Page 10 | Ideas and Forecasts on Stocks — South Africa — TradingView

Our opinion on the current state of LABAT(LAB)Labat (LAB) is a 57% black-owned investment holding company which listed on the JSE in 1999. The company buys and improves subsidiaries and then sells them for a profit. At the moment, Labat has two operations - South African Micro-Electronic Systems (SAMES) and Labat Logistics. On 14th April 2020, the company announced that it had acquired 70% of Biodata, an East London-based company focused on cannabis healing. The acquisition is to be paid for in shares. The market for cannabis in South Afri

Our opinion on the current state of GRINDROD(GND)Grindrod (GND) is an international freight and financial services company which operates in twenty-eight countries. In mid-June 2018, Grindrod unbundled and separately listed its loss-making shipping division (Grinship - GSH). This accounts for the "cliff" in the share price at that time. The company is now focused on its two remaining divisions - freight and financial services. Grindrod owns the North-South railway line from Beitbridge to Victoria Falls as well as port terminals at Richards B

Our opinion on the current state of NEPIROCK(NRP)Nepi-Rockcastle (NRP) is a R124bn real estate investment trust (REIT) which operates more than 56 shopping malls in 9 central and eastern European countries, mostly in Poland (24%), Romania (35%), Slovakia (9%), Bulgaria (8%), Croatia (5%), and Hungary (11%). The share fell with the rest of the Resilient group (as a result of the 360ne report in January 2018) from its high of R217 in December 2017 to as low as R99 in November 2018. Then the COVID-19 pandemic took it down further to under R55 i

LONG ON AFRIMAT Im looking to take a long position on afrimat, a bullish flag has been broken, additionally by using fibonacci I can see a good risk reward trade

Murray & Roberts (MUR) Down 70% hitting key levels! Opportunity?🚨 Temporary suspension in trading on the JSE as MUR’s South African operations enter business rescue. Liquidity crunch, major contract losses, and debt restructuring are in focus. Big moves ahead. #MUR. Opportunity?

BULLISH FOR EMIRA I'm optimistic about the future of Emira Properties! I believe that the stock price could reach between R12,46 and R13,11in the near future. This prediction is based on several factors: 1. Market Trends: The overall property market is showing signs of recovery, which could positively impact Emira's valuation. 2. Strong Performance: Emira has a solid track record and continues to manage its properties effectively, which enhances investor confidence. 3. **Dividend Potential: With a recent divide

VUKILE TO R19,80 I'm feeling bullish about Vukile Property! I think it's poised for strong growth, and I wouldn't be surprised to see it hit **R19,93** in the near future. The company's focus on prime retail locations and its strong track record of performance make it a compelling investment. Of course, this is just my personal prediction and it's important to do your own research before making any investment decisions.

Our opinion on the current state of MARSHALL(MMP)Marshall (MMP) says the following about their business: "Based in the UK, with strategically located offices globally, Marshall Monteagle PLC is a diversified investment holding company. The company provides procurement, logistics, and trading in various hard and soft commodities, industrial raw materials, consumer food and non-food products. Other non-operational investments include Commercial & Industrial Properties and listed equities.” In its results for the year to 31st March 2024, the com

Our opinion on the current state of LABAT(LAB)Labat (LAB) is a 57% black-owned investment holding company which listed on the JSE in 1999. The company buys and improves subsidiaries and then sells them for a profit. At the moment, Labat has two operations - South African Micro-Electronic Systems (SAMES) and Labat Logistics. On 14th April 2020, the company announced that it had acquired 70% of Biodata, an East London-based company focused on cannabis healing. The acquisition is to be paid for in shares. The market for cannabis in South Afr

Our opinion on the current state of ARCINVEST(AIL)African Rainbow Capital (AIL) is a BEE investment company that was formed in 2015 and listed on the JSE in September 2017. Since it was formed, AIL has invested in more than forty listed and unlisted investments in a wide range of industries from telecommunications to mining, construction, energy, property, agriculture, insurance, asset management and banking. ARC Investments is 44.4% effectively owned by African Rainbow Capital Proprietary Limited (ARC), which in turn is 100% owned by Ubuntu-B

KUMBA IRON ORE (KIO) - WEEKLY CHART ANALYSIS CONTINUATION Building on the previous analysis, since April 2020, this area has served as a consistent support level, aligning with key technical signals. On four occasions, upward MACD crossovers, combined with RSI breaking its downtrend, preceded an average 50% gain.

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Our opinion on the current state of TRANSCAP(TCP)Transaction Capital (TCP) is a South African company with two primary divisions: minibus taxis and risk services, following the unbundling and separate listing of WeBuyCars (WBC). Its subsidiary, SA Taxi, is deeply integrated into the minibus taxi industry, offering financing, repairs, insurance, and vehicle sales. This vertical integration enables SA Taxi to dominate the value chain associated with minibus taxis, a vital mode of transport for over 69% of South African households, facilitating

Our opinion on the current state of ITLTILE(ITE)Italtile (ITE) is a franchisor specializing in tiles, sanitary ware, flooring, and home finishing products, which it manufactures and wholesales through its integrated supply chain. The company is controlled by the Ravazotti family and operates 206 physical stores alongside six online web stores. Additionally, Italtile owns a property portfolio of retail and industrial properties valued at approximately R4.3 billion. The company's manufacturing business includes a 95.47% stake in Ceramic Indus

Our opinion on the current state of SEREIT(SCD)Schroder European Real Estate Investment Trust (SCD), or SEREIT, is a real estate investment trust (REIT) which invests in properties across Europe. The company listed in London and on the JSE on 9th December 2015. It owns a diverse range of properties in high-growth cities across Europe, including London, Paris, Frankfurt, and Zurich. Its portfolio includes logistics, office, retail, and leisure properties, and it targets a dividend yield of 5.5% per annum. In its results for the year to 30th

Our opinion on the current state of RMBH(RMH)Rand Merchant Bank Holdings (RMH) is a company which used to own 34,1% of Firstrand and, since 2016, has been investing in property. RMBH was started 41 years ago by GT Ferriera, Laurie Dippenaar and Paul Harris and listed on the JSE in 1992 and split off and separately listed Rand Merchant Investment Holdings in 2011. RMH Property was formed with the acquisition of 27,5% of Atterbury, 34,1% of Propertuity and 40% of Genesis. After the sale of its 34% stake in FNB, RMH is now essentially a prope

Naspers NEXT push up to R501 with a Double Motion?W Formation has formed after some consolidation range in the last few months. The JSE is also showing strong upside to come as it's catching up to American markets as laggards do. Technicals are also looking promising with Price>20 and 200MA which deems it HIgh Probability as per the last trade idea. Target R501.59

Our opinion on the current state of AECI(AFE)AECI (AFE) is a leading producer of chemicals and explosives in South Africa. It supplies products for the mining industry, water treatment, animal health, food and beverages, and the industrial sector. It has businesses in Australia, North America, Europe, Asia, and Africa and employs 7600 people in 22 countries. AECI also has a property division called "Acacia." This company has successfully diversified away from its exposure to South Africa (40% of total revenue) and shown its ability to mak

Our opinion on the current state of GROWPNT(GRT)Growthpoint (GRT) is South Africa's largest real estate investment trust (REIT) with a primary listing on the JSE. Prior to COVID-19, it consistently grew its dividends 3% above the inflation rate on average over the last 15 years. The company owns 434 properties in South Africa worth R71bn. In addition, it has a 62,2% interest in Growthpoint Properties Australia (GOZ), which is listed on the Australian Stock Exchange (ASX) and owns 57 properties worth R49,8bn, and an 18,2% investment in ASX-l

Our opinion on the current state of SPAR(SPP)Spar (SPP) runs a chain of supermarkets across Southern Africa with 2402 stores. It also operates the Build-It chain in hardware and building materials and the Tops Liquor chain. It has operations in Southern Ireland under the name "BWG," which operates through 1392 stores, and the Spar chain of 388 stores in Switzerland. As a group, Spar is a very serious competitor in the South African retail industry, making extensive use of franchising to expand its network. The development of the new Poli

Our opinion on the current state of ANGLO(AGL)Anglo American (AGL), the risk normally associated with commodity stocks is mitigated in two ways. Firstly, the company has diversity of different minerals which reduces the impact of any one mineral entering a bear trend. Secondly, the traditional mechanism to avoid risk is to have a very strong balance sheet with plenty of headroom. That way, if things turn bad, you can ride out the storm. Anglo has such a balance sheet. Anglo describes itself as a globally diversified mining company with a p

Our opinion on the current state of ARGENT(ART)Argent (ART) is a manufacturer and beneficiator of steel and aluminium products supplying a wide range of businesses in South Africa. It also has operations in the US and the UK. Many of Argent's products are well-known in South Africa, such as Xpanda and Jetmaster. It also supplies bulk steel products and beneficiates to suit specific needs. For example, it sells tube, sheet coil, and plate steel. It modifies these products with bending, slitting, and cutting to length. The company is the lar

Our opinion on the current state of BRIKOR(BIK)Brikor (BIK) is a company that manufactures bricks, roof tiles, and clay pipes. It was listed on the Alt-X in August 2007 and describes itself as "...a diverse manufacturer and supplier of building and construction materials across a broad spectrum of the market from low-cost housing, residential to commercial, industrial, civil engineering and infrastructure projects and has a brick and coal segment through its subsidiary, Ilangabi Investments." The company is trying to improve its BEE status

Our opinion on the current state of BRIMSTON(BRT)Brimstone (BRT) is a black-controlled investment holding company with a diverse portfolio of holdings. It owns: 1. 54,2% of Sea Harvest, which is a listed fishing company and has a market capitalisation of just over R4,5bn. 2. 100% of Lion of Africa, a loss-making insurance company, which decided in November 2018 to cease operations and close its doors. 3. 100% of House of Monatic, a loss-making clothing manufacturer. 4. 24% of Oceana, the largest fishing company in South Africa with a

Our opinion on the current state of HYPROP(HYP)Hyprop (HYP) is a leading property real estate investment trust (REIT) that specialises in high-quality shopping malls in South Africa and some interests in Eastern Europe and Africa to the North. It owns some of South Africa's best-known shopping malls like Rosebank, Canal Walk, Hyde Park, and Clearwater. It has been impacted to some extent by the fall-off in consumer spending through lower trading densities. This share is currently trading at close to half of its net asset value (NAV) of R63.