Trading Ideas

Shoprite looking trolley for trolley, beter everyday

$JSESHP looking trolley for trolley, beter everyday by SchalkLouw on TradingView.com We’ve all seen the latest released SA retail figures and subsequently what it’s done to the local retail company trading updates and financial results. Yes, it’s been bad! But, like my kids always tell their old man: “dad…that’s sooooo last year!!” I recently published […]

Trading Ideas

Is $JSEWHL really going to zero?

Is $JSEWHL really going to zero? by SchalkLouw on TradingView.com   This is just one of those graphs that don’t really need any comments…   Disclaimer: This publication has been issued by PSG Wealth Old Oak and does not represent the official PSG Wealth view. It is confidential and issued for the information of clients […]

Morning Note

Morning Note – 26 September 2018

SENS Summary Woolworths Holdings Limited (WHL) S&P downgraded the credit rating of WHL with effect from 21 September 2018. Due to the challenging macroeconomic and trading conditions in South Africa and structural changes in Australia, the credit rating has been revised from zaAA to zaA+. Allied Electronics Coporation Limited (AEL)   Altron released a trading statement for […]

Morning Note

Morning Note – 31 August 2018

GET TO KNOW YOUR JSE COMPANIES Woolworths Holdings Limited (WHL) Woolworths released their full year results for the 52 weeks ended 24 June 2018. Their turnover and concession sales increased by 1.6% and 2.9% in constant currency terms, headline earnings per share declined by 17.7% and the total dividend per share decreased by 23.6% to […]

Equity reports

Get to know your JSE companies: WOOLWORTHS HOLDINGS (JSE: WHL)

Woolworths Holdings Limited is a retail company that operates through six segments: Woolworths Fashion, Beauty & Home; Woolworths Food; David Jones, which is a department store clothing retailer; Country Road Group, which is a clothing retailer that includes the Witchery Group; Woolworths Financial Services (WFS), which includes financial products and services, and Treasury, which includes […]

Markets & Equities Portfolio DIY

10 shares with potential for high dividend yields

I don’t want to sound like a Masterchef contender, but we all know that you can bake an amazing bread with a relatively small piece of dough. This is possible, because prior to baking, the dough should be left to rise properly in the oven, and then baked to perfection. If you (like me) become […]

Morning Note

Morning Note – 24 August 2018

GET TO KNOW YOUR OFFSHORE COMPANIES Walt Disney Company (NSE:DIS) The Walt Disney Company is listed on the New York Stock exchange and recently released their third quarter as well as nine months earnings report for the period ended 30 June 2018. Their diluted EPS for the quarter increased by 29%, EPS increased by 18% […]

Morning Note

Morning Note – 19 July 2018

SENS Summary Woolworths Holdings Ltd (WHL) Woolworths released a trading update and further trading statement for the 52 weeks ended 24 June 2018. Group sales increased by 1.6% compared to the prior year. Headline earnings is expected to be between 15% to 20% lower than the prior year. Shoprite Holdings Ltd (SHP) Shoprite released an […]

Morning Note

Morning Note – 4 July 2018

SENS Summary Adapt IT Holdings Limited (ADI) Adapt IT notified shareholders that the group, through one of its subsidiaries, has repurchased 3.08% of the company’s share capital. Capitec Bank Limited (CPI) S&P has raised the national scale long-term credit ratings of Capitec Bank, a subsidiary of Capitec, from zaAA- to zaAA. Woolworths Holdings Limited (WHL) […]

Morning Note

Morning Note – 15 June 2018

GET TO KNOW YOUR JSE COMPANIES Redefine Properties Ltd (RDF) Redefine recently released their interim results for the six months ended 28 February 2018. Their total revenue increased by 9.6%, net asset value per share increased by 5.15% and distribution per share increased by 5.5%. Click here to download our equity report on the Company. […]

Morning Note

Morning Note – 5 June 2018

SENS Summary Compagnie Financiere Richemont SA (CFR) Richemont announced the sale of its wholly-owned subsidiary, luxury goods company Lancel. Lancel has been sold to Milan-listed luxury leather group Piquadro. The transaction has no material impact on Richemont’s balance sheet. Stadio Holdings Limited (SDO) Stadio advised shareholders that it will acquire vacant land located in Durbanville […]

Morning Note

Morning Note – 23 May 2018

SENS Summary Wescoal Holdings Limited (WSL) Wescoal 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 at least 303% to 45.5 cents per share (2017: 11.3 cents per share). The increase in profitability realised from the recent acquisition of […]

Morning Note

Morning Note – 18 May 2018

GET TO KNOW YOUR JSE COMPANIES Tsogo Sun Holdings Ltd (TSH) Tsogo is currently trading on a historic PE multiple of 8 and dividend yield of 4.48%. This is a highly cash generative business and has been consistently paying dividends since 2011. Click here to download our equity report on the Company. SENS Summary Woolworths […]

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 […]

Morning Note

Morning Note – 22 February 2018

  22 February 2018 SENS Summary   Santam Limited (SNT) SNT released a trading statement for the year ended 31 December 2017. Headline earnings will be between 29% and 34% higher than the comparative period in 2016. Earnings per share is expected to be between 35% and 40% higher.   Woolworths Holdings Limited (WHL) Woolworths […]

Morning Note

Morning Note – 7 April 2017

SENS Summary *Brimstone (BRN, BRT) Brimstone reported there Intrinsic NAV as at 31 March 2017. The fully diluted Intrinsic NAV per share was reported at R19.52 representing a discount of 30.5% to the ordinary shares. *Woolworhts Holdings Limited (WHL) JP Morgan reduced there shareholding from 5.36% to 4.07% in Woolworths.   Current Forex ZAR/USD : […]