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Nội dung được cung cấp bởi JustOneLap.com. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được JustOneLap.com hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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Shoprite could buy Pick n Pay, but should you buy Shoprite? (#577)

20:36
 
Chia sẻ
 

Manage episode 405079585 series 17433
Nội dung được cung cấp bởi JustOneLap.com. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được JustOneLap.com hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Shoprite* Results and Market Comparison

  • Discusses the recent Shoprite results, emphasising excellent performance against a high base.
  • Highlights Shoprite's significant CapEx spending, customer savings, and market share gains.
  • Compares market cap of Pick n Pay and Shoprite, pointing out the latter's cash reserves.
  • Reflects on the historical revenue comparison between Shoprite and Pick n Pay over the past 20 years.
  • Shoprite's Competitive Position and Stock Analysis
  • Questions whether Shoprite is always destined to be an expensive stock.
  • Analyzes the current PE ratio, forward PE, and 10-year mean, suggesting that the stock may not be as expensive as perceived.
  • Shares consensus forecasts and target prices for Shoprite, indicating a potential undervaluation.
  • Expresses the belief that Shoprite at ±R270 might not be as expensive as it appears, drawing parallels with the valuation of Nvidia.
  • Shoprite's Success Factors and Pick n Pay's Struggles
  • Explores the factors contributing to Shoprite's success, including central distribution centers and efficiency.
  • Contrasts Shoprite's strategy with Pick n Pay's challenges, noting a decline in consumer satisfaction.
  • Mentions Pick n Pay's recent financial struggles, including a rights issue and debt increase.
Gold and Bitcoin at All-Time Highs
  • Addresses the unusual situation of both gold and Bitcoin reaching all-time highs simultaneously.
  • Discusses the fears driving gold prices, such as inflation, interest rates, conflicts, and global elections.
  • Highlights gold's potential target of $2,500 and the positive impact on gold mining profits.
  • Shares the performance of various gold mining stocks over the past three years.
Canal+ Offer for MultiChoice
  • Updates listeners on Canal+'s revised offer of R125 per share for MultiChoice, which is currently trading at R113.50.
  • Discusses the time value and risk value of the deal, expressing the view that this might be the final offer.
Finance Costs and Corporate South Africa
  • Examines the increase in net finance costs for Sea Harvest, attributed to higher interest rates.
  • Acknowledges the challenges faced by Corporate South Africa, including Eskom issues, logistic challenges, and rising interest rates.
  • Assures listeners that some of these challenges may start to fade away in the future.

* Simon holds ungeared positions.

  continue reading

509 tập

Artwork
iconChia sẻ
 
Manage episode 405079585 series 17433
Nội dung được cung cấp bởi JustOneLap.com. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được JustOneLap.com hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Shoprite* Results and Market Comparison

  • Discusses the recent Shoprite results, emphasising excellent performance against a high base.
  • Highlights Shoprite's significant CapEx spending, customer savings, and market share gains.
  • Compares market cap of Pick n Pay and Shoprite, pointing out the latter's cash reserves.
  • Reflects on the historical revenue comparison between Shoprite and Pick n Pay over the past 20 years.
  • Shoprite's Competitive Position and Stock Analysis
  • Questions whether Shoprite is always destined to be an expensive stock.
  • Analyzes the current PE ratio, forward PE, and 10-year mean, suggesting that the stock may not be as expensive as perceived.
  • Shares consensus forecasts and target prices for Shoprite, indicating a potential undervaluation.
  • Expresses the belief that Shoprite at ±R270 might not be as expensive as it appears, drawing parallels with the valuation of Nvidia.
  • Shoprite's Success Factors and Pick n Pay's Struggles
  • Explores the factors contributing to Shoprite's success, including central distribution centers and efficiency.
  • Contrasts Shoprite's strategy with Pick n Pay's challenges, noting a decline in consumer satisfaction.
  • Mentions Pick n Pay's recent financial struggles, including a rights issue and debt increase.
Gold and Bitcoin at All-Time Highs
  • Addresses the unusual situation of both gold and Bitcoin reaching all-time highs simultaneously.
  • Discusses the fears driving gold prices, such as inflation, interest rates, conflicts, and global elections.
  • Highlights gold's potential target of $2,500 and the positive impact on gold mining profits.
  • Shares the performance of various gold mining stocks over the past three years.
Canal+ Offer for MultiChoice
  • Updates listeners on Canal+'s revised offer of R125 per share for MultiChoice, which is currently trading at R113.50.
  • Discusses the time value and risk value of the deal, expressing the view that this might be the final offer.
Finance Costs and Corporate South Africa
  • Examines the increase in net finance costs for Sea Harvest, attributed to higher interest rates.
  • Acknowledges the challenges faced by Corporate South Africa, including Eskom issues, logistic challenges, and rising interest rates.
  • Assures listeners that some of these challenges may start to fade away in the future.

* Simon holds ungeared positions.

  continue reading

509 tập

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