Markets & Equities

Buy and hold, or actively manage as times change?

I have always been fascinated by the concept of human perception, especially when it comes to the selective decision-making process of what to remember and what not. As a young man, I fell in love with the Alfa GT Junior sportscar. To me, there was no car more beautiful than that little red monster. It […]

Morning Note

Morning Note – 9 October 2018

SENS Summary Sirius Real Estate Limited (SRE)   Sirius published a trading update for the six months to 30 September 2018.Like for like annualised rental income increased by 2.6% to €79.7 million compared to €77.7 million at the start of the period. In the period the Company disposed of non-core assets and acquired a combination of […]

Morning Note

Morning Note – 3 October 2018

SENS Summary Datatec Limited (DTC)   Datatec Limited published a trading statement for the six months ended 31 August 2018. Headline earnings per share is expected to be between 0.5 US cents and 1 US cents compared to a loss of 5.8 US cents reported in the prior financial period. Group Five Limited (GRF)   Group Five […]

Morning Note

Morning Note – 16 May 2018

SENS Summary Investec property Fund Limited (IPF) Investec Property Fund published their results for the year ended 31 March 2018. As at the end of the financial year the group reduced gearing to 32.6% (2017: 33.2%), the net asset value per share increased by 2% to R17.29 (R16.94) and the board declared a final dividend of […]

Morning Note

Morning Note – 11 May 2018

GET TO KNOW YOUR JSE COMPANIES Coronation Fund Managers Ltd (CML) Coronation announced that as 31 March 2018 their total assets under management was R588 billion. Click here to download our equity report on the Company. SENS Summary Transaction Capital Limited (TCP) TCP released a trading statement for the half year ended 31 March 2018. […]

Markets & Equities

Buy and hold, or stay active as times change?

I find the concept of human perception incredibly fascinating, especially when it comes to the selective decision-making process of what to remember and what not. As a young man, I fell in love with the Alfa GT Junior sportscar. For me, there was nothing more beautiful than those little red monsters. The fact that technology […]

Morning Note

Morning Note – 6 June 2017

SENS Summary Curro Holdings Ltd (COH) Curro announced that Dr Chris van der Merwe has been appointed as the group Chief Executive Officer of Curro’s tertiary educational business (Stadio Holdings Proprietary Limited) with effect from 1 July 2017.   MMI Holdings Limited (MMI) MMI released an operational update for the nine months ended 31 March […]

Morning Note

Morning Note – 10 April 2017

SENS Summary Datatec Limited (DTC) Datatec announced the possible sale of their major share in Westcon-Comstor’s operations for an amount of more than US$800 million. This is the company’s second announcement since January 2017 with regards to the sale of their share in Westcon. The company announced that their earnings per share for 2017 is […]

Trading Updates

Trade Spotlight: Datatec (DTC)

The share price of Datatec edged 0.39% higher on Monday but failed to breakout above a resistance level, which was a previous support level. The trend is neutral in the short term as it is moving sideways within a trading range. The share price is still trading just below both the 50 and 200 day […]