Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Shoprite could buy Pick n Pay, but should you buy Shoprite? (#577)
MP3•בית הפרקים
Manage episode 405079585 series 17433
תוכן מסופק על ידי JustOneLap.com. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי JustOneLap.com או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Shoprite* Results and Market Comparison
- Discusses the recent Shoprite results, emphasising excellent performance against a high base.
- Highlights Shoprite's significant CapEx spending, customer savings, and market share gains.
- Compares market cap of Pick n Pay and Shoprite, pointing out the latter's cash reserves.
- Reflects on the historical revenue comparison between Shoprite and Pick n Pay over the past 20 years.
- Shoprite's Competitive Position and Stock Analysis
- Questions whether Shoprite is always destined to be an expensive stock.
- Analyzes the current PE ratio, forward PE, and 10-year mean, suggesting that the stock may not be as expensive as perceived.
- Shares consensus forecasts and target prices for Shoprite, indicating a potential undervaluation.
- Expresses the belief that Shoprite at ±R270 might not be as expensive as it appears, drawing parallels with the valuation of Nvidia.
- Shoprite's Success Factors and Pick n Pay's Struggles
- Explores the factors contributing to Shoprite's success, including central distribution centers and efficiency.
- Contrasts Shoprite's strategy with Pick n Pay's challenges, noting a decline in consumer satisfaction.
- Mentions Pick n Pay's recent financial struggles, including a rights issue and debt increase.
- Addresses the unusual situation of both gold and Bitcoin reaching all-time highs simultaneously.
- Discusses the fears driving gold prices, such as inflation, interest rates, conflicts, and global elections.
- Highlights gold's potential target of $2,500 and the positive impact on gold mining profits.
- Shares the performance of various gold mining stocks over the past three years.
- Updates listeners on Canal+'s revised offer of R125 per share for MultiChoice, which is currently trading at R113.50.
- Discusses the time value and risk value of the deal, expressing the view that this might be the final offer.
- Examines the increase in net finance costs for Sea Harvest, attributed to higher interest rates.
- Acknowledges the challenges faced by Corporate South Africa, including Eskom issues, logistic challenges, and rising interest rates.
- Assures listeners that some of these challenges may start to fade away in the future.
528 פרקים
MP3•בית הפרקים
Manage episode 405079585 series 17433
תוכן מסופק על ידי JustOneLap.com. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי JustOneLap.com או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Shoprite* Results and Market Comparison
- Discusses the recent Shoprite results, emphasising excellent performance against a high base.
- Highlights Shoprite's significant CapEx spending, customer savings, and market share gains.
- Compares market cap of Pick n Pay and Shoprite, pointing out the latter's cash reserves.
- Reflects on the historical revenue comparison between Shoprite and Pick n Pay over the past 20 years.
- Shoprite's Competitive Position and Stock Analysis
- Questions whether Shoprite is always destined to be an expensive stock.
- Analyzes the current PE ratio, forward PE, and 10-year mean, suggesting that the stock may not be as expensive as perceived.
- Shares consensus forecasts and target prices for Shoprite, indicating a potential undervaluation.
- Expresses the belief that Shoprite at ±R270 might not be as expensive as it appears, drawing parallels with the valuation of Nvidia.
- Shoprite's Success Factors and Pick n Pay's Struggles
- Explores the factors contributing to Shoprite's success, including central distribution centers and efficiency.
- Contrasts Shoprite's strategy with Pick n Pay's challenges, noting a decline in consumer satisfaction.
- Mentions Pick n Pay's recent financial struggles, including a rights issue and debt increase.
- Addresses the unusual situation of both gold and Bitcoin reaching all-time highs simultaneously.
- Discusses the fears driving gold prices, such as inflation, interest rates, conflicts, and global elections.
- Highlights gold's potential target of $2,500 and the positive impact on gold mining profits.
- Shares the performance of various gold mining stocks over the past three years.
- Updates listeners on Canal+'s revised offer of R125 per share for MultiChoice, which is currently trading at R113.50.
- Discusses the time value and risk value of the deal, expressing the view that this might be the final offer.
- Examines the increase in net finance costs for Sea Harvest, attributed to higher interest rates.
- Acknowledges the challenges faced by Corporate South Africa, including Eskom issues, logistic challenges, and rising interest rates.
- Assures listeners that some of these challenges may start to fade away in the future.
528 פרקים
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