The JSE and finance forum for South Africa
General Category => Shares => Topic started by: Aragorn on April 23, 2013, 11:07:55 am
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A family member has given me a small sum with instructions to invest in either FirstRand or Std Bank. I know that there are better bets out their, but being family, I know better than to argue this decision ;D. The question is, which one should I go for? Being a long term investment, I am tempted more towards SBK, due to "my perceived" :-\ better fundamental value and Divi return.
Do any of the Forumites have an opinion as to which of these two would be preferable as a long term purchase?
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I haven't looked at those seriously, but these figures would help me make that choice:
FSR 1 year change + 27.4%
SBK 1 year change - 0.25%
Also take a look at the 5 year graphs. SBK is all over the show, FSR looks much healthier. Divvies seem pretty much the same to me, both quite good around 3.5%
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SBK
TRI (Total Return Index .. includes divs.)
1 yr. = 2.12%
2 yr. = 9.44%
5 yr. = 8.32%
10 yr. = 19.12%
FSR
TRI (Total Return Index .. includes divs.)
1 yr. = 28.15%
2 yr. = 28.85%
5 yr. = 22.65%
10 yr. = 23.43%
Which one has the 'bigger' Africa footprint (more representation in rest of Africa is an advantage going forward, imho.)
No data found for SBK.
For FSR..
As a percentage of Assets Percent
RMB 42.73%
FNB 29.79%
Wesbank 15.80%
Corporate Centre 13.10%
Other 7.36%
FNB Africa 5.10%
GTS 0.39%
Consolidation & IFRS adjustments -14.27%
As a percentage of Net Profit Percent
FNB 42.42%
RMB 24.06%
Wesbank 21.44%
FNB Africa 7.99%
Corporate Centre 6.72%
Other 3.21%
GTS 1.14%
Consolidation & IFRS adjustments -6.98%
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Thanks JhbMaverick and Moonraker. Definitly food for further thought.
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This might help as well http://www.bdlive.co.za/business/financial/2014/10/06/firstrand-takes-top-spot-but-standard-likely-to-fight-back