4 October 2018
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...
27 September 2018
Broadcom (NASDAQ:AVGO) is a leading semiconductor device supplier that announced on 11 July that a definitive agreement had been reached with CA Techn...
19 September 2018
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...
12 September 2018
Over time, Naspers has been a good portfolio choice for South African investors, and particularly EasyEquities investors, who have the benefit of frac...
6 September 2018
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...
6 September 2018
It is timely to assess Nvidia from a fundamental valuation point of view. For EasyEquities investors who are invested in Tencent indirectly through Na...
31 August 2018
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 ...
23 August 2018
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...
10 August 2018
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...