In this Issue: Bargain at over 30% discount Globally, investor sentiment is at a low, investors on the JSE are no different. They are faced with the same issues and risks as global investors but with the added risks locally. It’s not easy being optimistic enough to deploy...
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In this Issue: The hunt for yield in an upside-down world A tax efficient way to invest in property stocks The hunt for yield and aversion to risk is causing something we have never seen before. Interest rates and bond yields are falling globally and have turned negative. You...
In this Issue: Here’s why this unbundling is great for SA Investors Prosus will be the third largest company listed on the Euronext Amsterdam You need to own Naspers on 12 September (Ex-div date) to qualify for Prosus shares or additional Naspers shares. For a lot of investors,...
EOH is trading at a 50% discount to its NAV even after jumping 14% yesterday. Traders who are short and investors who dumped stock to sit on the sidelines, can’t wait and risk a massive rally as its results are released this morning. Investors have dumped this stock market...
On listing day, in September 2014 its share closed 75% higher from the IPO price of R2, the next day saw it close another 28.85% up. Investors clambered for stock in the “new kid on the block” asset manager pushing it higher week after week. After 6-month investors who...
On Friday Firstrand (JSE: FSR) released a positive trading update indicating earnings will be up over 22% on the back of its final payment for the Discover Card transaction. This R2.3 billion is a welcomed boost for FSR as its operational earnings growth has matured and grows steadily in...
With just 12 days left of the Tax year and the budget speech next week, this is the time of year, that you should be evaluating your investments and retirement savings and maxing them out as much as you can. While many people know they should be saving more...
The Rand has been one of the strongest EM currencies in the past few weeks, but the strength will be short lived. The Rand has been boosted by a dovish FED, an ECB trying to balance monetary policy and economic growth, and the easing of Trade war fears. But...
Dischem (DCP:JSE) has pulled back considerably in the past two weeks to its May 2018 low. This isn’t on any company specific news but a broader sell off in the related retail stocks following lacklustre results. Clicks trading update for the 20 weeks to 13 Jan 2019 weren’t fireworks...
AB InBev (ANH:JSE) is bottoming out above R1,000 per share after making its high a little over R2,000 in Feb 2016. Looking at the European listing, the share has only been this oversold twice before and both times a massive rally followed. The downward spiral is as a result...