Mark Ingham: Why I like Imperial – well priced plus possible unbundling bonus
Independent investment analyst Mark Ingham has run detailed numbers on JSE-listed Imperial Holdings and likes what he sees.
Mark Ingham
Has Sibanye’s Froneman over-reached in SA deal of year? Mark Ingham thinks not
Existing and potential investors in Sibanye would do well to listen to this podcast with Mark Ingham before deciding whether to support the group’s proposed $2.7bn acquisition of US palladium miner Stillwater.
Mark Ingham: Exposing junk – dispelling ratings agency myths, mumbo jumbo.
Independent investment analyst Mark Ingham dispels the financial myths and mumbo-jumbo of rating agencies.
Mark Ingham: Bargains beckon after Big 3 hospital groups grab foreign stake
Mark Ingham takes us through the relative attractions of the Big Three hospital groups, all of which offer pretty good value after recent reversals in their share prices.
Mark Ingham’s high conviction buy call: Ever expensive Aspen suddenly cheap
Mark Ingham unpacks the attraction of the R130bn market cap stock Aspen which has grown into a multinational operation with only around one fifth of its business in South Africa.
Mark Ingham: The Pick n Pay story – how “high conviction” in Brasher paid off
In this in-depth discussion with Alec Hogg, Mark Ingham looks ahead to what can be expected in Pick n Pay’s results for the half year to end August.
Mark Ingham assesses Steinhoff: Top SA entrepreneurs combine to make magic.
In this in-depth assessment of Steinhoff, independent investment analyst Mark Ingham dives into the detail and comes to some interesting conclusions.
Mark Ingham: Banking shares vulnerable as risk of Nenegate II is rising
Mark Ingham casts his eye over the “mini Nenegate” of the past week and advises investors to steer clear of SA banking stocks, explaining why another post-Nenegate plunge of 20% is not inconceivable.
Zuma v Pravin – owners of SA’s Big Four banks down R100bn in two weeks
In a developing country like SA, big banking stocks are excellent barometers of investor confidence. The current selloff might have taken longer than Nenegate, but it sends the same message.
Adcock Ingram, Hulamin, Aspen and more: Expert analysis from David Shapiro
In order to succeed in the stock markets, you have to be able to assess how news will affect the various companies available for investment. Few are better at accurately analysing South African shares than David Shapiro, deputy chairman of Sasfin Securities. David is, I reckon, at his best when he is dissecting the Johannesburg … Read more