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12
DEC

Market Wrap - Stock Pick — Richemont

Imtiaz Suliman from Sentio Capital chose Richemont as his stock pick of the day.

"I'm going with Richemont, we've seen that Richemont has come back following the latest result in November. But I think on the back of strong global markets going forward, the sort of dampening down of the riots in Hong Kong - which they (Richemont) do have a big exposure to, that would be positive. They're also investing quite a bit in terms of the online segment which is the YOOX NET-A-PORTER, and that should bring a whole new segment and for them in particular."
10
DEC

Market Wrap - Stock Pick — Nepi Rockcastle

Grant Gilburt from Nedbank Private Wealth chose Nepi Rockcastle as his stock pick of the day.

"So given the elevated international equity markets, my concerns are on the local economy and I'm going for Nepi Rockcastle. A retail REIT, focused predominantly Romania and Poland. It's giving you a 7.5% in Euro and it should grow at 6%. Given all the uncertainties in the world, I think this is a safe place to be."
09
DEC

Market Wrap - Stock Picks — Standard Bank and Old Mutual

Steven Schultz from Momentum chose Standard Bank and Old Mutual as his stock picks for the day. "My stock pick this evening, if you can ignore your generator for a moment and take a bit of a positive view on South Africa and the two stock picks are Standard Bank and Old Mutual both very correlated to the South African economy. I think it's no secret consumers are under tremendous pressure which is causing massive dislocations in terms of valuations. If we could get a little bit of good news in to the South African consumer and SA Inc I think Standard Bank is probably the best valuation out of the big four or five listed banks. It trades at a forward p/e or for price-to-book rather of 1.5 and versus long-term 1.6, 1.7. Target price probably suggests around 200 or trades at 164."
05
DEC

Market Wrap - Stock Pick — TFG

Andile Buthelezi from Sentio Capital chose The Foschini Group as his stock pick of the day.

"I'm going with TFG today, look the South African macro environment is tough and it is probably not going to improve anytime soon going into 2020. TFG is probably being painted with the same brush as some of the other retailers but I would argue that TFG is potentially a bit more defensive geographically they've been a bit more diversified, so the yes they've got the SA exposure but they've also got the UK business and as we saw in the last result, the Australian business is also doing quite nicely. The South African business side benefit from the fact that around 22% of their production is domestically produced and they're looking to take the number up to 50% so it gives them nice flexibility in terms of if there's new fashion trends they can quickly react to that. Over and above that we've got decent exposure to the athleisure segment so via the Totalsports and Sportscene division. We've seen how structurally globally that's a that's a growing segment so Foschini has nice exposure to that. If you put all of these aspects together and you have the patience to wait it out, throughout this tough period I think at these levels is probably worth nibbling on particularly because the share price has done nothing this year.
04
DEC

Market Wrap - Stock Pick — Offshore

Viv Govender from Rand Swiss Offshore suggests that one should use their offshore allowance before the year ends.

"I remain adamant that you need to use your offshore allowance before the 31st of December. We're going to have a very turbulent 2020 and if you basically stuck with the allowance being wiped out this year you might be a little short next year when it comes to moving your money offshore."
03
DEC

Market Wrap - Stock Picks — Amazon and Alphabet

Robert Towell from Sasfin Securities chose Amazon and Alphabet Inc as his stock picks of the day.

"I think the markets are quite turbulent at the moment and I think you're starting to see a very big sell-off in and on the tech side and I'll take a look at that overseas, at Amazon or Google especially, I think if there's a nice sell-off here it would be a good entry point."
02
DEC

Market Wrap - Stock Pick — Prosus

Graeme Franck from PSG Wealth Sandton Grayston chose Prosus as his stock pick of the day. "I'm going to go for Prosus, remember they listed just a couple of months ago and the listing price was a capital gains tax event so they had to crystallize a price and that was R1187. I see that close today on around R980 so they down 18% just in that short space of time. It is trading on a PE of 30-32 which sounds high, but going back not so long ago they were on a PE of 70 or 80 and as earnings has come through and the share price has fallen so that multiple has compressed quite nicely."
29
NOV

Market Wrap - Stock Pick — AB InBev

Independent Analyst, Liston Meintjes chose AB InBev as his stock pick of the day. "I'm staying with AB InBev, and one of the reasons is that they haven't been performing well for quite some time, but you know I do believe people drink beer and I do think that they have a fantastic global reach. We do know that they got into an over geared situation which is not good but they do have that wonderful thing called fast moving cash goods and as long as they're selling beer money, will roll in. The problems will go away over time and by the way it is totally free of any currency question, any South African political overtones and whatever may happen in the next two weeks it's not going to affect them."
28
NOV

Market Wrap - Stock Pick — BidCorp

Kwame Antwi from KOA Capital chose Bid Corp as his stock pick of the day. "In the current environment I'm fairly bearish on the currency, I'm fairly bearish on SA economy. I think we have a lot of headwinds despite the optimism and some of the things that we and the government seems to be doing. I think it's going to take a while before we see the economy turn around and so I'm always in favour of businesses that have international consumer play. I like BidCorp, it's been one of the stocks that have been weak today but you know BidCorp is one of those business that is a full services food provider if you want to call it that, I call it a grocer on wheels, selling food products to restaurants and it was one of those businesses that are going to benefit from urbanisation and the trend of eating out, those lifestyles that we've seen in the developed market and I think it appears to be expensive, but it's one of those quality businesses that are pricey and you get a good rand hedge."
27
NOV

Market Wrap - Stock Pick — BAT

Nesan Nair from Sasfin Securities chose British American Tobacco as his stock pick of the day."Im gonna go with British American Tobacco. I think it was hit hard for a long time, a lot of negative news on pricing and especially on the vaping side but it's good to see that they're keeping the top-line momentum going and dividend yields are still good there"
26
NOV

Market Wrap - Stock Pick — AB InBev

Craig Pheiffer from Absa Stockbrokers & Portfolio Management chose AB InBev as his stock pick of the day"

It's been a year since I looked at Anheuser Busch and it's gone all the way up, and it's come back quite a bit after quite a soft third quarter. I think that maybe there was a bit of profit taking a bit of a little bit of disillusionment but for me there's a story still a story about reducing their debt. Bit of a medium-term longer-term story. I think they've sold off some assets here and there and I think that they will continue to do well over time and that's why I'm sticking with it. I think they will rerate once we see that debt still come down further."
22
NOV

Market Wrap - Stock Pick — Neslté

Kwame Antwi from KOA Capital chose Nestlé SA as his stock pick of the day.

"If you look at the cycle, investors now needs to start positioning their portfolios in a much more defensive fashion and I think Nestlé is one of those businesses. You are gain around 40% revenue coming from the emerging market and the balance from the developed world, so you capturing the demographic dividend that is coming from an emerging market and urbanisation but at the same time you are also capturing the benefits of the wellness business that comes out from the developed business. It's a huge business, they are still delivering above industry growth, they're still cutting costs and you are still seeing earnings growth above 15%. For me, this is a quintessential blue chip business, if you want security, that is where you want to put your money."

424 episodes

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