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Off topic / Re: Standard Chartered's view of SA
« on: August 24, 2015, 09:32:40 am »
Besides Sasol what other energy stocks are available on the JSE?
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77
Shares / Re: Something is stinking in the state of China.
« on: August 23, 2015, 05:48:48 am »
I'm living in China since 2013 near Shanghai. Even though those cities were empty, they will eventually by filled because the Central Government is placing limits on how many people can stay in Beijing, Shanghai and Guangzhou, the 3 biggest metropolitan cities. There are 5 controlled directly by CPC.
Anyway as the consumer spending increases with the largess from the middle class, you can expect the growth to remain above 5% for the next 10 years. This is my opinion.
Watch out for the spending that will take place on New Silk Road (One Belt, One Road) projects.
Anyway as the consumer spending increases with the largess from the middle class, you can expect the growth to remain above 5% for the next 10 years. This is my opinion.
Watch out for the spending that will take place on New Silk Road (One Belt, One Road) projects.
78
Shares / Re: Naspers (NPN)
« on: August 22, 2015, 12:12:33 pm »
As you all may know Naspers cracked R2000 in April 2015 and is now back to R1621 (today). For those trying to understand the underlying value of the assets I recommend this detailed analysis: Naspers - The Best Asset Manager in Media and Internet services by Lunga Bhengu.
I'm a South African living in China in 2015, and I can tell you Tencent is not slowing down. There is no direct competition, even from Alibaba, so essentially the company has a monopoly with QQ, Wechat and the mobile gaming services. You must remember Naspers has not sold one share of Tencent since the company listed and maintains a 34.5% ownership.
cheers
Ramon
I'm a South African living in China in 2015, and I can tell you Tencent is not slowing down. There is no direct competition, even from Alibaba, so essentially the company has a monopoly with QQ, Wechat and the mobile gaming services. You must remember Naspers has not sold one share of Tencent since the company listed and maintains a 34.5% ownership.
cheers
Ramon
79
The Investor Challenge / Re: Blog post: The Compounding Story of the Doctor and the Model
« on: August 20, 2015, 05:48:16 am »
Thanks very much for this story. I may just use it as a Toastmasters speech. It's really awesome illustration of the power of compound interest.
80
Shares / Re: Advtech (ADH) vs. Curro (COH)
« on: August 19, 2015, 01:18:44 pm »
It's hard to believe this deal fell through because the racism news articles in the media. I have yet to find an analyst comparing these two companies in depth.