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Topics - TheKwok

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1
Shares / Rolfes (RLF)
« on: January 28, 2016, 08:42:01 am »
Very nice trading update this morning (http://www.sharenet.co.za/v3/sens_display.php?tdate=20160128080800&seq=3). On a very low PE and with that kind of growth I think this one could double in a year...

2
Shares / Grand Parade
« on: January 22, 2016, 09:58:33 am »
So they have acquired the license for Dunkin Donuts - http://www.sharenet.co.za/v3/sens_display.php?tdate=20160122090000&seq=5

Personally I don't think the donut market in SA is big enough (and even more so since Krispy Kreme already here). But then again South Africans are sheep and like to act like they live in a First World Country, so maybe a market can be created....Your guys thoughts?

3
Shares / imperial
« on: July 03, 2013, 06:56:21 am »
Relative Valuation of Imperial shows it looks overvalued. Write up is at http://sites.google.com/site/sasharingshares

4
Shares / Naspers (NPN) - reaching all time high?
« on: June 14, 2013, 04:06:44 pm »
This one looks overcooked even with the recent Trading Update

https://sites.google.com/site/sasharingshares/

5
Shares / Sasol
« on: May 30, 2013, 07:52:26 am »
I like this share for long term with the Louisiana prospects, and it looks good value.

https://sites.google.com/site/sasharingshares/

6
Shares / Brait
« on: May 13, 2013, 11:10:39 am »
Relative valuation of Brait (as per a request I received) is here - https://sites.google.com/site/sasharingshares

7
Shares / Big 4 Banks - Relative Valuation Comparison
« on: May 06, 2013, 08:01:43 am »
I thought a comparison of the Big 4 banks relative valuations would be interesting.
 Article is at - https://sites.google...sasharingshares

8
Shares / Capitec
« on: April 15, 2013, 07:45:29 am »
Capitec is looking very cheap - P/E and P/NAV offering very good value.

A relative valuation exercise is at - https://sites.google.com/site/sasharingshares

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