Author Topic: FSR vs SBK  (Read 11769 times)

Aragorn

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FSR vs SBK
« on: April 23, 2013, 11:07:55 am »
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?
Not idly do the leaves of Lorien fall.

JhbMaverick

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Re: FSR vs SBK
« Reply #1 on: April 23, 2013, 11:16:30 am »
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%

Moonraker

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Re: FSR vs SBK
« Reply #2 on: April 23, 2013, 01:19:14 pm »
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%

Aragorn

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Re: FSR vs SBK
« Reply #3 on: April 25, 2013, 02:11:59 pm »
Thanks JhbMaverick and Moonraker. Definitly food for further thought.
Not idly do the leaves of Lorien fall.

mar_vinus

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