Morning Note

Morning Note – 10 October 2018

SENS Summary Zeder investments Limited (ZED)   Zeder published their interim results for the six months ended 31 August 2018. Headlie earnings per share increased to 30.3 cents per share (2017 H1:4.3 cents per share) and the sum of the parts value per share decreased by 15% during the reporting period to R6.67. AfroCentric Investment Corporation […]

Morning Note

Morning Note – 2 October 2018

SENS Summary Zeder Investments Limited (ZED) Zeder published a trading statement for the six-month period ended 31 August 2018.Headline earnings per share is expected to be between 29.9 cents and 30.7 cents per share, or between 595% and 614% higher than the 4.3 cents reported in the prior period. The Group’s sum of the part […]

Morning Note

Morning Note – 25 September 2018

SENS Summary Zeder Investments Limited (ZED) Zeder advised that its subsidiary, Capespan Group Limited, has disposed of its entire shareholding in Jong Wing Wau for approximately R1.17 bn. Standard Bank Group Limited (SBK)   Allan Gray has increased their stake in Standard Bank to 5.02% of securities in issue. Current Forex ZAR/USD : 14.37 ZAR/GBP : 18.85 […]

Morning Note

Morning Note – 17 September 2018

SENS Summary Investec Limited (INL) Investec have announced that the Group will separately list and de-merge Investec Asset Management (IAM). Hendrik du Toit will run IAM. The de-merger and listing are expected to be complete in 12 months. Pan African Resources PLC (PAN) Pan African released a trading statement for the year ended 30 June […]

Morning Note

Morning Note – 14 August 2018

SENS Summary Curro Holdings Limited (COH) Curro released their results for the six months ended 30 June 2018. Revenue increased by 18% to R1 242m, EBITDA was 31% higher from R255m to R335m and headline earnings per share rose by 22% to 33.6 cents per share. Santam Limited (SNT) Santam released a trading statement for […]

Morning Note

Morning Note – 28 June 2018

SENS Summary PSG Group Ltd (PSG) Executive (PJ Mouton) and non-executive (JF and JJ Mouton) purchased 100 000 PSG shares to the value of R21 203 130 in the market on Tuesday. EOH Holdings Limited (EOH) EOH confirmed that the creation of two independent business under EOH Holdings will be completed by 1 August 2018. The ICT […]

Morning Note

Morning Note – 25 June 2018

SENS Summary Naspers Limited (NPN) Naspers released their full year results for the year ended 31 March 2018. Consolidated revenue increased by 9.55% to US$6.7bn, core headline earnings increased by 72% which includes the gain on the disposal of a 2% interest in Tencent Holdings and the annual gross dividend increased by 12% to 650 […]

Morning Note

Morning Note – 20 June 2018

SENS Summary Grindrod Limited (GND) Grindrod issued a trading statement for the six months ending 31 June 2018. The company advised shareholders that total earnings per share is expected to increase by more than 100%. The improvement is due to the foreign currency translation release as a result of the spinoff of the Shipping business. Zeder Investments […]

Morning Note

Morning Note – 1 June 2018

GET TO KNOW YOUR JSE COMPANIES Barloworld Ltd (BAW) Barloworld recently reported their interim results for the six months ended 31 March 2018. Their revenue increased by 1%, total HEPS increased by 32% and they declared an interim dividend of 145 cents per share. Click here to download our equity report on the Company. SENS […]

Morning Note

Morning Note – 20 April 2018

GET TO KNOW YOUR JSE COMPANIES Zeder Investments Ltd (ZED) Zeder released their full year results for the year ended 28 February 2018 on the 17th of April. Click here to view our equity report on the Company.​ SENS Summary PSG Konsult Limited (KST) PSG Konsult reported their full year results for the year ended […]

Morning Note

Morning Note – 18 April 2018

SENS Summary Cashbuild Limited (CSB) Cashbuild reported a third quarter operational update for 2018 financial year. Revenue for the third quarter increase by 7%, like for like revenue increased by 2%. Selling inflation was 2% at the end of March. Gross profit margins remained at similar levels. Vunani Limited (VUN) Vunani released a trading statement […]

Morning Note

Morning Note – 13 April 2018

GET TO KNOW YOUR JSE COMPANIES Sanlam Ltd (SLM) Sanlam recently released their full year results for the year ended 31 December 2017. Click here to download our equity report on Sanlam Ltd. SENS Summary Allied Electronics Corporation Limited (AEL) Altron released a trading statement and business update for the year ended 28 February 2018. […]

Financial Planning Portfolio DIY

Following a focused investment strategy in 2017

The fact that the FTSE/JSE All Share Index barely delivered any returns in the last two years, shows us that when it comes to managing a personal share portfolio, it’s often wise to stick to specific themes. The easiest way to do this, is to manage your share portfolio in the same way that you […]

Markets & Equities

Company Report: Zeder (ZED)

Zeder released their results for the year ended 29 February 2016. Headline earnings increased by 66% to 36.5c per share. The total dividend came in at 9c up 64% year on year. As at the end of the financial year, the SOTP (Sum of the Parts) value per share decreased by 13% to R8.03. The […]