Few jingling tills this year, say analysts – The Sunday Times
Retail, which had a tough year navigating load-shedding and a weak macroeconomic environment that hit consumers’ disposable income, could be in for another difficult year as analysts flag risks to growth. Article by Thabiso Mochiko with commentary from Mohamed Mitha – investment analyst for Camissa Asset Management. view article
Learning from bygone investment luminaries creates a solid foundation – Moneyweb
Investing is for the patient – it’s not a 100m sprint – and pay down your debt; try to invest with after-debt earnings and savings: Abdul Davids, Head of Research for Camissa Asset Management. Article by Ryk van Niekerk. view article
Camissa sees ‘massive opportunity’ in SA equities – Citywire
The asset manager believes many self-correcting mechanisms in markets and economies will see the present local negative trends recede. Written by Justin Brown with insights from Gavin Wood – CIO for Camissa Asset Management. view article
Secunda is the problem in Sasol’s bid to cut emissions – Business Day
Energy and chemicals major Sasol’s tough juggling act of reducing and ultimately eliminating its significant emissions while staying profitable and delivering superior returns for shareholders, will largely depend on what it does with its Secunda operations over the next few years. Article by Kabelo Khumalo and Andries Mahlangu with comment from Abdul Davids – head […]
Shoprite hits record in market share growth – Sunday Times
Shoprite has set its sights on widening its lead against competitors as it continues its aggressive store expansion after record market share growth. It will spend R8.5 bn in the 2024 financial year, up from R6.8 bn in fiscal 2023. Article by Thabiso Mochiko with comment from Mohamed Mitha – investment analyst for Camissa Asset […]
Bank on it: diversification is key – The Times
As a spike in credit impairments by battered South African consumers hurts banks, their corporate & investment units and Africa operations are having to save the day. Article by Dineo Faku with comment from Meyrick Barker – investment analyst for Camissa Asset Management. view article
Boutiques Connect: Camissa Asset Management – AssetTV
In this Boutiques Connect update by AssetTV, Gavin Wood – chief investment officer for Camissa Asset Management – discusses asset allocation, Camissa’s contrarian approach and the importance of building an efficient team. view article
OPINION: The investment case for the owner of Iwisa, Blue Ribbon and Snowflake – News24
Premier Foods, one of South Africa’s oldest food and consumer packaged goods businesses, started as a small bakery in 1824 and has grown to be a leading branded and private label food manufacturer operating in South Africa, Eswatini, Mozambique, Lesotho and the UK – writes Nicholas Brown – associate analyst for Camissa Asset Management. view […]
OPINION: The Foschini Group faces challenges – but it looks cheap – News24
The Foschini Group has an ambitious strategy and, in a tough environment, success is not particularly evident as yet. But the company’s shares seem to be undervalued, writes Mohamed Mitha – investment analyst for Camissa Asset Management. view article
Thinking and being more unconventional pays huge dividends – Citywire
Gavin Wood believes that in investment management it pays to pursue inaccessible areas that are difficult to master. Article by Patrick Cairns with comment from Gavin Wood – chief investment officer for Camissa Asset Management. view article
