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TreasuryONE webinar: Recession, depression, inflation, the petrol price and the rand
Last week's TreasuryONE webinar offered deep insights into the macroeconomic volatility and drivers of the rand. Don't miss the YouTube recording!
Consumer and Retail
Discretionary retailers on the JSE – part 3
In the third and final part of his series on discretionary retailers on the JSE, Chris Gilmour covers Mr Price, TFG, Pepkor, Cashbuild and Lewis.
Library
Value your business and make a positive impact
As the founders of bizval, we are celebrating Mandela Day by inviting you to value your business between 18th and 31st July. Use coupon code 46664 on checkout and we will donate 50% of the fee to Gugulethu Chess College.
Diversified Industrials
Lonsa Everite acquires Swartland for R1.3 billion
Lonsa Everite has acquired Swartland for R1.3 billion, cementing a platform to build a leading building materials group in Sub-Saharan Africa within the next five years.
Consumer and Retail
Discretionary retailers on the JSE – Part 2
Truworths has a share price that has been on sale for a long time now. The company has been ex-growth under current management. What can change from here and will the Primark battle go its way long-term?
Consumer and Retail
Discretionary retailers on the JSE – Part 1
After covering non-discretionary retailers, Chris Gilmour now ventures into the discretionary retailers on the JSE, starting with Woolworths.
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Some relief on inflation – or is there?
All eyes will be on speeches by Fed Chair Powell and ECB Chief Lagarde on Wednesday. EU inflation numbers are due this week. Watch out for related commodity and rand moves.
Consumer and Retail
JSE retailers – where is the value?
In this detailed piece, Chris Gilmour considers the non-discretionary retailers on the JSE and where investors might find value (or not).
