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Simon's stocks for this years Cristal challenge
Manage episode 398619033 series 2946253
- Canal+, French TV business, offers 105 rand per share for MultiChoice minorities.
- Synergies between the two businesses.
- Legal considerations regarding foreign media ownership.
- MultiChoice closed at 75 rand; market likely to respond positively.
- Hyprop reports positive festive trading for its tenants.
- Transaction Capital plans to list WeBuyCars in March; potential value unlock.
- Evergrande declared bankrupt with over 300 billion dollars in debt.
- Hong Kong economy expanded 3.2% in 2023.
- China overtakes Japan as the world's top car exporter.
Richemont*: Luxury brand with potential in a recovering economy.
[caption id="attachment_41062" align="aligncenter" width="849"] Richemont weekly chart close 31Jan24[/caption]
Calgro M3*: Debt under control, potential dividend, well-managed company.
[caption id="attachment_41063" align="aligncenter" width="849"] Calgro M3 weekly chart close 31Jan24[/caption]
AngloGold Ashanti*: Gold as insurance; geopolitical concerns.
[caption id="attachment_41061" align="aligncenter" width="849"] Anglogold Ashanti weekly chart close 31Jan24[/caption]
Zeda: New listing, unbundling, potential growth.
[caption id="attachment_41065" align="aligncenter" width="849"] Zeda weekly chart close 31Jan24[/caption]
Mr. Price*: Positioned well in the retail sector, positive trading update.
[caption id="attachment_41064" align="aligncenter" width="849"] Mr Price weekly chart close 31Jan24[/caption]
Closing Remarks:Reminder to sign up for email alerts before live sessions.
Host: Simon Brown
* Simon holds ungeared positions.
Host: Simon Brown Date: 1 February 2024
518 episodes
Manage episode 398619033 series 2946253
- Canal+, French TV business, offers 105 rand per share for MultiChoice minorities.
- Synergies between the two businesses.
- Legal considerations regarding foreign media ownership.
- MultiChoice closed at 75 rand; market likely to respond positively.
- Hyprop reports positive festive trading for its tenants.
- Transaction Capital plans to list WeBuyCars in March; potential value unlock.
- Evergrande declared bankrupt with over 300 billion dollars in debt.
- Hong Kong economy expanded 3.2% in 2023.
- China overtakes Japan as the world's top car exporter.
Richemont*: Luxury brand with potential in a recovering economy.
[caption id="attachment_41062" align="aligncenter" width="849"] Richemont weekly chart close 31Jan24[/caption]
Calgro M3*: Debt under control, potential dividend, well-managed company.
[caption id="attachment_41063" align="aligncenter" width="849"] Calgro M3 weekly chart close 31Jan24[/caption]
AngloGold Ashanti*: Gold as insurance; geopolitical concerns.
[caption id="attachment_41061" align="aligncenter" width="849"] Anglogold Ashanti weekly chart close 31Jan24[/caption]
Zeda: New listing, unbundling, potential growth.
[caption id="attachment_41065" align="aligncenter" width="849"] Zeda weekly chart close 31Jan24[/caption]
Mr. Price*: Positioned well in the retail sector, positive trading update.
[caption id="attachment_41064" align="aligncenter" width="849"] Mr Price weekly chart close 31Jan24[/caption]
Closing Remarks:Reminder to sign up for email alerts before live sessions.
Host: Simon Brown
* Simon holds ungeared positions.
Host: Simon Brown Date: 1 February 2024
518 episodes
All episodes
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