JSE investment trusts in drive to unlock value for shareholders
The investment trusts listings on the JSE are on a drive to unlock shareholder value and decrease the discount to net asset value.
Standard of logistics in South Africa is world class
Logistics is the management of the flow of things between the point of origin and the point of consumption.
OPINION: MMH strategy finally comes closer to its target earnings
Given the poor state of JSE-listed shares, it is pleasant and heart-warming when a blue-chip company delivers on its promises.
Attacq appears to be quite undervalued
It is common these days for JSE listed shares to reach a 12-month low, and Attacq is no exception writes Amelia Morgenrood.
SHARE TO WATCH: Quilter plc is now well worth a second look
Most South African investors holding Quilter plc shares got them in the unbundling of Old Mutual in middle of 2018 … writes Amelia Morgenrood.
VIDEO: Big five market share at risk as digital banks look set to bring the onslaught
SHARE TO WATCH: Nedbank, Absa lose over 15% in 6 months, Capitec loses 18% in under 4 months, Standard Bank, FirstRand lose 15% in 6 weeks.
Peter Moyo and Old Mutual showdown has little effect on share price
I thought the leadership crisis at Old Mutual would put pressure on the share price, but it didn’t, writes Amelia Morgenrood.
OPINION: This could be an opportunity to accumulate Truworths shares
Last week, the (very short) list of companies with proper offshore success lost Truworths, writes Amelia Morgenrood.
Afrimat is a consistent performer
Afrimat's share price has been quietly ticking up - no wonder, if you read the trading statement released last week, writes Amelia Morgenrood.
OPINION: Hudaco: share price not reflective of its quality
Due to the small and mid-cap rout on the JSE, Hudaco’s share price does not reflect the quality it represents writes Amelia Morgenrood.
Investment trust discounts at historic highs
Investment trusts used to be very popular for investors on the JSE.
Pioneer Foods plagues might disappear
SHARE TO WATCH: It's not strange to see a share price back at levels of five years ago … writes Amelia Morgenrood.
Discovery puts foot on accelerator with bank launch
SHARE TO WATCH: Last week Discovery was in the news a lot with the launch of its long-awaited retail bank… writes Amelia Morgenrood.
SHARE TO WATCH: It's time for Spar to break out of the sideways band
It’s been almost four years since Spar reached the current share price of around R180 … writes Amelia Morgenrood.
Afrimat consistently delivers on promises made
Message in Afrimat’s latest interim results presentation is: “Strategically diversified to prosper in a tough environment”… writes Amelia Morgenrood.
SHARE TO WATCH: I stick to it, BAT is a good investment
The last time I wrote about British American Tobacco (BAT), the share price was around R700… writes Amelia Morgenrood.
SHARE TO WATCH: Remgro the single most attractive share on the JSE
If I had to choose only one share to invest in on the JSE, it would probably be investment holding company Remgro… writes Amelia Morgenrood.
SHARE TO WATCH: Astoria is now really worth another look
For the year to date, the all share index is down 7. 5?percent – in US dollar terms a staggering 29?percent… writes Amelia Morgenrood.
SHARE TO WATCH: Stor-Age now no longer the perennial under-dog
The company is the only JSE-listed counter in the storage business, one of only nine global listings.
OPINION: Sun International could be a highly profitable bet
SHARE TO WATCH: Minimal new investment funds have flown to the JSE in the past 18 months… writes Amelia Morgenrood.
OPINION: EOH has now turned the corner
SHARE TO WATCH: Two years ago the share price reached a high above R170, and in July in traded below R30. A fall from grace… writes Amelia Morgenrood.
OPINION: Mixed results for two Grindrod companies
Two Grindrod firms report separate earnings for the first time since the implementation of the shipping spin-off this year… writes Amelia Morgenrood.
OPINION: Room for growth in Mondi's solid stock
Mondi is a well-known international packaging and paper group, employing around 25 000 people across more than 30 countries, writes Amelia Morgenrood.
OPINION: Appeal of luxury goods a boost for Richemont
The physical appeal of luxury goods is undeniable - the leather is softer, the shoes are more comfortable writes Amelia Morgenrood.
OPINION: Reasons to back Reinet as a rand hedge bet
When the rand weakens, we tend to look more carefully at rand hedge shares, writes Amelia Morgenrood.