Market Wrap

Naspers

Nesan Nair from Sasfin Securities chose Naspers as his stock pick of the day. "I'm going to go with Naspers, it is sitting below 3 000 today and remember this was all the way up to 3800. Although I don't think there's much of a social benefit to this deal…

19 May 2021 2AM 1 min

Distell

Makwe Masilela from Makwe Fund Managers chose Distell as his stock pick of the day. "For Heineken them to buy Distell it means that they've seen something. If you look at Distell's PE at almost 50, yes it's high but compare that to the beverages index which is at a…

18 May 2021 2AM 1 min

Impala Platinum

Graeme Franck from PSG Wealth Sandton Grayston chose Impala Platinum as his stock pick of the day. "I'm going to go for Impala Platinum, the share price has come off quite a bit over the last week or so. If I look at their last earnings; so the historic earnings…

17 May 2021 2AM 1 min

Andile Buthelezi from Sentio Capital chose BHP

Andile Buthelezi from Sentio Capital chose BHP as his stock pick of the day. "I'm going to go for BHP today, it's one that we have chosen before and it has done nicely since then but it's still looking quite cheap."

13 May 2021 2AM 1 min

South32

Rob Towell from Sasfin Securities chose South32 as his stock pick of the day. "We're still looking at South32, I think that if we do have a bit of a pullback on commodities it will allow you a better entry to South32."

12 May 2021 2AM 1 min

ING Group

Craig Pheiffer from Absa Stockbrokers & Portfolio Management chose ING Group as his stock pick of the day. "I'm going for ING Group the financial services group headquartered in Amsterdam, most of their focus is around Europe and the Benelux countries where it's situated but it is operating in 40…

11 May 2021 2AM 1 min

JD.com

Caroline Cremen from Adviceworx chose JD.COM as her stock pick of the day. "JD.com for those people who don't know is the Chinese version of Amazon and while the Chinese economy has rebounded the stock has still been part of the reason for the government's interference in the financial services…

10 May 2021 2AM 1 min

Stock pick — RMH

Steven Schultz from Momentum chose RMH as his stock pick of the day. ​ "My stock pick this evening is RMH properties, it is a counter that this week took quite a significant dive in price, following a special dividend yesterday of 80 cents. It is a REIT but but…

6 May 2021 2AM 1 min

Stock pick — Vukile Property Fund

Nesi Chetty from Stanlib chose Vukile Property Fund as his stock pick of the day. "My stock is one that has lagged the general market in property recovery, it's a company called Vukile Property Fund. We've been very impressed with the defensive nature of the assets within Vukile."

5 May 2021 2AM 1 min

Stock pick — Clicks

Makwe Masilela from Makwe Fund Managers chose Clicks as his stock pick of the day. "Stock pick is Clicks and for the fact that they've got over 760 stores, over 600 pharmacies. They are looking to open up 40 more stores and 30 more pharmacies and they expect their full…

4 May 2021 2AM 1 min

Stock pick — MTN

Viv Govender from Rand Swiss Offshore chose MTN as his stock pick of the day. "My pick is actually something very interesting, even though it was down today it's MTN. I do think that this is one of those few companies out there that managed to actually crack the nut…

3 May 2021 2AM 1 min

South32

Rob Towell from Sasfin Securities chose South32 as his stock pick of the day. "We still like South32 if you take a look at where they are in the commodity cycle."

29 Apr 2021 2AM 1 min

Stock pick — British American Tobacco

Graeme Franck from PSG Wealth Sandton Grayston chose British American Tobacco as his stock pick of the day. "In terms of my my stock pick I do like British American Tobacco for the simple reason that it was hit hard recently on the back of the US and this whole…

28 Apr 2021 2AM 1 min

Stock pick — Netcare

Sentio Capital's Imtiaz Suliman chose Netcare as his stock pick of the day. "I''m going with Netcare and again this is another one that will benefit from the reopening of the South African economy."

26 Apr 2021 1AM 1 min

Stock pick — Richemont

Viv Govender from Rand Swiss chose Richemont as his stock pick of the day. "I'm going for Richmond, you know even before the coronavirus was around I had thought that you might see a bit of a speed change in terms of luxury consumer demand but it hasn't really changed…

21 Apr 2021 2AM 1 min

Stock pick — Investec

Steven Schultz from Momentum chose Investec as his stock pick of the day. "My stock pick this evening is not necessarily the most loved sector being financial services and banking in particular. I do believe that Investec is a well poised for a recovery in the sector. It's still some…

20 Apr 2021 2AM 1 min

Stock pick — Johnson & Johnson

Caroline Cremen from Adviceworx chose Johnson & Johnson as her stock pick of the day. "I'm going to pick a dividend aristocrat; Johnson & Johnson. N ow it is in the news mainly because of the vaccine rollout but, you one understand that's only a very small amount of cases,…

19 Apr 2021 2AM 1 min

Stock pick — Alibaba

Craig Pheiffer from Absa Stockbrokers & Portfolio Management chose Alibaba as his stock pick of the day. "I've been looking at Alibaba it is one of the stocks in our global equity portfolio, we've been looking to increase that holding of late, just largely on the back of the valuation…

15 Apr 2021 2AM 1 min

Stock pick — Softbank

Steven Schultz from Momentum chose Softbank as his stock pick of the day. "My stock pick this evening is an offshore stock it's the Japanese Softbank, it's a Japanese multinational that effectively trades in Tokyo. It's a holding company with interest in technology, energy and finance and it has a…

14 Apr 2021 2AM 1 min

Stock pick — Old Mutual

Imtiaz Suliman from Sentio Capital chose Old Mutual as his stock pick of the day. "I'm going with Old Mutual is a quite a large company and they were impacted quite significantly from the hard lockdowns but, subsequently we've seen a rebound in consumer activity - the reopening of the…

13 Apr 2021 2AM 1 min