JSE investment trusts in drive to unlock value for shareholders

Amelia Morgenrood|Published

The investment trusts listings on the JSE are on a drive to unlock shareholder value and decrease the discount to net asset value.

Standard of logistics in South Africa is world class

Amelia Morgenrood|Published

Logistics is the management of the flow of things between the point of origin and the point of consumption.

OPINION: MMH strategy finally comes closer to its target earnings

Amelia Morgenrood|Published

Given the poor state of JSE-listed shares, it is pleasant and heart-warming when a blue-chip company delivers on its promises.

Attacq appears to be quite undervalued

Amelia Morgenrood|Published

It is common these days for JSE listed shares to reach a 12-month low, and Attacq is no exception writes Amelia Morgenrood.

SHARE TO WATCH: Quilter plc is now well worth a second look

Amelia Morgenrood|Published

Most South African investors holding Quilter plc shares got them in the unbundling of Old Mutual in middle of 2018 … writes Amelia Morgenrood.

VIDEO: Big five market share at risk as digital banks look set to bring the onslaught

Amelia Morgenrood|Published

SHARE TO WATCH: Nedbank, Absa lose over 15% in 6 months, Capitec loses 18% in under 4 months, Standard Bank, FirstRand lose 15% in 6 weeks.

Peter Moyo and Old Mutual showdown has little effect on share price

Amelia Morgenrood|Published

I thought the leadership crisis at Old Mutual would put pressure on the share price, but it didn’t, writes Amelia Morgenrood.

OPINION: This could be an opportunity to accumulate Truworths shares

Amelia Morgenrood|Published

Last week, the (very short) list of companies with proper offshore success lost Truworths, writes Amelia Morgenrood.

Afrimat is a consistent performer

Amelia Morgenrood|Published

Afrimat's share price has been quietly ticking up - no wonder, if you read the trading statement released last week, writes Amelia Morgenrood.

OPINION: Hudaco: share price not reflective of its quality

Amelia Morgenrood|Published

Due to the small and mid-cap rout on the JSE, Hudaco’s share price does not reflect the quality it represents writes Amelia Morgenrood.

Investment trust discounts at historic highs

Amelia Morgenrood|Published

Investment trusts used to be very popular for investors on the JSE.

Pioneer Foods plagues might disappear

Amelia Morgenrood|Published

SHARE TO WATCH: It's not strange to see a share price back at levels of five years ago … writes Amelia Morgenrood.

Discovery puts foot on accelerator with bank launch

Amelia Morgenrood|Published

SHARE TO WATCH: Last week Discovery was in the news a lot with the launch of its long-awaited retail bank… writes Amelia Morgenrood.

SHARE TO WATCH: It's time for Spar to break out of the sideways band

Amelia Morgenrood|Published

It’s been almost four years since Spar reached the current share price of around R180 … writes Amelia Morgenrood.

Afrimat consistently delivers on promises made

Amelia Morgenrood|Published

Message in Afrimat’s latest interim results presentation is: “Strategically diversified to prosper in a tough environment”… writes Amelia Morgenrood.

SHARE TO WATCH: I stick to it, BAT is a good investment

Amelia Morgenrood|Published

The last time I wrote about British American Tobacco (BAT), the share price was around R700… writes Amelia Morgenrood.

SHARE TO WATCH: Remgro the single most attractive share on the JSE

Amelia Morgenrood|Published

If I had to choose only one share to invest in on the JSE, it would probably be investment holding company Remgro… writes Amelia Morgenrood.

SHARE TO WATCH: Astoria is now really worth another look

Amelia Morgenrood|Published

For the year to date, the all share index is down 7. 5?percent – in US dollar terms a staggering 29?percent… writes Amelia Morgenrood.

SHARE TO WATCH: Stor-Age now no longer the perennial under-dog

Amelia Morgenrood|Published

The company is the only JSE-listed counter in the storage business, one of only nine global listings.

OPINION: Sun International could be a highly profitable bet

Amelia Morgenrood|Published

SHARE TO WATCH: Minimal new investment funds have flown to the JSE in the past 18 months… writes Amelia Morgenrood.

OPINION: EOH has now turned the corner

Amelia Morgenrood|Published

SHARE TO WATCH: Two years ago the share price reached a high above R170, and in July in traded below R30. A fall from grace… writes Amelia Morgenrood.

OPINION: Mixed results for two Grindrod companies

Amelia Morgenrood|Published

Two Grindrod firms report separate earnings for the first time since the implementation of the shipping spin-off this year… writes Amelia Morgenrood.

OPINION: Room for growth in Mondi's solid stock

Amelia Morgenrood|Published

Mondi is a well-known international packaging and paper group, employing around 25 000 people across more than 30 countries, writes Amelia Morgenrood.

OPINION: Appeal of luxury goods a boost for Richemont

Amelia Morgenrood|Published

The physical appeal of luxury goods is undeniable - the leather is softer, the shoes are more comfortable writes Amelia Morgenrood.

OPINION: Reasons to back Reinet as a rand hedge bet

Amelia Morgenrood|Published

When the rand weakens, we tend to look more carefully at rand hedge shares, writes Amelia Morgenrood.