Zimmer Biomet: smart orthopaedics
Written by Edward Mtsweni – Associate Analyst With populations rapidly ageing in developed economies and China, there is a growing need for orthopaedic medical treatments as bones and joints deteriorate in old age. Through significant investment in research, development and innovation, Zimmer Biomet (Zimmer) stands out as a global leader in the orthopaedic products field. […]
Panasonic – beyond appliances
Written by Abdul Davids – Head of Research In 1918, at the end of the First World War, Konosuke Matsushita founded the Matsushita Electric Housewares Manufacturing Works (Matsushita Corporation) – with a two-way socket and an attachment plug for light bulbs as its only inventions. Spawned from these humble beginnings, the business – now known […]
Aspen: drugs for Africa
Mohamed Mitha – Investment Analyst Aspen Pharmacare began trading in 1997 from a converted suburban house in Durban. 25 years on and through sheer ambition and bold deal-making, this company is now the largest pharmaceutical manufacturer in Africa, operating in 150 countries across six continents. Aspen’s rise is one of South Africa’s foremost corporate success […]
The mobile money opportunity
Aslam Dalvi – Portfolio Manager “Mobile money” encompasses a set of financial services (and to a lesser extent other commercial services) provided to consumers through their mobile telephones. At the core of the service is usually a mobile wallet that is either directly linked to a bank account or to a customer identity, with funds […]
AB InBev: has beer lost its fizz?
Dirk van Vlaanderen – Portfolio Manager The recipe for beer has remained unchanged for thousands of years. Water, barley, hops and yeast continue to be combined in breweries all over the world to create this popular, refreshing beverage. However, industry trends suggest that consumers young and old are drinking less beer, demanding a greater variety […]
Building blocks stacked for Fortress
Meyrick Barker – Investment Analyst Fortress Real Estate Investment Trust (REIT) originally listed on the JSE Securities Exchange in October 2009, with a market capitalisation of R1.8 billion and a primary focus on South African retail assets. We discuss how the property portfolio has been reconfigured over the years and why we believe that it […]
Aspen: drugs for Africa
Mohamed Mitha – Investment Analyst Aspen Pharmacare began trading in 1997 from a converted suburban house in Durban. 25 years on and through sheer ambition and bold deal-making, this company is now the largest pharmaceutical manufacturer in Africa, operating in 150 countries across six continents. Aspen’s rise is one of South Africa’s foremost corporate success […]
Opportunity aplenty for Telkom
Written by Gracious Mashila – Associate Analyst Fixed telephone lines were first introduced in South Africa in the late 1800s, when the infrastructure was managed by the Department of Post and Telecommunications. Telkom was incorporated as an independent state-owned company in 1991 and listed on the JSE Securities Exchange in 2003. Telkom, in partnership with […]
PGMs: towards greener mobility
Written by Mandi Dungwa – Portfolio Manager The transportation of people and goods is expected to evolve significantly as the world endeavours to reduce global greenhouse gas emissions to zero by 2050 – in our attempt to moderate climate change. This transition will materially impact the markets for platinum group metals (PGM). We explore these […]
Nutrien sows sustainable seeds
Written by Abdul Davids – Portfolio Manager Nutrien is a Canadian-based agricultural chemicals company that was formed following the 2018 merger of Agrium Limited and PotashCorp. It has grown to become the world’s largest provider of crop inputs and services, with close to 20 000 employees and operations in 14 countries – reaching every major […]
