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Messages - TheKwok

Pages: 1 [2]
16
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

17
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/

18
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/

19
Shares / Re: Brait
« on: May 14, 2013, 01:44:46 pm »
There are a number of ways of calculating a P/E. You can use the HEPS of the previous financial year, or the EPS of the current 6 months + EPS of previous full year - EPS of 1st 6 months of previous full year, or...or...or

According to my data on Brait:
Sep 12 Interim EPS - 242c
Sep 12 Interim HEPS - 242c
Mar 12 Final EPS - 654c
Mar 12 Final HEPS - 545c
Sep 11 Interim EPS - 491c
Sep 12 Interim HEPS - 346c

It seems FT.com is using the previous financial years EPS in their P/E calculation. However they have their EPS as 661c (compared to my data which is 654c). Not sure why there is a discrepancy


20
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

21
Shares / Re: Big 4 Banks - Relative Valuation Comparison
« on: May 06, 2013, 10:48:44 am »
Oh I see...

Standard Bank Online Share Trading allows you to dump historic prices and P/E's into an excel spreadsheet - then I just calculate the average :)

22
Shares / Re: Big 4 Banks - Relative Valuation Comparison
« on: May 06, 2013, 09:21:46 am »
It's an average taken from the last 6+ years

23
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

24
Shares / Re: The new Investor Challenge Competition begins Monday the 22nd April 2013
« on: April 18, 2013, 08:24:01 am »
In the "Your Holdings" section, maybe it would be nice if there was a field showing how much % each share makes up of your portfolio

Other than that looks pretty awesome!

25
Shares / Re: Share pick competition - What would you like?
« on: April 18, 2013, 08:23:16 am »
In the "Your Holdings" section, maybe it would be nice if there was a field showing how much % each share makes up of your portfolio

26
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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