Morning Note

Morning Note – 18 April 2017

SENS Summary Mediclinic International plc (MEI) Mediclinic released a trading update highlighting the following matters for their various operating platforms:​ Hirslanden (Switzerland): ​ Revenue increased with 3.5% EBITDA increased to 20% (19.7% in 2016)   South Africa: ​Revenue increased with 6.8% EBITDA decreased marginally to 21% (21.4% in 2016) (Due to higher price increases on […]

Morning Note

Morning Note – 13 April 2017

SENS Summary PSG Group Limited (PSG) PSG released a trading statement yesterday for the year ended 28 February 2017 which stated: Sum of the parts (SOTP) value per share of R240.87 is 29% higher since Feb 2016. Recurring headline earnings will increase between 16.8 and 18%. Headlines earnings will increase between 49.4 and 50.9%. Attributable […]

Morning Note

Morning Note – 12 April 2017

  SENS Summary Sirius Real Estate Limited (SRE) Sirius released a trading statement yesterday, highlighting the following points: Occupancy increased to 81% (80% in 2016). Their operating platform in Germany proves to be a resilient investment. Their rental income increased to over €70 mil (€60.5 mil in 2016). Contributing to this amount is their new […]

Financial Planning Podcasts

Schalk Louw via Moneyweb Radio: Finansiële nuwejaarvoornemens vir 2017

Luister hier na 5 stappe wat jou kan help met jou finansiële nuwerjaarvoornemens vir 2017 Schalk Louw, Portefeuljebestuurder by PSG Wealth Old Oak, Bellville Met dank aan Moneyweb

Podcasts

Schalk Louw via Moneyweb Radio: Die vooruitsigte van JSE genoteerde eiendomsgroepe met blootstelling aan Brittanje

Luister hier na die vooruitsigte van JSE genoteerde eiendomsgroepe met blootstelling aan Brittanje Schalk Louw, Portefeuljebestuurder by PSG Wealth Old OaK, Bellville Met dank aan Moneyweb

Economy Podcasts

Schalk Louw via Moneyweb Radio: Die implikasies van die jongste politieke en ekonomiese verwikkelinge vir beleggers

Luister hier na die implikasies van die jongste politieke en ekonomiese verwikkelinge vir beleggers Schalk Louw, Portefeuljebestuurder by PSG Wealth Old OaK, Bellville. Met dank aan Moneyweb

Financial Planning Markets & Equities

Finweek Money Matters Interview: How to actively manage your investment portfolio

The first quarter of the year has been characterised by market volatility, uncertainty over the local and global economic outlook, and local political risk factors that have influenced the performance of equity and bond markets. Joining CNBC Africa to discuss investment strategies in the current environment is Schalk Louw, Portfolio Manager at PSG, and Nerina […]

Economy

Finweek Money Matters: Where does SARB’s rate hike leave the SA economy?

The South African Reserve Bank announced its decision to hike interest rates by 25 basis points recently, and there may be more to come. Alex Smith, Economist at FNB and Schalk Louw, Portfolio Manager at PSG Wealth discuss what this means for the economy and if you should think differently about your investment strategy. finweek […]