- User Profile
- Watchlists
- Watchlist
Watchlist
Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
EME EMCOR Group US$797.4370.1% overvalued intrinsic discount 7.1%7D -11.7%3M | ||||||
BVT Bidvest Group R248.0715.0% undervalued intrinsic discount 5.2%7D 6.3%3M | ||||||
TRU Truworths International R53.14n/aintrinsic discount 5.1%7D 2.6%3M The author hasn't set a fair value for TRU | ||||||
LHC Life Healthcare Group Holdings R11.28n/aintrinsic discount 5.1%7D -8.9%3M The author hasn't set a fair value for LHC | ||||||
5101 Yokohama Rubber Company JP¥7,669.00n/aintrinsic discount 4.4%7D 24.7%3M The author hasn't set a fair value for 5101 | ||||||
CLS Clicks Group R220.5434.8% undervalued intrinsic discount 3.9%7D -16.1%3M | ||||||
SHP Shoprite Holdings R287.00n/aintrinsic discount 3.9%7D 2.2%3M The author hasn't set a fair value for SHP | ||||||
PIK Pick n Pay Stores R19.01n/aintrinsic discount 3.6%7D -3.5%3M The author hasn't set a fair value for PIK | ||||||
PPH Pepkor Holdings R21.29n/aintrinsic discount 3.3%7D -3.1%3M The author hasn't set a fair value for PPH | ||||||
FSR FirstRand R98.686.1% undervalued intrinsic discount 2.9%7D 11.8%3M | ||||||
V Visa US$366.1311.1% undervalued intrinsic discount 2.9%7D 11.6%3M | ||||||
500420 Torrent Pharmaceuticals ₹5,102.80n/aintrinsic discount 2.9%7D 21.7%3M The author hasn't set a fair value for 500420 | ||||||
SBK Standard Bank Group R329.22n/aintrinsic discount 2.8%7D 2.7%3M The author hasn't set a fair value for SBK | ||||||
7814 JAPAN Creative Platform Group JP¥644.00n/aintrinsic discount 2.4%7D 12.6%3M The author hasn't set a fair value for 7814 | ||||||
CPI Capitec Bank Holdings R4,714.09n/aintrinsic discount 2.3%7D 9.0%3M The author hasn't set a fair value for CPI | ||||||
WBO Wilson Bayly Holmes-Ovcon R157.34n/aintrinsic discount 2.2%7D -8.4%3M The author hasn't set a fair value for WBO | ||||||
PYPL PayPal Holdings US$57.21n/aintrinsic discount 1.9%7D 13.4%3M The author hasn't set a fair value for PYPL | ||||||
IMP Impala Platinum Holdings R179.58n/aintrinsic discount 1.5%7D -22.7%3M The author hasn't set a fair value for IMP | ||||||
MPL Medibank Private AU$5.17n/aintrinsic discount 1.0%7D 9.5%3M The author hasn't set a fair value for MPL | ||||||
6995 Tokai Rika JP¥3,175.00n/aintrinsic discount 0.2%7D 11.8%3M The author hasn't set a fair value for 6995 | ||||||
AIP Adcock Ingram Holdings R74.80n/aintrinsic discount 0%7D 6.9%3M The author hasn't set a fair value for AIP | ||||||
VIS Visual International Holdings R0.03n/aintrinsic discount 0%7D 0%3M The author hasn't set a fair value for VIS | ||||||
SAR Safari Investments RSA R8.40n/aintrinsic discount 0%7D 7.7%3M The author hasn't set a fair value for SAR | ||||||
EXX Exxaro Resources R203.74n/aintrinsic discount -0.04%7D -7.4%3M The author hasn't set a fair value for EXX | ||||||
BATS British American Tobacco UK£45.70n/aintrinsic discount -0.04%7D 5.6%3M The author hasn't set a fair value for BATS | ||||||
CMH Combined Motor Holdings R39.00n/aintrinsic discount -0.08%7D -6.3%3M The author hasn't set a fair value for CMH | ||||||
EGY VAALCO Energy US$5.3318.4% overvalued intrinsic discount -4.0%7D -17.7%3M | ||||||
OMN Omnia Holdings R105.55n/aintrinsic discount -4.1%7D 9.4%3M The author hasn't set a fair value for OMN | ||||||
FCC Fomento de Construcciones y Contratas €11.36n/aintrinsic discount -4.4%7D 2.0%3M The author hasn't set a fair value for FCC | ||||||
CROX Crocs US$128.0115.5% undervalued intrinsic discount -5.0%7D 23.2%3M | ||||||
FTH Frontier Transport Holdings R6.10n/aintrinsic discount -6.2%7D -12.9%3M The author hasn't set a fair value for FTH | ||||||
Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
EME EMCOR Group 7.1%7D -11.7%3M | US$797.43 70.1% overvalued intrinsic discount | PE 24.4x | E 13.2% | US$1,044.14 | ||
MA Mastercard 6.2%7D 15.7%3M | US$573.10 n/aintrinsic discount | The author hasn't set a fair value for MA | PE 30.9x | E 11.1% | US$659.16 | |
6463 TPR 5.9%7D 22.0%3M | JP¥1,496.00 n/aintrinsic discount | The author hasn't set a fair value for 6463 | PE 10.2x | E 8.5% | JP¥1,400.00 | |
BVT Bidvest Group 5.2%7D 6.3%3M | R248.07 15.0% undervalued intrinsic discount | PE 14.1x | E 9.7% | R291.76 | ||
TRU Truworths International 5.1%7D 2.6%3M | R53.14 n/aintrinsic discount | The author hasn't set a fair value for TRU | PE 6.9x | E 1.9% | R59.45 | |
LHC Life Healthcare Group Holdings 5.1%7D -8.9%3M | R11.28 n/aintrinsic discount | The author hasn't set a fair value for LHC | PE 12x | E 25.3% | R12.43 | |
5101 Yokohama Rubber Company 4.4%7D 24.7%3M | JP¥7,669.00 n/aintrinsic discount | The author hasn't set a fair value for 5101 | PE 10.8x | E 9.2% | JP¥8,143.64 | |
7239 TACHI-S 4.3%7D 10.3%3M | JP¥2,262.00 n/aintrinsic discount | The author hasn't set a fair value for 7239 | PE 8.4x | E 4.9% | JP¥2,380.00 | |
INL Investec Group 4.2%7D 3.5%3M | R143.44 n/aintrinsic discount | The author hasn't set a fair value for INL | PE 8.2x | E 13.0% | R167.53 | |
VOD Vodacom Group 4.1%7D 13.3%3M | R160.04 n/aintrinsic discount | The author hasn't set a fair value for VOD | PE 15x | E 15.6% | R162.11 | |
CLS Clicks Group 3.9%7D -16.1%3M | R220.54 34.8% undervalued intrinsic discount | PE 15.5x | E 5.8% | R327.88 | ||
ABG Absa Group 3.9%7D -2.2%3M | R227.91 n/aintrinsic discount | The author hasn't set a fair value for ABG | PE 8.5x | E 11.2% | R266.38 | |
SHP Shoprite Holdings 3.9%7D 2.2%3M | R287.00 n/aintrinsic discount | The author hasn't set a fair value for SHP | PE 20.6x | E 8.7% | R320.56 | |
PIK Pick n Pay Stores 3.6%7D -3.5%3M | R19.01 n/aintrinsic discount | The author hasn't set a fair value for PIK | PS 0.1x | E 94.9% | R23.00 | |
BOX Boxer Retail 3.4%7D -2.0%3M | R78.02 n/aintrinsic discount | The author hasn't set a fair value for BOX | PE 22.7x | E 12.9% | R92.38 | |
PPH Pepkor Holdings 3.3%7D -3.1%3M | R21.29 n/aintrinsic discount | The author hasn't set a fair value for PPH | PE 13x | E 12.6% | R29.33 | |
SLM Sanlam 3.3%7D 2.7%3M | R87.88 n/aintrinsic discount | The author hasn't set a fair value for SLM | PE 11.5x | E 12.5% | R108.52 | |
FSR FirstRand 2.9%7D 11.8%3M | R98.68 6.1% undervalued intrinsic discount | PE 12.5x | E 15.9% | R105.48 | ||
V Visa 2.9%7D 11.6%3M | US$366.13 11.1% undervalued intrinsic discount | PE 30x | E 11.6% | US$412.53 | ||
500420 Torrent Pharmaceuticals 2.9%7D 21.7%3M | ₹5,102.80 n/aintrinsic discount | The author hasn't set a fair value for 500420 | PE 89x | E 24.7% | ₹5,141.66 | |
SBK Standard Bank Group 2.8%7D 2.7%3M | R329.22 n/aintrinsic discount | The author hasn't set a fair value for SBK | PE 10.9x | E 10.1% | R350.36 | |
ARL Astral Foods 2.7%7D -13.3%3M | R212.20 n/aintrinsic discount | The author hasn't set a fair value for ARL | PE 5.2x | S 4.0% | R290.00 | |
7814 JAPAN Creative Platform Group 2.4%7D 12.6%3M | JP¥644.00 n/aintrinsic discount | The author hasn't set a fair value for 7814 | PE 5.5x | S n/a | n/a | |
CPI Capitec Bank Holdings 2.3%7D 9.0%3M | R4,714.09 n/aintrinsic discount | The author hasn't set a fair value for CPI | PE 32.4x | E 16.3% | R5,232.34 | |
WBO Wilson Bayly Holmes-Ovcon 2.2%7D -8.4%3M | R157.34 n/aintrinsic discount | The author hasn't set a fair value for WBO | PE 6.8x | E 7.8% | R220.00 | |
SUR Spur 2.1%7D -0.3%3M | R41.88 n/aintrinsic discount | The author hasn't set a fair value for SUR | PE 11.5x | S n/a | n/a | |
PYPL PayPal Holdings 1.9%7D 13.4%3M | US$57.21 n/aintrinsic discount | The author hasn't set a fair value for PYPL | PE 10x | E -0.3% | US$58.13 | |
IMP Impala Platinum Holdings 1.5%7D -22.7%3M | R179.58 n/aintrinsic discount | The author hasn't set a fair value for IMP | PE 19.6x | E 23.6% | R271.81 | |
MPL Medibank Private 1.0%7D 9.5%3M | AU$5.17 n/aintrinsic discount | The author hasn't set a fair value for MPL | PE 30.7x | E 9.9% | AU$5.12 | |
6995 Tokai Rika 0.2%7D 11.8%3M | JP¥3,175.00 n/aintrinsic discount | The author hasn't set a fair value for 6995 | PE 9.4x | E 1.2% | JP¥2,773.33 | |
PMR Premier Group 0.1%7D -2.1%3M | R178.28 n/aintrinsic discount | The author hasn't set a fair value for PMR | PE 19x | S 14.4% | R214.67 | |
AIP Adcock Ingram Holdings 0%7D 6.9%3M | R74.80 n/aintrinsic discount | The author hasn't set a fair value for AIP | PE 12.8x | E 4.8% | R75.00 | |
ARH ARB Holdings 0%7D 9.6%3M | R8.45 n/aintrinsic discount | The author hasn't set a fair value for ARH | PE 10.6x | S n/a | n/a | |
VIS Visual International Holdings 0%7D 0%3M | R0.03 n/aintrinsic discount | The author hasn't set a fair value for VIS | PE 7.5x | S n/a | n/a | |
SAR Safari Investments RSA 0%7D 7.7%3M | R8.40 n/aintrinsic discount | The author hasn't set a fair value for SAR | PE 3.9x | S n/a | n/a | |
RFG RFG Holdings 0%7D 7.6%3M | R24.89 n/aintrinsic discount | The author hasn't set a fair value for RFG | PE 14.6x | S n/a | n/a | |
EXX Exxaro Resources -0.04%7D -7.4%3M | R203.74 n/aintrinsic discount | The author hasn't set a fair value for EXX | PE 6.3x | E 4.5% | R245.40 | |
BATS British American Tobacco -0.04%7D 5.6%3M | UK£45.70 n/aintrinsic discount | The author hasn't set a fair value for BATS | PE 15.5x | E 9.2% | UK£51.17 | |
CMH Combined Motor Holdings -0.08%7D -6.3%3M | R39.00 n/aintrinsic discount | The author hasn't set a fair value for CMH | PE 6.9x | E 10.0% | R46.00 | |
NVS Novus Holdings -0.2%7D 14.6%3M | R6.20 n/aintrinsic discount | The author hasn't set a fair value for NVS | PE 7.4x | S n/a | n/a | |
LEW Lewis Group -0.2%7D 4.5%3M | R88.80 n/aintrinsic discount | The author hasn't set a fair value for LEW | PE 5.1x | S n/a | n/a | |
SEA Spear Reit -0.4%7D -1.2%3M | R12.80 n/aintrinsic discount | The author hasn't set a fair value for SEA | PE 6.7x | S -8.4% | R15.00 | |
JSE JSE -0.5%7D -4.3%3M | R150.70 n/aintrinsic discount | The author hasn't set a fair value for JSE | PE 11.4x | E 5.8% | R171.00 | |
GFI Gold Fields -2.0%7D -24.5%3M | R537.80 n/aintrinsic discount | The author hasn't set a fair value for GFI | PE 8.2x | E 4.2% | R717.49 | |
EGY VAALCO Energy -4.0%7D -17.7%3M | US$5.33 18.4% overvalued intrinsic discount | PS 1.8x | E 105.2% | US$9.90 | ||
OMN Omnia Holdings -4.1%7D 9.4%3M | R105.55 n/aintrinsic discount | The author hasn't set a fair value for OMN | PE 12.3x | E 8.5% | R109.00 | |
FCC Fomento de Construcciones y Contratas -4.4%7D 2.0%3M | €11.36 n/aintrinsic discount | The author hasn't set a fair value for FCC | PE 32.7x | E 20.7% | €13.83 | |
CROX Crocs -5.0%7D 23.2%3M | US$128.01 15.5% undervalued intrinsic discount | PE 10.3x | E 6.3% | US$135.75 | ||
FTH Frontier Transport Holdings -6.2%7D -12.9%3M | R6.10 n/aintrinsic discount | The author hasn't set a fair value for FTH | PE 4.7x | S n/a | n/a | |
MTN MTN Group -9.8%7D -1.9%3M | R204.97 n/aintrinsic discount | The author hasn't set a fair value for MTN | PE 18.5x | E 22.6% | R226.67 |