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2957
Shares / Re: Pulverized Sand Box
« on: January 16, 2015, 02:13:42 pm »
SAB - Giggsie
CFR -
ZARCHF -
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ZARCHF -
2958
Shares / Re: Today's Outlook
« on: January 16, 2015, 08:51:30 am »
Asian shares stumbled on Friday and the dollar skidded against the safe-haven yen, after Switzerland's unexpected move to abandon its currency cap jolted markets already roiled by plunging commodities prices
0700-OL.… -0.85%
NPSNY -1.80
Dow
17,321 -106 0.61%
Nasdaq
4,571 -68 1.47%
S&P 500
1,993 -18 0.91%
GlobalDow
2,435 +4 0.16%
Gold
1,258 -7 0.54%
Oil
46.44 +0.17 0.37%
0700-OL.… -0.85%
NPSNY -1.80
Dow
17,321 -106 0.61%
Nasdaq
4,571 -68 1.47%
S&P 500
1,993 -18 0.91%
GlobalDow
2,435 +4 0.16%
Gold
1,258 -7 0.54%
Oil
46.44 +0.17 0.37%
2959
Shares / Re: Pulverized Sand Box
« on: January 15, 2015, 04:50:43 pm »
Brent - 
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2962
ASSETS UNDER MANAGEMENT
Shareholders are advised that Coronation’s updated figure for
Assets under Management (AUM) as at 31 December 2014 will be
available on the Shareholder Information section of
www.coronation.com within an hour of this release.
This is done for each calendar quarter end.
Cape Town
15 January 2015
Assets under management as at 31 December 2014 total R604 billion
Shareholders are advised that Coronation’s updated figure for
Assets under Management (AUM) as at 31 December 2014 will be
available on the Shareholder Information section of
www.coronation.com within an hour of this release.
This is done for each calendar quarter end.
Cape Town
15 January 2015
Assets under management as at 31 December 2014 total R604 billion
2966
Shares / Re: Pulverized Sand Box
« on: January 15, 2015, 09:25:37 am »
jaDEB, some thingies on Tencent to keep in mind.
Yet Facebook's significant move up wasn't the biggest stock-market hit among the world's 20 most valuable tech firms.
Year-end stock market data point to the two most valuable winning stories of 2014 for tech investors.
The first was the relative strength of dividend-paying stocks such as Apple, Intel, Hewlett-Packard, Cisco Systems and Microsoft.
The second was a marked shift in value away from U.S. Internet firms (other than Facebook) and toward their Chinese rivals.
Shares of China’s Internet conglomerate Tencent Holdings (0700.HK/TCEHY) has fallen about 15% since its mid-November high.
Unlike Facebook (FB), which generates over 90% of its revenue from selling ads, Tencent makes most of its money from Internet games. But revenue growth from mobile games has slowed in the third quarter last year.
Don’t worry. Instead of mobile gaming, mobile performance ads will be Tencent’s next revenue growth driver, according to J.P. Morgan‘s Alex Yao and Yong Wang, who upgraded Tencent from Hold to Buy with a new price target of 160 Hong Kong dollars. Tencent’s shares rose 3.4% upon the upgrade, recently trading at HK$117.20. J.P. Morgan’s price target represents another 36.5% upside
With the popular messaging app WeChat, Tencent is China’s answer to social network. The bank estimates Tencent’s performance-based ad revenue to account for 14% of Baidu (BIDU) and Alibaba‘s (BABA) combined ad revenue in 2017, in line with Facebook, which generated roughly 15% of Google‘s (GOOGL) ad revenue in the U.S. in 2013. J.P. Morgan now expects advertising revenue to increase from 11% of total revenue in 2014 to 25% in 2017.
Since J.P. Morgan believes mobile ads will contribute to Tencent’s earnings “meaningfully in the next two to three years,” Tencent has become cheap trading at 18 times their 2016 earnings estimates. The HK$160 price target is based on their 2016 estimate of HK$6.33, annual earnings growth of 22% from 2016 to 2018, and 1.15x PEG ratio
Yet Facebook's significant move up wasn't the biggest stock-market hit among the world's 20 most valuable tech firms.
Year-end stock market data point to the two most valuable winning stories of 2014 for tech investors.
The first was the relative strength of dividend-paying stocks such as Apple, Intel, Hewlett-Packard, Cisco Systems and Microsoft.
The second was a marked shift in value away from U.S. Internet firms (other than Facebook) and toward their Chinese rivals.
Shares of China’s Internet conglomerate Tencent Holdings (0700.HK/TCEHY) has fallen about 15% since its mid-November high.
Unlike Facebook (FB), which generates over 90% of its revenue from selling ads, Tencent makes most of its money from Internet games. But revenue growth from mobile games has slowed in the third quarter last year.
Don’t worry. Instead of mobile gaming, mobile performance ads will be Tencent’s next revenue growth driver, according to J.P. Morgan‘s Alex Yao and Yong Wang, who upgraded Tencent from Hold to Buy with a new price target of 160 Hong Kong dollars. Tencent’s shares rose 3.4% upon the upgrade, recently trading at HK$117.20. J.P. Morgan’s price target represents another 36.5% upside
With the popular messaging app WeChat, Tencent is China’s answer to social network. The bank estimates Tencent’s performance-based ad revenue to account for 14% of Baidu (BIDU) and Alibaba‘s (BABA) combined ad revenue in 2017, in line with Facebook, which generated roughly 15% of Google‘s (GOOGL) ad revenue in the U.S. in 2013. J.P. Morgan now expects advertising revenue to increase from 11% of total revenue in 2014 to 25% in 2017.
Since J.P. Morgan believes mobile ads will contribute to Tencent’s earnings “meaningfully in the next two to three years,” Tencent has become cheap trading at 18 times their 2016 earnings estimates. The HK$160 price target is based on their 2016 estimate of HK$6.33, annual earnings growth of 22% from 2016 to 2018, and 1.15x PEG ratio
2968
Shares / Re: Today's Outlook
« on: January 15, 2015, 08:13:32 am »
NPSNY -1.01%
0700 -0.85%
Dow
17,427 -187 1.06%
Nasdaq
4,639 -22 0.48%
S&P 500
2,011 -12 0.59%
GlobalDow
2,432 +2 0.07%
Gold
1,228 -7 0.53%
Oil
48.34 -0.15 0.31%
Asian stocks mostly edged up on Thursday after a significant rebound in oil and copper prices brought a semblance of calm, while the dollar regained ground lost on disappointing U.S. retail sales. Indian stocks rallied after the Reserve Bank of India yielded to signs of slowing inflation and delivered a surprise interest rate cut
0700 -0.85%
Dow
17,427 -187 1.06%
Nasdaq
4,639 -22 0.48%
S&P 500
2,011 -12 0.59%
GlobalDow
2,432 +2 0.07%
Gold
1,228 -7 0.53%
Oil
48.34 -0.15 0.31%
Asian stocks mostly edged up on Thursday after a significant rebound in oil and copper prices brought a semblance of calm, while the dollar regained ground lost on disappointing U.S. retail sales. Indian stocks rallied after the Reserve Bank of India yielded to signs of slowing inflation and delivered a surprise interest rate cut