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EasyEquities investors with a canny eye for real value will be receptive to an oversold opportunity such as Imperial. The share price has retreated by...
Broadcom (NASDAQ:AVGO) is a leading semiconductor device supplier that announced on 11 July that a definitive agreement had been reached with CA Techn...
In my analysis on Naspers over the past year or two I have motivated for an unbundling of the video entertainment assets. In a note entitled “Marked-d...
Over time, Naspers has been a good portfolio choice for South African investors, and particularly EasyEquities investors, who have the benefit of frac...
I am looking at crazy numbers now for Sasol spot earnings with the rand having gone to R15.20/$ and with Brent crude at $79/bbl. With these two variab...
It is timely to assess Nvidia from a fundamental valuation point of view. For EasyEquities investors who are invested in Tencent indirectly through Na...
Following on from my last note, the stock has been firm on the Australia Stock Exchange and has moved up on the JSE, largely due to rand weakness. At ...
Bidcorp presents comparatively good value relative to international peers. At R290, the stock trades on a forward PE of 20x and EV/EBITDA of 12,7x. Sy...
I continue to recommend avoiding Brait. The latest results from troubled New Look don’t hold out much hope that we’ll see recovery in that company any...
As each day that goes by with Brent crude oil at above $70/bbl so the EPS effect improves. However, it really is down to pick a number on crude oil (a...

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