top of page

Spar Group Ltd - Report and Valuation

Introduction The South African food & grocery sector is dominated by four major players; Pick n Pay, Woolworths, Shoprite and Spar. If...

Ellies

I know there's quite a few Ellies investors here on #fintwit but I'm just not sure I see the value. - EBITDA losses in 3 of the last 5...

Thungela Long Term Outlook

At these levels I think Thungela is overpriced. There I said it. #JSETGA was spun-off from Anglo #JSEAGL just last year on the back of...

OneLogix Special Situation

OneLogix is currently trading on a P/NAV of 0,75. To the value investor this would seem like an obvious buy. You're buying R1 in assets...

Frontier Transport Holdings - Report and Valuation

Screening I like to begin my screening process by looking for low EV/EBITDA shares that have declined in price in the last few months. I...

Caxton - Report and Valuation

Caxton and CTP Publishers and Printers Limited (JSE:CAT) Caxton (CAT) is a JSE listed publishing, printing, and packaging company that...

Transaction Capital - Report and Valuation

With a market capitalization of R26bn Transaction Capital (TCP) is by no means a small company, in fact by market capitalization it...

City Lodge Report

City Lodge (CLH) is a high-quality business and has been since inception in 1985, when it was formed by Swiss hotelier Hans Enderle. The...

JPMorgan Chase & Co Report

JPMorgan Chase & Co (JPM) is trading at $153,51 at the time of writing (17/03/2021). This is after the bank stock has experienced an...

Delta Air Lines Report

Given how the pandemic has altered our way of life, and specifically banned travel at times, it shouldn't be a surprise that Delta's...

Alibaba Report

Alibaba (BABA) has fallen rather sharply from its September highs of $320, retreating as much as 34%. But does that mean you shouldn’t...

Investment Research: Blog2

©2021 by Alex Frey Investments. Proudly created with Wix.com

bottom of page