Numbers of choice for stock pickers – Personal Finance
They say numbers don’t lie, and the numbers on a company’s financial statements can reveal whether or not it really is a worthwhile investment. Mark Bechard asked asset managers which numbers they use most when assessing a share. Compiled by Mark Bechard with commentary by Abdul Davids – head of research for Kagiso Asset Management. […]
South Africa’s platinum industry forced by virus to look into the abyss – Moneyweb
South Africa’s gold industry has been dying slowly for years. As the coronavirus undercuts the already fragile case for investment, its platinum mines my be next. Felix Njini and Elena Mazneva report, with commentary from Mandi Dungwa – portfolio manager for Kagiso Asset Management. view article
Exxaro braces for uncertainty – Business Day
Diversified miner Exxarro Resources, Eskom’s largest coal supplier, expects export sales to fall in the second half of 2020 after weathering the Covid-19 storm remarkably well in the first six months of the year. Article by Lisa Steyn with comments by Mandi Dungwa – portfolio manager for Kagiso Asset Management. view article
