Trade of the Month: Hulamin has grasped the nettle
Nampak has to make a decision about the details of a pending rights issue
The Trade of the Month column is probably the one segment IM’s financial writers shy away from. First, the JSE does not really offer a surfeit of stocks in specific investment themes, and second, quite often prospects don’t differ markedly enough to justify a confident call on a buy or sell rating.
This month we were spoilt for choice … a bit. Initially we toyed with lining up Montauk Renewables against Renergen, about which several commentators on social media have formed strong opinions. Also, Shoprite vs Pick n Pay might have been interesting in a margin-squeezing environment, as might a standoff between Curro and its corporate cousin, Stadio. Someone even suggested Super Group and Barloworld — a most interesting pairing to contemplate, and something that might well be tackled in a coming edition. ..
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