Piet Viljoen says ‘no’ to Black Label but ‘yes’ to AB InBev
Counterpoint Value Fund manager Piet Viljoen shares his investment insight on a busy week of corporate activity for JSE-listed companies. The mining sector has been especially vibrant, with Sibanye-Stillwater, Impala Platinum and African Rainbow Minerals all announcing sizable deals. Private and listed property investment in South Africa is discussed, with Viljoen outlining that the glory days for REITs have come and gone. Aveng and AB InBev are looked at from an investment angle to wrap up the conversation.