Having taken some profits on Reunert and Imperial Logistics in recent weeks, we highlight some of the shares which are currently sitting on our radar at the moment.
African Media Entertainment:
Lack of liquidity has been a continuous issue for AME which is now trading on a forward Price to Earnings (PE) multiple 3.6 times earnings and…
As a data-driven platform, we spend a lot of time analysing Google search terms and search trends. This allows us to identify where investors are seeking information related to specific company share prices.
This list may provide insights into interesting investment opportunities, particularly in the small and mid-cap space.
4Sight Holdings
The technology group is down 51%…
JSE-listed equities have had a tough time since rolling into the second half of 2019 and if you weren’t in gold or platinum stocks then your local portfolios have failed to inspire.
The following shares are currently on our radar and worth keeping an eye on:
Imperial Logistics:
With more than 50% of it’s earnings coming from…
Shares in JSE-listed technology group Blue Label Telecoms rose 22% over the past week. This after falling heavily during July after reports surfaced, indicating that its turnaround strategy at CellC was failing to gain traction.
There was no significant corporate news-flow during the week suggesting that there had been any material change.
In terms of media coverage,…
A major criticism of the JSE has been that boards are often too passive are bullied by high-profile or charismatic executives who hold significant sway [but little accountability] when it comes to decisions around strategy and remuneration.
In light of diminishing returns and questions marks around executive remuneration, shareholders are beginning to take a more active…
International markets are firmly focused on the state of play around geo-political events (Brexit and NATO) and the continued fall-out from the US / China trade war.
Here is a summary of some of the interesting news from the small and mid-cap sectors on the JSE on Thursday:
Esor slides
Shares in construction group Esor closed down 12%…
US markets are weaker as they continue to absorb the widening trade war between the US and China. Investment appetite on the JSE remains muted with investors looking to international markets for direction.
Here are some of the small and mid-cap stories we picked up yesterday:
New lows reached
A number of shares reached new 52-week intra-days during…
It was a more orderly start to the week with currency and equity markets after a volatile previous week.
The small and mid-cap space saw a good solid news-flow coming through. Here are some of the stories we noticed and followed:
Coronation ups its stake in Pan African
Asset management firm Coronation Fund Managers has upped its stake…
It’s tough out there!
A number of JSE-listed small and mid-cap stocks are taking a bruising and hitting new 52-week lows. Some of these include Aveng (down 23% on Tuesday), Niveus (50% in unusual trade), Argent, Efora and construction group Esor.
But wait… there’s more!
Shares in retail group Verimark hit a new 52-week high as the…
One of the shares that I have been watching quite closely is Blue Label Telecoms, the JSE-listed technology group which is down 25% year-to-date.
For the 6 months ended November 2017, Blue Label delivered R13.5bn in revenue and R778m in EBITDA. The below infographic details the operating divisions of the business reflecting the stake in CellC…