PDSNET ARTICLES - FEBRUARY 2021

Naspers

Naspers is the largest share on the JSE with a market capitalisation of R1,67 trillion. Naspers was founded in 1915, as a printer and publisher of newspapers and magazines. It has since evolved into an international social media, entertainment and gaming company.

This share has the problem that it is undervalued in relation

Sibanye Vs Amplats

Right now, comparing Amplats with Sibanye is instructive for private investors – and made more interesting because:

  1. They are both mining houses producing precious metals, mainly platinum group metals.(PGM's).
  2. They have the same financial year-end (31st December).
  3. They have both recently produced trading statements for the 2020 financial

Hudaco

In the current environment investors should be looking for listed companies that have managed to weather the COVID-19 storm and emerged with strong growth. These companies would have had two important components before the pandemic began – a strong balance sheet and highly competent management. Hudaco had both.
Hudaco is a company with two primary divisions:

  1. The