Investors Monthly

Both in South Africa and overseas some shares seem to stand out as being promising for the near future. Here are a few of them, in sectors as diverse as property and cryptocurrency

The group has reversed a profit loss and more than doubled free cash flow, but it is battling legal action over its operations in Iran and Afghanistan

It helps to view Adcorp as two distinct businesses — in South Africa and Australia — operating side by side, each with its own dynamics yet contributing almost evenly to group earnings

One reason for PSG’s consistent good performance is that once they’re in, clients seldom want to leave

How Master Drilling plans on transforming from a drilling contractor into a tech-enabled mining solutions partner

Buoyed by the promise of AI innovations, the firm is finding ways to overcome the setback it suffered from the weight-loss drugs explosion

The gung-ho Balwin of the past seems to have mellowed and become more pragmatic, with a greater focus on financial prudence and returns

The Southern African business’s ROE runs at 18.5%, ahead of that of Nedbank and Absa

Despite consumer hardship, its revenue in this country has risen 13.8% as management runs a resilient cyclical business

Expect more chunky dividends as the fertiliser and explosives business enters its cash-accretive second half

The Parks acquisition takes SA Corp’s housing portfolio to nearly 20,000 units (including about 4,300 student beds), and lifts its residential exposure to 49% of total assets

Alexforbes, with a p:e of 14, looks expensive but is the dominant player in the pension fund consulting sector on the JSE

How to invest when uncertainty and divergence characterise the investment outlook for the year ahead. Faced with policy uncertainty and expensive assets, discipline and structure will outweigh speculation

The gaming houses aren’t just competing with one another — they are also competing with just about every other form of entertainment you can think of

What listings, mergers, unbundlings and takeovers can we expect before the year ends?