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Local and offshore property - JSE Power Hour
Posted 12 October 2020 - 12:24 PM
Posted 01 September 2020 - 01:42 PM
Portfolio re-balancing prior to close out next month my guess...
Check yesterday's volume on pick N pay...!!! Insane...
Anyone need a heads up...!
Posted 01 September 2020 - 10:00 AM
Any views on RDF, been going down and down recently, where will it end.
Posted 05 June 2020 - 10:37 AM
Posted 29 May 2020 - 12:20 PM
MSCI index changes for 29 May
I believe that RDF is also falling out of the JSE Top 40 as well.
Posted 28 May 2020 - 03:13 PM
RDF has written off goodwill so the NAV of R8+ is all bricks and mortar. It's a steal. Wasn't even trading at the current price 20 years ago.
EPP was the first in the stable to with hold the divi after announcing it was going to pay it (RDF owns 48% of EPP).
Unlike S.A., Poland's economy was in a good state prior to their lock down and was not as adversely effected by Cov-19 as other European countries. According to the European Commission, Poland will cope with the fallout of the coronavirus crisis better than any other economy in the European Union.
Mals opened on the 27th April, kindergartens reopened from May 6. Hair dressers and restaurants are opening on 18 May, though strict hygiene rules will be in force.
EPP's NAV=1.32€. The dividend it's with holding amounts to an annualised 37% (in Rand terms). In a 0.25% environment (Europe), that's a once in a life time opportunity to buy a Rand hedge, dirt cheap..
Unemployment not expected to be effected as a result of the epidemic.
Relaxing face mask rules, reopening theatres, gyms.
The European Commission on Wednesday unveiled a EUR 750 billion proposal to prop up economies battered by the coronavirus.
Of this, Poland will receive EUR 63.8 billion(R1.2 trillion Rand for 37 million people versus R500 billion for 58 million South Africans) in grants and loans amid the pandemic, the third-highest amount in the bloc, after Italy and Spain.
Posted 27 May 2020 - 08:37 AM
MSCI index changes for 29 May
Posted 21 May 2020 - 02:35 PM
Posted 21 May 2020 - 02:17 PM
Rdf getting klapped last mnth or so.... Huge volumes trading. Bottom price?
Wow, what a turn around. From around 180, it is at 240 now.
Posted 14 May 2020 - 06:45 PM
RDF has written of goodwill so the NAV of R8+ is all bricks and mortar. It's a steal. Wasn't even trading at the current price 20 years ago.
EPP was the first in the stable to with hold the divi after announcing it was going to pay it (RDF owns 48% of EPP).
Unlike S.A., Poland's economy was in a good state prior to their lock down and was not as adversely effected by Cov-19 as other European countries. According to the European Commission, Poland will cope with the fallout of the coronavirus crisis better than any other economy in the European Union.
Mals opened on the 27th April, kindergartens reopened from May 6. Hair dressers and restaurants are opening on 18 May, though strict hygiene rules will be in force.
Posted 11 May 2020 - 03:30 PM
Yip, it does look like the market doesn't like their recent set of results. One would have hoped that the news of economies around the world starting to open up, would be good news for property companies. Too soon to call a bottom for RDF as the trend still seem to be down for them.
Posted 11 May 2020 - 11:58 AM
Rdf getting klapped last mnth or so.... Huge volumes trading. Bottom price?
Yip, it does look like the market doesn't like their recent set of results. One would have hoped that the news of economies around the world starting to open up, would be good news for property companies. Too soon to call a bottom for RDF as the trend still seem to be down for them.
Posted 11 May 2020 - 09:37 AM
Posted 30 April 2020 - 10:08 AM
Couldn’t resist a dip in RDF. 2.20. Future dividends of +- 40c. Why not.
Nice one. You're already in the green (at 238). It is going to be interesting to hear what commentary (on how things are currently) comes out on Monday with their results.
Posted 29 April 2020 - 05:08 PM
Posted 28 April 2020 - 04:27 PM
Any views on when will be a good time to get back into property stocks?
Posted 19 September 2018 - 08:47 AM
seems growthpoint in the big twang now.
Another resilant?
Hopefully not..
Posted 17 September 2018 - 10:43 AM
seems growthpoint in the big twang now.
Another resilant?
Trading is one of the only fields where genuine con artists/scammers will urge you to “be careful of con artists/scammers.”
Posted 18 August 2018 - 12:12 PM
Thanks Goliath. Your views are always appreciated.
Just wondering what's your current view on the bigger property stocks (growthpoint, Redefine, Investec, Hyprop). Maybe good to include one or more of them in one's property portfolio, to enhance the quality and better diversify. Your thoughts?
Decided to move all into cash - as being in the propert industry we are noticing lots of people starting to sell their property investments due to landgrab fears among other things.. buyers market at the moment, so will hopefully get a bargain or two. (famous last words)