NVest Securities follows a common-sense approach to investing combined with rigorous valuation. Over the years, this approach has produced superior investment returns for our clients.
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We have seen a tumultuous week for tech stocks. First, we had Alphabet tumble 20% in two days after they reported third quarter results that disappointed high expectations, followed by more volatility on the back of concerns over the regulatory environment in the face...
Q2 earnings season saw major hyperscalers raise capex guidance yet again; reiterating that demand continues to outpace available capacity. Combined capex from Amazon, Microsoft, Alphabet, Meta and Oracle is estimated to reach an eye-watering $1.1 trillion in 2027....
The overwhelming excitement surrounding this listing is driven by the fact that SpaceX is a truly unique enterprise with virtually no direct competition in the specialized sectors where it operates. The corporation consists of three high-quality, robust operating...
What resulted came in far short of this with the ANC falling to 40.2% (from 57% in 2019), DA 21.8% (from 20.7%), MK 14.6% (from not existing sixth months ago) and the EFF 9.5% (from 10.8%). Scource: aljazeera.com: South Africa elections results-2024 A drop of this...
Throughout the weeklong deadline extension, BHP worked extensively to address concerns AGL had with BHP’s proposal. Despite numerous engagements with AGL and its advisors, as well as the rejection of a third updated bid from BHP, BHP has made the decision to walk away...
The Revised Proposal An all-share offer for Anglo American (AGL) by the BHP Group Preceded by separate demergers by AGL of its entire shareholdings in Anglo American Platinum Limited (AMS) and Kumba Iron Ore Limited (KIO) to AGL shareholders The two parts of the...
The Revised Proposal An all-share offer for AGL by the BHP Group Preceded by separate demergers by AGL of its entire shareholdings in Anglo American Platinum Limited (AMS) and Kumba Iron Ore Limited (KIO) to AGL shareholders The two parts of the proposal are...
The Proposal An all-share offer for Anglo American (AGL) by the BHP Group Preceded by separate demergers by AGL of its entire shareholdings in Anglo American Platinum limited (AMS) and Kumba Iron Ore Limited (KIO) to AGL shareholders The two parts of the proposal are...
The once darling of the stock market has had its fair share of challenges. Some originating from its own decisions, others from factors outside of management’s control. However, Aspen Pharmacare enters 2024 with a strong balance sheet, drivers for strong earnings...
SA Listed Property remains one of our most favoured sectors. In our opinion it offers significant value at current levels and results across the sector attest to this. In this short video we take a look into the most recent price movement addressing the key points of...
We believe DIS is currently offering a very compelling entry point into a top-quality company with huge brand power; supporting our investing theme of Services & Experiences plus it has significant pricing power. At current levels DIS is trading at a large...
Current regulatory headwinds are putting pressure on the valuations of many Chinese tech giants by depressing valuations, and causing a distraction from the evident scale, dominance, and cash-generative nature of these businesses.We remain confident in the growth...
The SA banks continue to lag the rest of the market as far as performance is concerned, even though the macroeconomic environment is normalizing, and the credit risks remain within normal ranges. We continue to believe current valuations offer an attractive entry...
New Oriental Education & Technology Group (EDU)EDU is a large-scale leading provider of private tutoring in China, that offer services both offline and online. In a country where education is one of the main keys to social mobility, Chinese parents are often willing...
There is a general negative perception that South African consumers are under strain, and this is flowing through into suppressed valuations of consumer-focused cyclical stocks in general and the apparel retail and bank stocks specifically. While 2020 was a...
A lot of news is currently circling about a potential pick-up in inflation causing the market to crash. Let’s be clear, there is no direct link to inflation having a negative impact on equity markets. The impact on equity markets will come from the US Fed having to...
