Market Wrap

Stock picks — Meituan and cash

David Shapiro from Sasfin Securities chose Meituan as his stock pick of the day and Makwe Masilela from Makwe Fund Managers chose cash. Shapiro said: "I picked up Meituan which is a very big food delivery company and service delivery company in China and I was going through their results…

26 Mar 2021 2AM 1 min

Stock pick — South32

Rob Towell from Sasfin Securities chose South32 as his stock pick of the day. "The big miners have come off quite a bit and South32 has come off there as well. It's down about 12.5% the last two weeks and we really like South32 and the mix of metals that…

25 Mar 2021 2AM 1 min

Stock pick — Alibaba

Steven Schultz' from Momentum chose Alibaba as his stock pick of the day. "I'm going for Alibaba, it's down at a whopping 29 since its October highs. It's undeniably one of the highest quality hyper growth blue chips that one can purchase globally."

24 Mar 2021 2AM 1 min

Stock pick — Givaudan

Caroline Cremen from Adviceworx chose Givaudan as her stock pick of the day. "My stock pick tonight is a blue chip company listed in Switzerland it's got consistent and increasing dividends and it does something that we take for granted, it produces fragrances and flavours and the market size of…

23 Mar 2021 2AM 1 min

Stock pick — cash and City Lodge

Independent analyst Chris Gilmour chose City Lodge as his stock pick of the day and Nesan Nair from Sasfin Securities chose Cash. Gilmour said: "I'm going to go with a real plant areal far left field one City Lodge. This thing was priced for failure up until fairly recently and…

19 Mar 2021 2AM 2 min

Stock pick — Coronation

Nesan Nair from Sasfin Securities chose Coronation as his stock pick of the day. "I'm going to go with the Coronation Fund Managers, this is one of those great shares that for a long time has has fallen back, largely because of non-performance of the stock market. But, we've had…

17 Mar 2021 2AM 1 min

Stock pick — Naspers

Graeme Franck from PSG Wealth Sandton Grayston chose Naspers as his stock pick of the day. "I'm just going to go with Naspers for the simple reason that TenCent has come down with 17% since it's February high on the back of possibly more Chinese regulations and that's always been…

16 Mar 2021 2AM 1 min

Stock pick — Glencore

Nick Kunze from Sanlam Private Wealth chose Glencore as his stock pick of the day. "It's again with an inflation of theme Alishia, I'm going for Glencore. We've seen a big shortage supposedly this year for the likes of copper. A lot of the sort of precious metals and industrial…

11 Mar 2021 1AM 1 min

Stock pick — Stock pick — Aspen

Makwe Masilela from Makwe Fund Managers chose Aspen as his stock pick of the day. "I prefer Aspen, the guys have managed to reduce their debt and if you look at their leverage ratio which is sitting at almost 2.8 times which is comfortably below their confidence of 3.5%. I…

10 Mar 2021 1AM 1 min

Stock pick — South32

Robert Towell from Sasfin Securitries chose South32 as his stock pick of the day. " We're looking atSouth32, you know they've got a very strong share buyback currently going on and their mix of metals is very good as well with nickel and alumina they've also got silver and as…

9 Mar 2021 1AM 1 min

Market Wrap - Stock pick — Zoetis Inc

Caroline Cremen from Adviceworx chose Zoetis Inc as her stock pick of the day. "I'm going to something that really makes me feel good, it's a company called Zoetis. Now this is a 65 year old pharmaceutical company if you haven't heard of it before it was unbundled from Pfizer…

8 Mar 2021 1AM 1 min

Market Wrap - Stock pick — Equites Property Fund

Nesi Chetty from Stanlib chose Equites Property Fund as his stock pick of the day. "We like a company called Equities, I guess markets have run ahead of fundamentals in certain sectors and we think when you get this reversal back from let's call it cyclicals, and you get value…

3 Mar 2021 1AM 1 min

Market Wrap - Stock pick — S&P500

Viv Govender from Rand Swiss chose S&P500 as his stock pick of the day. "I'm choosing the S&P500 value index and what it gives you basically is exposure to the US market but with a significantly reduced exposure to the what I think may now be the overvalued US tech…

2 Mar 2021 1AM 1 min

Market Wrap - Stock pick — MTN

Imtiaz Suliman from Sentio Capital chose MTN as his stock pick of the day. "I'm going with MTN I think what we're seeing coming out of MTN Nigeria today, is that they still doing very well and benefiting from the crisis in terms of data adoption and voice revenues accelerating…

1 Mar 2021 1AM 1 min

Market Wrap - Stock pick — Impala Plats

Andile Buthelezi from Sentio Capital chose Impala Platinum as his stock pick of the day. "I am going to go with Impala Pla​tinum today and today's results is just an indication why we like the pgm miners for some time now. They are still generating quite a bit of cash,…

25 Feb 2021 1AM 1 min

Market Wrap - Stock pick — WBHO

Steven Schultz from Momentum chose WBHO as his stock pick of the day. WBHO is the pick, today I think the construction engineering company is currently trading at prices that were last seen in 2007 if I'm not mistaken. I think it's well known that the construction sector has been…

23 Feb 2021 1AM 1 min

Market Wrap - Stock pick — Anglo American

Graeme Franck from PSG Wealth Sandton Grayston chose Anglo American as his stock pick of the day. "I'm just going to go for the boring old Anglos, I mean we've mentioned it a lot, it has platinum exposure, iron-ore exposure and it's a late metal diversified miner and come Thursday,…

22 Feb 2021 1AM 1 min

Market Wrap - Stock pick — South32

Robert Towell from Sasfin Securities chose South32 as his stock pick of the day. "My stock pick today, going back locally with South32. They came out with numbers today as well, we like their mix of commodities. They've got silver, it's one of the only ways you can get access…

18 Feb 2021 1AM 1 min

Market Wrap - Stock pick — Oil

Viv Govender from Rand Swiss Offshore chose Oil as his stock pick of the day. "It's oil I do think that the oil price right now could be pushing a lot of upside. Demand is slowly returning to the world but what's really going to help it is that supply…

17 Feb 2021 1AM 1 min

Market Wrap - Stock pick — Stadio

Kwame Antwi from KOA Capital chose Stadio as his stock pick of the day. "My pick is Stadio, it's one of those businesses where we think there there's a long-term structural underpin, it has a better balance sheet than some of its competitors it's highly scalable"

16 Feb 2021 1AM 1 min