Blog Articles

16 Aug: Equity insights

We remain cautious about Famous Brands’ strategy to invest significantly in the SADC and AME markets. We would prefer a more focused approach, strictly on a franchise basis rather than corporate stores. A recovery in the AME (Africa, Middle East) division could also drive earnings growth, but we have not yet factored that into our expectations.

30 Jul: Famous Brands

We remain cautious about Famous Brands’ strategy to invest significantly in the SADC and AME markets. We would prefer a more focused approach, strictly on a franchise basis rather than corporate stores. A recovery in the AME (Africa, Middle East) division could also drive earnings growth, but we have not yet factored that into our expectations.

23 Jul: Hudaco

For those in the know, Hudaco is ideal for preserving and growing capital. This perception might seem counterintuitive given Hudaco’s prominent position in South Africa’s industrial sector—a sector that has been experiencing deindustrialisation for years.

19 Jul: PnP

Mr. Sean Summers was previously the CEO of Pick ‘n Pay for 11 years after joining the company as a trainee in the 70s.

16 Jul: Bytes

Bytes Technology Group, following its IPO (and unbundling from Altron) on the London Stock Exchange, 2020 marked a significant milestone in its evolution as a key player in the UK’s technology sector.

04 Jul: Spar

Established in Cape Town in 1963 by eight wholesalers serving 500 small retailers, the Spar Group has expanded its footprint across Southern Africa and Europe.

02 Jul: Economic food for thought

There’s a piece of folk wisdom floating around that suggests 70% of the things we worry about won’t happen; some sources even quote 85% or 90%. The exact number is irrelevant, as the figure is more illustrative than based on empirical research. This nugget of wisdom comes to mind when considering   the results of South Africa’s election.

20 Mar: MAS

MAS PLC a publicly traded real estate investor listed in both the Netherlands and South Africa, with a focus on income-generating commercial properties across Central and Eastern Europe (CEE).