Stock Watch

You've seen the business news, got the gist of the bourses and heard what the country's top CEOs have to say. It's now time for some in-depth markets analysis.

This half hour show was the first of its kind in the business TV market in South Africa – every night our anchors are joined by two markets experts who tell you what shares to be buying, holding or selling.

An Arena Holdings production.

Keywords: money, opportunity, business plan, business ideas, business news, income, financial news

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Aspen and Netcare

Ricus Reeders from PSG Wealth Sandton chose Aspen​ as his stock pick of the day and Neelash Hansjee from Old Mutual Investments chose Netcare.

Reeders said: "My pick is Aspec, technically it had a very nice breakout today, so technical target is probably about R210 on that. One of their problems is growth and the market certainly, if you take a look at the share price also thinks that it is going to come right, so it's a bit of a risky one but I like the picture at the moment."

Hansjee said: "My pick is Netcare, something unexciting but one interesting point, because the third wave is you seemingly under control, you're getting the vaccination drive coming through and hospitals can benefit from a return to normalization. More occupancies and then the return to elective surgeries."

Naspers and Merafe Resources

Wayne McCurrie from FNB Wealth & Investments chose Naspers as his stock pick of the day and David Shapiro from Sasfin Securities chose Merafe Resources.

McCurrie said: "Going for Naspers, I think they will backtrack when they when they see the market reaction because they are clearly as David said earlier aware of the market and aware of of the reactions and they need big tech. There's lots of reserve in the Naspers share price to put it another way, there's lots of inherent value there if all of the other investments come to fruition over time."

Shapiro said: "You have to look at Marefe, they came out with their results and I always like to go through numbers, the share's trading at 80 cents, I think it's up to 90 now. They have got 700 or almost 800 million rand on the balance sheet in cash, the market cap is only about 2 billion or just over so that's 30,35 to 40% in cash the earnings from a massive minus number last year it's suddenly gone up to around 23, so if that was for the half year and they doubled it the shares are on a 2PE, I can't find anything to counter it so, if anybody wants a wild punt and it's only for a few bob, this has got to be that."

Farmland Partner Pref Shares and Anglo American

Drikus Combrinck from Capicraft chose Farmland Partner Pref Shares as his stock pick of the day and Nesan Nair from Sasfin Securities chose Anglo American.

Combrinck said: "We've positioned ourselves in some floating rate corporate jets in the us, so when rates do go up you get more yield. The fixed yields are absolutely too low and one that we've picked up is called Farmland Partners. It's the preference share and farmland partners is yielding about 6% percent at the moment."

Nair said: "I'm going to be a little bit more conventional and a little bit more traditional. I agree with the view on the Anglo-American play and I think Anglo American with that R200 dividend from Amplats and now you're R70 dividend from Kumba, Anglo American is going to be sitting with tons and tons of cash, not quite sure how they are going to deploy it but right now I think Anglo American is looking very cheap at current spot metal prices."

Aspen and Impala Platinum

Karl Gevers from Benguela Global Fund Managers chose Aspen as his stock pick of the day and Alex Duys from Umthombo Wealth chose Impala Platinum.

Gevers said: "I'll pick Aspen, the capacity utilization is one of the big stories for Aspen. Returns have declined with acquisitions but from current levels I believe that returns can increase and this vaccine story is already one area where they can fill that capacity that they have."

Duys said: "I was quite encouraged by Anglo American Platinum's results today, obviously it was expected to be good but specifically the special dividend that was announced and money being returned back to shareholders is the key theme."

Afrimat and BAT

Independent Analyst Chris Gilmour chose Afrimat as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose British American Tobacco.

Gilmour said: "Well I'm sticking with a little tried and tested favourite Afrimat, if I look at that iron-ore price and I do believe that that is sustainable"

Smit said: "'I'm going go a bit more defensive, I'm going to go for British American Tobacco, I think the new generation products are doing okay, they're swapping the guys towards that over time and that's your risk if they can do that successfully over time. But in the meantime you earn eight percent dividend yield at a PE multiple of eight."

ASML and Naspers

David Shapiro from Sasfin Securities chose ASML as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Naspers.

Shapiro said: "Just SAML, my best company with incredible results out in Amsterdam today. They are just pumping, they make the machines that make chips so just a wonderful result and I still think there's upside."

McCurrie said: "I'm going for Naspers, the shares are down 11% year on year which is astonishing for Naspers, then buy the Naspers and swap it out for the Prosus, I think there is some upside there, just remember if you do sell it out and take the Prosus it's a tax event and just make sure you understand the implications."​

Mastercard and Haidilao

Deryck Janse van Rensburg from Anchor chose Mastercard as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Haidilao.

Janse van Rensburg said: "My stock pick tonight is going to be MasterCard, obviously we saw a sell off of it last night but things are starting to pick up and I think this is very much based on the fact that economies and geographical boarders are going to start to open up."

Verster said: "I'm picking a company listed in Hong Kong, it's a major restaurant chain called Haidilao. What makes them different from others is their service, they give you free snacks while you wait to enter the restaurant, because they are so popular and you can get a manicure or a pedicure while having your hot pot."

Qualcomm and SA Banks

David Shapiro from Sasfin Securities chose Qualcomm as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose SA Banks.

Shapiro said: "I'm going for Qualcomm simply because Bloomberg pointed it out as one of the 10 shares to watch.

McCurrie said: "I'm repeating myself from last week, SA Banks you are buying at a 6% to 8% forward dividend yield one year out, that's properly

Tencent and Life Healthcare

Karl Gevers from Benguela Fund Mangers chose Tencent as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Life Healthcare.

Gevers said: "Even though it's a Chinese stock I'm going with Tencent. You can buy it at a discount through Naspers but whether that discount will diminish over time is the question. Tencent itself has come under pressure with the regulatory requirements and has risk in China and it's comeback about 30% from its high in Feb. I think at current levels you are compensated for that risk."

du Toit said: "I'm going for Life Healthcare so the business is basically 60% South African hospital business and then 40% of the business comes from a BMI scanning business in the UK. I think the hospital stocks have been hard during the Covid crisis and we do see the earnings starting to recover now as the vaccine rollout continues."

Anglogold and Mediclinic

Nick Kunze from Sanlam Private Wealth chose Anglogold as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic.

Kunze said: "We're looking at Anglogold, I have mentioned it once or twice before, it's a difficult stock pickers market out there but for us it's cheap, it's a single digit PE, it's almost at its 52-week low, it's down 70% year to date. A lot of inflation numbers coming up this week with CPI and PPI in the US and I think it's just a little bit of a hedge for us in case we get a kick up in inflation."

Smit said: "I'm going with Mediclinic, I picked it last week as well, but just once again to reiterate, the vaccines in Switzerland is far better than what the numbers are here, the Middle East as well. So they're sitting with basically about 60% of their businesses in first world countries, so it's a bit of a rand hedge from where the currencies are at the moment."

Mediclinic and Nedbank

Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic as his stock pick of the day and Alex Duys from Umthombo Wealth chose Nedbank.

Smit said: "I'm going for Mediclinic, we haven't spoken about them for some time. I just think there's life after Covid, these hospital groups are prices for depression and I think there some upside in some of them.

Duys said: "Even though we've seen a recovery in the banking space, my pick is Nedbank and you're looking at around a 9% dividend yield 18 months from now."

SA Banks and Diageo

Wayne McCurrie from FNB Wealth & Investments chose SA Banks as his stock pick of the day and David Shapiro from Sasfin Securities chose Diageo.

McCurrie said: "I'm going back to the good old favourites, they've come under a bit of pressure recently but are up again today. Go for the South African banks, the increase in earnings that they're going to show this year is going to be astonishing, because they're way over provided for bad debts and you're going to see a very high growth in the dividend payouts as well. So go for an SA bank."

Shapiro said: "I was looking for a British listed beer company you know, the equivalent of AB InBev or Heineken but I couldn't find it, so my proxy is Diageo. The only reason is I think that England are going to win the Euro the Brits are going to drink themselves into a stupor"

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