Trading Ideas

Y’ello…look who’s back

Y’ello…look who’s back by SchalkLouw on TradingView.com MTN definitely back on the radar. After a few years of constant bad news, good news lately pushed the share price above its diagonal resistance line, which started in January 2018. Over the shorter term, the 14 day RSI are indicating that $JSEMTN are extremely overbought. Should the […]

Markets & Equities

Dividends are key

We all have that one thing or event that can take you right back to some of the best times in your childhood. I have plenty, but one that will always stand out is playing board games with my family at the dinner table during holidays. Unlike most families, we didn’t play Monopoly or Trivial […]

Morning Note

Morning Note – 8 October 2018

SENS Summary Tongaat Hulett Limited (TON) Tongaat published a trading statement for the six months ended 30 September 2018. Headline earnings per share is expected to be below 230 cents, a reduction of at least 60% when compared to the HEPS of 574 cents for the comparative period. Intu Properties Plc (ITU)   Intu properties has […]

Morning Note

Morning Note – 21 September 2018

GET TO KNOW YOUR COMPANIES African Rainbow Minerals (JSE:ARI) African Rainbow Minerals reported their provisional results on the 7th of September 2018. Excluding certain one-off items, headline earnings per share increased by 20%. The group declared a final dividend of 750 cents per share, bringing the cumulative dividend for the year to 1 000 cents […]

Morning Note

Morning Note – 7 September 2018

GET TO KNOW YOUR JSE COMPANIES MTN GROUP Ltd (MTN) On 29 August 2018 MTN Nigeria received a letter from the Central Bank of Nigeria (CBN) claiming dividends amounting to US$1.8bn repatriated from Nigeria needed to be refunded.  Click here to download the full report. SENS Summary Capitec Bank Holdings Limited (CPI) Capitec released a […]

Equity reports

Get to know your JSE companies: MTN GROUP LTD (JSE: MTN)

MTN Group Limited is a mobile operator that offers consumer, digital and business services. It operates in three regions: South/East Africa (SEA), West/Central Africa (WECA) and the Middle East and North Africa (MENA). On 29 August 2018 MTN Nigeria received a letter from the Central Bank of Nigeria (CBN) claiming dividends amounting to US$8.1bn repatriated […]

Morning Note

Morning Note – 30 August 2018

SENS Summary Mr Price Group Limited (MRP) Mr Price released a trading update for the first four months of the financial year ending 30 March 2019. Total Group sales increased by 6.6 %. Retailing selling price inflation, including the impact of product mix changes and lower markdowns, was 4.2%. The retail environment is expected to […]

Morning Note

Morning Note – 10 August 2018

GET TO KNOW YOUR COMPANIES Sanofi SA (PAR: SAN) Sanofi, a healthcare company listed on the Paris Stock Exchange, released their results for the second quarter ending 31 July 2018. The group announced that the performance is in line with their expectations. On a constant currency basis their sales increased by 0.1% and EPS increased […]

Morning Note

Morning Note – 16 July 2018

SENS Summary MTN Group Limited (MTN) MTN disposed of its 100% stake of MTN Cyprus to Monaco Telecom S.A. for approximately R4.1bn. Stenprop Limited (STP) Stenprop has acquired Estuary Court, an industrial estate in Newport, South Wales, for £3.1 million, which reflects a net initial yield of 7.6%. Current Forex ZAR/USD : 13.24 ZAR/GBP : […]

Morning Note

Morning Note – 8 March 2018

SENS Summary   Sanlam Limited (SLM) Sanlam reported their full year results for the year ended 31 December 2017. The group’s equity value per share increased by 10% to R59.40, diluted headline earnings per share decreased by 1% to 481.3 cents per share (2016: 488.1 cents per share) and the dividend per share increased by […]

Morning Note

Morning Note – 5 March 2018

  5 March 2018 SENS Summary     MTN Group Ltd (MTN) MTN released a trading statement for the year ended 31 December 2017. The company advised shareholders that headline earnings per share is expected to be between 170 cents and 190 cents per share. This compares with a headline loss of 77 cents per […]

Morning Note

Morning Note – 30 May 2017

SENS Summary Mr Price Group Limited (MRP) Mr Price released results for the year ended 1 April 2017. Their diluted HEPS decreased by 10.4% (This is the group’s first earnings decrease in 16 years), diluted EPS decreased by 15.5%, Revenue decreased 1.2% and their annual dividend per share remained the same at 667 cents.   Reunert […]

Economy Markets & Equities

How to do what the big shots are doing

Some of the most interesting things in my weekly columns aren’t necessarily the data and figures I supply, but rather the little wisdoms that come with them. I recently read through some of my old reports and I found it quite striking how many times I have mentioned my two (then very young) daughters in […]

Economy Financial Planning Portfolio DIY

Building your portfolio like a pro – Part 2

I always try to provide my clients with as many tools and aids as possible whenever I release a report, in order to help them to make the best possible decisions regarding their investment portfolios. This also encourages me to go back in time every now and then, to evaluate which models and tools were […]

Trading Updates

Trade Spotlight: MTN Group (MTN

The share price of MTN Group added 0.16% on Tuesday and remains above a key support level. The share price, however, is still trading just below both the 50 and 200 day moving averages and the long term trend remains bearish. Both the stochastic and RIS indicators are trading close to oversold levels to suggest […]

Trading Updates

Trade Spotlight: MTN Group (MTN)

Could this be the start of the next meaningful rally for MTN? The share price of multinational telecommunications group MTN gained 3.89% on Wednesday to retest the resistance at the 13450c level. The share price is trading within a narrow symmetrical triangle chart formation. Should the share price break out and close above the resistance […]

Markets & Equities Trading Updates

Trading Idea: MTN Group Ltd (BUY – R171.53)

MTN Group Limited (MTN) is a telecommunications service provider. The Company offers a range of communications products and services to its customers. The Company has operations in around 22 countries across Africa and the Middle East. We have seen a decline of more than 33% in MTN’s share price since achieving its all-time high on […]

Markets & Equities Portfolio DIY

A team that can score and defend

With exciting prospects of a Rugby World Cup later this year, I was encouraged to show that I too can choose a winning team for the moderate investor. I won’t be using rugby players, of course, but rather investments that you can consider when building your own balanced portfolio. Props They are usually the heaviest […]