Ingham Broadline Retailers: STAR

Posted by Mark Ingham

Sep 14, 2017 4:25:34 PM

 

STAR: “A PEP in its step”

Steinhoff Africa Retail Limited or STAR is listing on the Johannesburg Stock Exchange on 20 September 2017. Ahead of the listing is a private placement, which is not an invitation to the public to acquire shares in STAR.    

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Topics: Investment Research, Ingham's Incisive Insights.


Ingham Aspen Earnings Preview

Posted by Mark Ingham

Sep 12, 2017 1:51:33 PM

 

Aspen: “Watch that forex”

Aspen Pharmacare reports results for the twelve months ended 30 June 2017 on Thursday, 14 September. I’ll do an update post the results but meantime some pointers to note ahead of the result, particularly if you have a trading position.    

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Topics: Investment Research, Ingham's Incisive Insights.


Ingham ARM Earnings Preview

Posted by Mark Ingham

Sep 6, 2017 9:47:36 AM

 

Miner African Rainbow Minerals reports results for the twelve months ended June 2017 on Thursday, 7 September. Whilst we know what the quantum will be, approximately R3,2 billion or 1663 cents per share, the composition of that is more important than the number in isolation.

This suggests growth of over 200% and earnings will be largely spread evenly between the first and second halves.

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Topics: Investment Research, Ingham's Incisive Insights.


Sanlam Earnings Results

Posted by Mark Ingham

Sep 4, 2017 11:47:36 AM

 

 

Insurance giant Sanlam reports results for the six months ended 30 June 2017 on Wednesday, 6 September. Insurance companies are complex and I’d caution about taking earnings in isolation as the best indicator of performance.

You should expect a quality result off a solid platform in difficult trading circumstances, not least South Africa. From an income yield point of view, Sanlam is both secure and attractive.

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Topics: Investment Research, Ingham's Incisive Insights., insurance, partnerships


Ingham on Glencore fundamentals

Posted by Mark Ingham

Aug 14, 2017 3:28:00 PM

 

Glencore: "Richer Dividend In Store

Glencore has a primary quote on the London Stock Exchange and a secondary quote on both theJohannesburg Stock Exchange and the Hong Kong Stock Exchange    

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Topics: Investment Research, Ingham's Incisive Insights.


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