and a record date of December 05, 2025 (Key Developments).分析記事 • Nov 26
Naspers (JSE:NPN) Could Easily Take On More Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブの更新 • Nov 21
NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders
Analysts have raised their price target for Naspers, increasing the fair value estimate from R1,549.02 to R1,606.87. This change reflects updated views on modest adjustments in growth expectations and risks.分析記事 • Nov 09
Investors Appear Satisfied With Naspers Limited's (JSE:NPN) Prospects
There wouldn't be many who think Naspers Limited's ( JSE:NPN ) price-to-earnings (or "P/E") ratio of 10.2x is worth a...ナラティブの更新 • Nov 05
NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders
Analysts have revised their price target for Naspers, maintaining the fair value estimate at R1,549.02 per share. The update reflects modest changes in discount rates and future growth expectations.ナラティブの更新 • Oct 22
Analysts Boost Naspers Price Target Following Stock Split and Updated Valuation Metrics
Naspers Analyst Price Target Raised amid Revised Valuation Metrics Analysts have increased their price target for Naspers from approximately R1,480 to R1,549. They cite minor adjustments to discount rates and expected earnings multiples, which slightly boost fair value estimates.ナラティブの更新 • Oct 08
AI-Driven E-commerce And Capital Investments Will Transform Operations
Analysts have significantly lowered their price target for Naspers from R6,927.62 to R1,479.85. This change is based on updated fair value estimates and a reassessment of future earnings potential.分析記事 • Oct 03
Is Now An Opportune Moment To Examine Naspers Limited (JSE:NPN)?
Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw a decent share price growth of 19...ナラティブの更新 • Sep 24
AI-Driven E-commerce And Capital Investments Will Transform Operations
Despite analysts expressing increased confidence in Naspers’ growth strategy, improved core holdings outlook, and ongoing value-unlocking initiatives, the consensus analyst price target has edged down marginally from ZAR7002 to ZAR6928. Analyst Commentary Raised forecasts following positive updates from capital markets day presentations.ナラティブの更新 • Aug 27
AI-Driven E-commerce And Capital Investments Will Transform Operations
Despite increased forecasts following capital markets day updates and new company guidance, the consensus analyst price target for Naspers has edged down slightly from ZAR7097 to ZAR7009. Analyst Commentary Increased forecasts following capital markets day presentations and updated company guidance.分析記事 • Aug 15
Naspers (JSE:NPN) Might Have The Makings Of A Multi-Bagger
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jul 31
Naspers Limited's (JSE:NPN) Earnings Haven't Escaped The Attention Of Investors
It's not a stretch to say that Naspers Limited's ( JSE:NPN ) price-to-earnings (or "P/E") ratio of 9.2x right now seems...分析記事 • Jun 30
Naspers' (JSE:NPN) Earnings Are Of Questionable Quality
Naspers Limited ( JSE:NPN ) just reported some strong earnings, and the market reacted accordingly with a healthy...分析記事 • Jun 23
Should You Investigate Naspers Limited (JSE:NPN) At R5,235?
Naspers Limited ( JSE:NPN ) saw a significant share price rise of 23% in the past couple of months on the JSE. The...
新しいナラティブ • Apr 26
AI-Driven E-commerce And Capital Investments Will Transform Operations
Strategic investments in competitive regions and AI-driven innovations aim to enhance revenue, net margins, and operational efficiency.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | US$6b |
| Jun 30 2025 | n/a | n/a | US$6b |
| Mar 31 2025 | US$56m | US$542k | US$5b |
報酬と市場: Fabricioの 総報酬 ($USD 56.14M ) は、 ZA市場 ($USD 3.55M ) の同規模の企業の平均を上回っています。
報酬と収益: Fabricioの報酬と会社の業績を比較するにはデータが不十分です。
CEO
Fabricio Bloisi (49 yo)
1.9yrs
在職期間
US$56,144,876
報酬
Mr. Fabricio Bloisi is Member of the Supervisory Board of Just Eat Takeaway.com N.V. from October 2025. Mr. Bloisi served as President at iFood.com Agência de Restaurantes Online S.A. He was Chief Executiv...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Group CEO & Executive Director | 1.9yrs | US$56.14m | 0.022% ZAR 139.7m | |
| CFO & Director | 1.5yrs | データなし | データなし | |
| Head of Investor Relations | no data | データなし | データなし | |
| Group General Counsel & Legal Compliance Officer | 10.8yrs | データなし | データなし | |
| Group Chief People Officer | 1.9yrs | データなし | データなし | |
| Chief Business Officer | no data | データなし | データなし | |
| Global Head of Data Privacy | no data | データなし | データなし | |
| Head of Cyber | no data | データなし | データなし | |
| Global Head of Data Science & Artificial Intelligence | no data | データなし | データなし | |
| Head of Naspers Labs | no data | データなし | データなし | |
| CEO of South Africa & Executive Director | no data | データなし | データなし | |
| Chief Communications Officer | 1.4yrs | データなし | データなし |
1.9yrs
平均在職期間
52yo
平均年齢
経験豊富な経営陣: NPNの経営陣は 経験豊富 とはみなされません ( 1.9年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Group CEO & Executive Director | 2.4yrs | US$56.14m | 0.022% ZAR 139.7m | |
| CFO & Director | 1.2yrs | データなし | データなし | |
| CEO of South Africa & Executive Director | 1.2yrs | データなし | データなし | |
| Independent Non-Executive Director | 12.7yrs | US$468.00k | 0.00027% ZAR 1.7m | |
| Non-Executive Chairman | 11.2yrs | US$688.00k | 1.12% ZAR 7.2b | |
| Lead Independent Non-Executive Director | 10.2yrs | データなし | 0.00084% ZAR 5.4m | |
| Non-Executive Director | 11.4yrs | US$417.00k | 0.00089% ZAR 5.8m | |
| Independent Non-Executive Director | 22.7yrs | US$529.00k | データなし | |
| Independent Non-Executive Director | 12.7yrs | US$394.00k | データなし | |
| Independent Non-Executive Director | 6yrs | US$336.00k | データなし | |
| Independent Non Executive Director | 16.6yrs | US$375.00k | データなし | |
| Independent Non-Executive Director | 6.7yrs | US$340.00k | データなし |
10.7yrs
平均在職期間
60.5yo
平均年齢
経験豊富なボード: NPNの 取締役会 は経験豊富で 経験豊富 です ( 10.7年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/14 07:20 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2025/09/30 |
| 年間収益 | 2025/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Naspers Limited 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| John-Paul Davids | Barclays |
| Maurice Patrick | Barclays |