Trading Ideas

ANHEUSER-BUSCH INBEV – The Hangover

The Hangover by SchalkLouw on TradingView.com Bad miss from Anheuser-Busch today – Q1 vs estimates * Q1 REVENUE USD 12.59 BILLION VERSUS USD 12.77 BILLION IN REUTERS POLL * Q1 NORMALIZED PROFIT ATTRIBUTABLE TO EQUITY HOLDERS OF AB INBEV $2.52 BILLION VERSUS $2.64 BILLION IN REUTERS POLL Technically, the price graph is not looking promising, […]

Morning Note

Morning Note – 18 September 2018

SENS Summary Naspers Limited (NPN) Naspers announced its intention to list its Video Entertainment business separately on the JSE. The new company will be named MultiChoice Group Limited. Rhodes Food Group Holdings Limited (RFG) Rhodes Food Group released a trading update for the year ending 30 September 2018. Management expects headline earnings per share to be […]

Morning Note

Morning Note – 27 July 2018

GET TO KNOW YOUR JSE COMPANIES AECI Ltd (AFE) AECI released their financial results for the half year ended 30 June 2018 earlier this week. Their revenue increased by 24%, profit from operations increased by 35%, headline earnings per share increased by 19% and their interim dividend per share increased by 8% to 149 cents. […]

Morning Note

Morning Note – 20 July 2018

GET TO KNOW YOUR COMPANIES Brookfield Asset Management Inc (NYSE:BAM) Brookfield is an alternative asset manager company listed on the New York stock exchange. They released an interim report for the first quarter of 2018 ended 31 March 2018. Their revenue increased by 110%, funds from operations increased by 74% and they increased their interim […]

Morning Note

Morning Note – 18 June 2018

SENS Summary Pretoria Portland Cement Limited (PPC) PPC released a trading statement for the year ended 31 March 2018. The company advised shareholders that headline earnings per share is expected to increase by between 110% and 120%, compared to 7 cents per share in the prior corresponding period. Invicta Holdings Limited (IVT) Invicta released a […]

Morning Note

Morning Note – 15 May 2018

SENS Summary Sappi Limited (SAP) Sappi reported their second quarter results for the period ended 31 March 2018. Profit for the period increased by 13.7% to US$102 mil. and earnings per share excluding special items remained flat at 17 US cents. Lonmin Plc (LON) Lonmin published its interim results for the six months ended 31 March […]

Morning Note

Morning Note – 10 May 2018

SENS Summary Anheuser-Busch InBev SA/NV  (ANH) Anheuser released their results for the first quarter of 2018. Their revenue increased by 4.7%, driven by revenue management initiatives, their total volumes however declined by 0.2%. They reported an increase in EBITDA of 6.6% while their normalised EPS decreased to 0.73 USD from 0.74 USD in the 1st […]

Morning Note

Morning Note – 3 April 2018

SENS Summary   Group Five Limited (GRF) Group Five Limited released a trading statement for the 6 months ended 31 December 2018. The group advises that it expects to report a headline loss of approximately 779 cents per share. This represents a 151% increase in the headline loss per share when compared with the prior period. […]

Morning Note

Morning Note – 2 March 2018

  2 March 2018 GET TO KNOW YOUR JSE COMPANIES Woolworths Holdings Limited (WHL) Woolworths recently released their interim results for the 26 weeks ended 24 December 2017. Click here to view our equity report on the Company.     SENS Summary     Anheuser-Busch Inbev Sa/NV (ANH) Anheuser-Busch reported their fourth quarter and full […]

Markets & Equities

The ongoing search for diamonds in our market

I have previously said that if you want to manage a successful share portfolio, you have to follow the same basic principles as the old diamond miners who carefully had to pick through a sifting pan full of pebbles to find the ultimate reward: that ever-elusive diamond. Each investment expert has his own ‘pan’. Some […]