7058 replies to this topic

[Zero Hedge]

Also, CFR long anyone?

Difficult to see how tomorrow's full year results can be a positive catalyst...unless they surprise on the dividend like last year

[Zero Hedge]

Naspers is still likely go up tomorrow though, right?

Watch the Nasdaq tonight...that will be your cue...I am however a nervous holder of NPN...the volatility is off the charts and that worries me!

[alsi_speculator]

Also, CFR long anyone?

[alsi_speculator]

Tencent will open up very strong...difficult to say what NPN will do tomorrow as a lot of the good news are being factored into NPN performance today already...i.e. NPN up 8% whilst Tencent ended up 1.3% only...so some catch up to do first for Tencent.

Naspers is still likely go up tomorrow though, right?

[Zero Hedge]

HDB, I agree...problem is for now the market believes Ian and Ralph re synergies to be extracted...the big risk is whether Woolies management can execute on the 20% private label promise!!

[HDB]

thanks for that. think i'll monitor this stock. with news like that i dont think it will fall hard anytime soon

 

 

This is the reason for strength in Woolies...

 

Woolworths hosted a visit for both buy and sell side analysts and fund managers to see the David Jones and CRG (Country Road Group) stores in Australia. The two-day trip enabled us to see both the main CBD and suburban stores with management from both sides of the business, in order to further assess the potential of the DJS acquisition.

 

Overall view – The opportunity to turn around the David Jones business was very clear, in our view. This in turn made the acquisition rationale of Woolworths clearly evident and we came away more positive, about both the deal and the upside potential.

 

Key learnings –

1. David Jones is coming off a low base which implies that even with basic retail skills and no additional synergies there is considerable upside potential in the business.

1. We had underestimated the significant opportunities to leverage the value in the property portfolio from better usage but more so from further development.

1. We also see considerable benefits for the CRG, of which Woolworths owns 88%, through the DJS acquisition.

1. Woolworths' management believes that in time there will be a further significant opportunity in establishing a food business, similar to the Woolworths offering in South Africa, in Australia.

 

David Jones is old departments stores like out Stuttafords and old John Orrs!!  Was there...not impressed!! Management will have to get stuck in to implement the changes!!

[Zero Hedge]

So Tencent results looking good and NPN up 8%. Is it safe to assume that Tencent is going to open on fire tomorrow in the easy and further boost NPN?

Tencent will open up very strong...difficult to say what NPN will do tomorrow as a lot of the good news are being factored into NPN performance today already...i.e. NPN up 8% whilst Tencent ended up 1.3% only...so some catch up to do first for Tencent.

[Queen B]

ABL is like see-saw

People could have made some easy money today if they took a risk 

[Rookie16]

So Tencent results looking good and NPN up 8%. Is it safe to assume that Tencent is going to open on fire tomorrow in the easy and further boost NPN?

[loading.....]

 

This is the reason for strength in Woolies...

 

Woolworths hosted a visit for both buy and sell side analysts and fund managers to see the David Jones and CRG (Country Road Group) stores in Australia. The two-day trip enabled us to see both the main CBD and suburban stores with management from both sides of the business, in order to further assess the potential of the DJS acquisition.

 

Overall view – The opportunity to turn around the David Jones business was very clear, in our view. This in turn made the acquisition rationale of Woolworths clearly evident and we came away more positive, about both the deal and the upside potential.

 

Key learnings –

1. David Jones is coming off a low base which implies that even with basic retail skills and no additional synergies there is considerable upside potential in the business.

1. We had underestimated the significant opportunities to leverage the value in the property portfolio from better usage but more so from further development.

1. We also see considerable benefits for the CRG, of which Woolworths owns 88%, through the DJS acquisition.

1. Woolworths' management believes that in time there will be a further significant opportunity in establishing a food business, similar to the Woolworths offering in South Africa, in Australia.

 

thanks for that. think i'll monitor this stock. with news like that i dont think it will fall hard anytime soon

[Zero Hedge]

if it breaks the 7785 mark then you should panic. if it doesnt then it should be in for a nice freefall

This is the reason for strength in Woolies...

 

Woolworths hosted a visit for both buy and sell side analysts and fund managers to see the David Jones and CRG (Country Road Group) stores in Australia. The two-day trip enabled us to see both the main CBD and suburban stores with management from both sides of the business, in order to further assess the potential of the DJS acquisition.

 

Overall view – The opportunity to turn around the David Jones business was very clear, in our view. This in turn made the acquisition rationale of Woolworths clearly evident and we came away more positive, about both the deal and the upside potential.

 

Key learnings –

1. David Jones is coming off a low base which implies that even with basic retail skills and no additional synergies there is considerable upside potential in the business.

1. We had underestimated the significant opportunities to leverage the value in the property portfolio from better usage but more so from further development.

1. We also see considerable benefits for the CRG, of which Woolworths owns 88%, through the DJS acquisition.

1. Woolworths' management believes that in time there will be a further significant opportunity in establishing a food business, similar to the Woolworths offering in South Africa, in Australia.

[alexander]

Delta, can't find anything on marketwatch or Bloomberg.

got it Tencent beats estimates      http://www.bloomberg...-increases.html

[alexander]

Alex..tencent results out would be my guess

Delta, can't find anything on marketwatch or Bloomberg.

[delta66]

Alex..tencent results out would be my guess

[alexander]

NPN trading @ 1055-00 then a sudden jump to 1125-00 with volume huge volumes what i am I missing here?

[loading.....]

WHL is worrying me! Hope it goes no higher....

if it breaks the 7785 mark then you should panic. if it doesnt then it should be in for a nice freefall

[crowe]

WHL is worrying me! Hope it goes no higher....

[strydomk]

There are a few shares that are just defying all reason and logic. FSR, woolies, Bidvest. PE's mean nothing. Free QE money nothing else.

[Queen B]

FSR pretty close to hitting the R40 mark

If it does, then who knows where it goes from there

I agree this share has run way too hard, but it might still surprise us

[Rolycpt]

WHL at 7550 is ripe for a short...

 

Short WHL at 7555. Should move down when the rights issue is finalised in the coming days..