Research Portal

The Young Warren Buffett of Bothaville

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Henno Nel Portfolio insights Who needs the “Oracle of Omaha” or those investors from the “Sherwood Forest” when we have our very own ...
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“Junk Status 2.0”

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South African debt market With the COVID-19 pandemic attracting all the headlines and focus from market participants and Central Banks ...
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Meds for COVID-19

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Healthcare Sector The global healthcare system has been pushed to the brink of exhaustion while the COVID-19 pandemic rages on as the world ...
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Small Caps, the little engines that can!

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Small Caps The little engines that can are usually overlooked when compared to their bigger counterparts, but some of these companies hold ...
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Bargains in the Retail bin

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Retail sector The South African retail sector has been in the bargain bin for some time now and might offer a once in a lifetime investment ...
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Airlines might be a flight of fancy, for now!

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Airliners To say that Airliners have been affected by the COVID-19 pandemic would be an understatement which spared no one locally or ...
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Moody about Banking

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South African Banking System No mood swings accepted here! But the Banking System might experience levels of discomfort last seen during ...
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When opportunity knocks on oil

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The Oil Market and Sasol Limited (SOL) The Oil market has seen it’s fair share of ups and downs, but mostly downs the last couple of weeks ...
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The people’s bank 2.0 (CPI)

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Capitec Bank Holdings Limited (CPI) The “people’s bank” has come a long way in defying the odds by innovating and changing the way we look ...
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SASOiL

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The Oil Market and Sasol Limited (SOL) The world seems to be at a turning point with the effects of COVID-19 filtering through to the ...
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Moody's Blues

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“Junk Status” They say history repeats itself and patterns are fractal? Twenty-five years ago, South Africa received Moody’s Investment ...
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A managed portfolio to outperform crisis

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We recently released a note outlining how the folks at Emperor think about investing for the long term, and that includes making investment ...
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Perspective is everything!

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Financial Market Cycles If I had a penny for every time, I heard the phrases "this is the end of the market", "a total collapse of the ...
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Investing in this time of Covid19

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We are all facing a truly unprecedented situation. The COVID-19 pandemic is affecting all of our families, businesses and way of life. We ...
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(SOL) Waiting for a lifeline

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Sasol Limited (SOL) The opening line, “I believe in miracles” from Hot Chocolate’s 1975 hit “you sexy thing” might be more relevant to ...
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Intellidex Reviews March 2020: in the news

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Each month, the investment gurus at Intellidex give us insights on the markets as well as the Exchange Traded Funds they like in a bid to ...
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Feels like the Daytona 500

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The local and international markets are moving faster than a stock car at the Indianapolis 500, and it looks like we are not making a pit ...
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SA Budget takes a backseat, US reporting season, and more

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The biggest news last week was NOT the SA Budget 2020… Although that was quite a surprise. Stocks tumbled for a 7th consecutive day on ...
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How to Vaccinate your portfolio

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It's only the second month of 2020, and the world has already averted a nuclear world war, and now we are at odds with a world epidemic ...
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Monday Market recap: Coronavirus, CPI inflation, and more

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Coronavirus still has a hold over markets as daily coal consumption in China is now down by 50% from normal levels and daily passenger ...
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Final clearance sale (Steinhoff)

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Steinhoff International Holdings NV (SNH) Emotions of pain and regret still run deep for investors who lost more than they bargained for ...
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Monday Market recap: Amazon, Mining SA, and more

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Despite the Coronavirus death toll and infection increasing; and this despite oil demand from China dropping by approximately 3 million ...
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The Billion Rand Man! (ARC)

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Mining legend and businessman extraordinaire, Patrice Motsepe, made headlines recently. Thrown in with a side of Trump fries, his ...
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Is the time right for some “Retail therapy”?

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With the economy trotting along to avoid the dust bin, our retailers saw their worst year in over two decades gauging from the general ...
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Retail therapy with Woolworths (WHL)

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Woolworths Holdings Limited (WHL) Retail therapy can come in all shapes and sizes, like a CEO resigning while you are drinking your ...
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The Beef's guide to Safeguard your portfolio

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With missiles flying back and forth, 2020 has kicked off with a “Bang” while some say World War 3 is upon us? Fact or Fiction the markets ...
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5 undervalued stocks this Black Friday

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Consumers are chomping at the bit to score that "great deal" on soft drinks and other consumables on Black Friday but we cannot ignore the ...
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Telkom, the old darling of telecoms

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Telkom SA SOC Limited (TKG) Once upon a time in a South African town not that far away, the darling of telecommunications (when it was the ...
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Refined management, new style for Sasol

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Sasol Limited (SOL) Sasol might need the “AmaGlugGlug” magic of old to return to the integrated energy and chemical company judging from ...
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#Invest market re-cap: Twitter, Tesla, and local players

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Our amazing partner at #Invest and Cartesian Capital, Anthea Gardner, has another insightful installment for our community of Easy ...
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The peoples' bank on 20% earnings increase

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Capitec (CPI) Banking! Boredom, reincarnate comes to mind when I think of banking, but that is all about to change with innovations by the ...
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What's inside the #BackTheFlag bundle

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BackTheFlag bundle link  Stimulating the economy? Check. Supporting an eco-friendly movement through your investments while donating to a ...
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The Beef's top 10 cuts

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Nowadays it feels easier to decipher the Gaussian Integral mathematical equation than picking a wining stock on the JSE from the get-go. ...
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Small Caps - JSE category

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Not to be confused with a small “head dress” but you might have heard investors talk about investing into Small Caps or Small Cap stocks? ...
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To a pulp and out (of the Top 40)

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Sappi Limited (SAP)  “Falling out” of favour might be hard for some but I am pretty sure the worlds largest manufacturer of dissolving wood ...
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Does Shoprite make the shopping list?

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Shoprite Holdings Limited (SHP) Grocery shopping does not count as “Retail therapy” but Africa’s largest food retailer's share price is ...
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FirstRand stock analysis: the race for digital dominance

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FirstRand Limited (FSR) Who would have thought banking can be made fun? The race is on for digital dominance in the local banking sector ...
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Gold: the talk of the town

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Sibanye-Stillwater Limited (SGL) Gold has become the talk of the town as global economic fears rage on the commodity sector especially ...
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Swipe for dividends: Standard Bank stock analysis

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Standard Bank Group Limited (SBK) The recent slump in the banking sector has not spared Africa’s largest lender by assets Standard Banks ...
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What's the Beef with: Richemont SA (CFR)

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Compagnie Financiere Richemont SA (CFR) They say Diamonds are a girl’s best friend? well then, a girls second best friend should be the ...
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What's the Beef with: JSE stock analysis (JSE)

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JSE Limited (JSE) The largest and oldest stock exchange in Africa, the Johannesburg Stock Exchange Limited (JSE) has seen its fair share of ...
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What's the Beef with: Naspers stock analysis (NPN)

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Naspers Limited (NPN) The date is set, and we are almost set for lift off as Prosus the latest e-commerce business offering from Naspers is ...
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US interest rate on the South African market

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U.S Interest Rate Decision and the South African market The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce ...
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What's the Beef with: a Capitec stock update (CPI)

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Capitec (CPI) Not much has changed since our last Capitec research note except, the non-executive chairman stepped down, we had National ...
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Striking Gold! An AngloGold Ashanti stock analysis

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AngloGold Ashanti (ANG) The gold rush of the 19th century is a Tale filled with triumphs, hardships and greed. These attributes still ring ...
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Our First Anniversary with InvestSure: a Round-Up

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Wait a minute!... Insurance for my investment? Yes, you heard right, with InvestSure you can insure shares (in companies) trading on the ...
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Elections & Protecting Your Portfolio: Rand Hedged Stocks

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As the saying goes, in this world nothing is certain, except “Volatility and Elections.” Yes I made that up, but the one certainty we have ...
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Your Investment Portfolio and the 2019 Elections

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“In politics… never retreat, never retract…never admit a mistake” - Napoleon Bonaparte. These words spoken centuries ago still rings true ...
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What's the Beef with: Capitec (CPI)

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Capitec (CPI) The year is 2001 and much like the original “Fab Four” back in the day major banking in South Africa thought it would live on ...
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EOH Holdings Limited sell-off: touching base

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EOH Holdings Limited (EOH) Riddled with dodgy Government deals, EOH, once the golden child of the market has lost its lustre over the last ...
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South African Interest Rate Decision - March 2019

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The South African Reserve Bank (SARB)'s monetary policy committee will announce its interest rate decisions today at 15h00 SAST. Here is ...
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Ingham stock analysis on Naspers (JSE:NPN)

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 As we near Christmas, it is timely to revisit the JSE’s largest stock by market capitalisation, namely Naspers. You can’t escape this R1.2 ...
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"Buy-back complete and special dividend announced" - MN Ingham

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The mining behemoth has completed a significant share buy-back, for which there was strong shareholder demand. BHP has also announced a $1 ...
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"Maintaining discipline" - MN Ingham

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 BHP held a meeting with analysts on 21 November to update the market on capital allocation. The outlook is positive, and BHP remains the ...
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"Insure, to be sure" - MN Ingham

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I recently issued a note on Discovery and thought it timely to update the Easy Equities community on my latest thoughts on another insurer, ...
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Banking on innovation

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As the latest banking initiative shows, Discovery continues to evolve organically, happy to embrace change and capitalise on the innovative ...
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What's the Beef with: Clover Industries Limited (CLR)

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Clover Industries Limited (CLR) Clover is “Krushing” it right now and if the F18 earnings release is anything to go by then this consumer ...
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"Focused commodity exposure" - MN Ingham

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Further to previous analysis, Mark still thinks BHP has solid fundamentals and in these jittery stock market times remains one of the ...
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"Sitting pretty at $80 a barrel" - MN Ingham

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 As a shareholder in Sasol, you doubtless wince at the filling station whilst filling your motor car with 93 unleaded at R16.85 per litre ...
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Value ahead of Motus unbundling - MN Ingham

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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 ...
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DStv appearing live on the JSE

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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 ...
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Naspers outperforms Tencent of late

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Over time, Naspers has been a good portfolio choice for South African investors, and particularly EasyEquities investors, who have the ...
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Spot 2020 EPS Edges Closer to R100

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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 ...
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Cash Flush - BHP

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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 ...
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What's the Beef with: BHP Billiton (BIL)

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BHP Billiton (BIL) BHP Billiton a diversified miner, multi listed stock and all-round power house of the JSE Top 40 has recently released ...
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Bidcorp stock offering attractive comparable value

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Bidcorp presents comparatively good value relative to international peers. At R290, the stock trades on a forward PE of 20x and EV/EBITDA ...
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Mind the Gap - Brait

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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 ...
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Pick a number - Sasol

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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 ...
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Down to Earth with a Thump

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I’ve had a Sell recommendation on Woolworths for a long time. Well-known brand names don’t always make for the best of investments if ...
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Long4Life: It's all the Rage

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It has been an active time for Brian Joffe’s latest venture Long4Life since listing on the JSE on 7 April 2017. The Group, which takes as ...
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Forward Spot EPS surges

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When filling up your car, remember that the basic fuel price is affected by the Mediterranean and Singapore or Mediterranean and Arab Gulf ...
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Catching a Falling STAR?

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There remains the question of stock overhang. Steinhoff has a 71% shareholding and is a forced seller. To put that in context, that is R37 ...
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Preferred exposure in telecos

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In previous analyses on telecommunications stocks I have advised that listed companies such as Vodacom, MTN, and Telkom, should be treated ...
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Q1 Tencent results due 16 May

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Tencent, now 31,2% owned by Naspers after selling 190 million shares or 2% of the 9,5 billion Tencent stock in issue, is reporting ...
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Infographic: EasyEquities research portal insights

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We've got some interesting insights from our EasyCommunity, on the different instruments and shares you have bought. In this infographic, ...
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Significant progress in a short time

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Lifestyle Group Long4Life reported a fine set of result for the eleven months ended 28 February 2018. The company listed listing on the JSE ...
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Ciao private equity, hello (again) JSE

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EasyEquities clients can look forward to an attractive new addition to their investment options. Subject to the usual caveats and market ...
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Keeping calm in taxing times

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With April underway, topics concerning us all included a higher rate of VAT in South Africa, a trade skirmish started by the Trump White ...
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Rallying round

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In my recent strategy note on banks (see “Mind the Gap” dated 20 March) I assessed only the big four banks, excluding Capitec as it has ...
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Progressive dividend hard to justify

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What was noteworthy about the 2017 annual result was a return to a “progressive” dividend policy, the sort of policy that hit a buffer once ...
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Listeriosis Infiltrates HACCP

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For many South Africans, polony, among other processed meats, is a staple foodstuff that is affordable and nutritious. The presence of a ...
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Keeping in Good Company with Your Equities

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What a difference a few weeks makes. The political landscape has shifted, South Africa has a new State President, there is a new dawn and ...
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Strengthening Fundamentals - M Ingham

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Since my last note on Anglo American dated 16 February (see “South African political tailwind”) the company has reported a pleasing set of ...
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Undervalued Offshore Opportunity on Rand Strength

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Bidcorp, the international foodservice specialist, reported good underlying constant currency results for the six months ended 31 December ...
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South African Political Tailwind

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A week is a long time in politics, a quote attributed to British Prime Minister Harold Wilson. In South Africa, the winds of political ...
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A Hedged Half

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Harmony produced a very solid set of interim results for the six months ended 31 December 2017. The result exceeded my earlier expectation ...
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Bid-divest

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If you want an example on the JSE of the shift in political mood, Bidvest, among others, fits the bill. The stock price has been almost ...
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Holding the line by M N Ingham

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Vodacom released a reasonable Q3 F2018 trading update but there is little fundamental reason to warrant a valuation upgrade. I tend to view ...
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Mispriced - by M N Ingham

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Mr Price is a good apparel retailer that is mispriced. After climbing by 37% since the end of November and by over 60% in six months the ...
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CoreShares Global Dividend Aristocrats ETF

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We love ETFs here at EasyEquities, and we are very pleased to welcome a new member to the ETF family, the Global Dividend Aristocrats ETF ...
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Expensive, even at $74/ton spot iron ore - Kumba Iron Ore by M N Ingham

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Kumba is now significantly overvalued on a fundamental evaluation. Despite easing back to around R350 per share from highs above R400 a ...
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Mischievous rumblings or grains of truth? - by M N Ingham

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The now infamous Viceroy have a cloak-and-dagger modus operandi within a guise of anonymity that disregards common professional scruple. ...
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Earnings in Davy Jones' locker - by M N Ingham

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I’ve had a Sell recommendation on Woolworths for some time. In fact, three years back I advised that “Woolies has its hands full with its ...
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Trump's gift to Sasol - by M N Ingham

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In December, US President Donald Trump signed into law H.R. 1, originally known as the “Tax Cuts and Jobs Act.” There are major changes to ...
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Music to your ears - Naspers by M N Ingham

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Tencent, 33,3% owned by Naspers, is not short on corporate activity or pipeline. Spotify, a leader in music streaming, and Tencent Music ...
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“Politics-proofing your portfolio” M N Ingham

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The 54th ANC national conference runs from the 16th to the 20th of December. A new ANC president is to be elected. The difference between ...
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Mark Ingham: Still value left, but it’s eroding fast at shuttered-up Steinhoff

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Mark Ingham: Still value left, but it’s eroding fast at shuttered-up Steinhoff "It becomes obvious early during this interview that ...
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Looking at Liquidity - Steinhoff

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The latest ad hoc announcement from Steinhoff has two components – one which begs more questions than it answers relating to the validity ...
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"Glamorous goodies:" Richemont fundamental analysis

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 In the past year, Richemont took some internally disruptive measures to make sure that the Group remains top of its game in luxury goods. ...
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"Glamorous goodies:" Richemont fundamental analysis

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 In the past year, Richemont took some internally disruptive measures to make sure that the Group remains top of its game in luxury goods. ...
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