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Tag: ifrs

What Is & Is Not Fraud?

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on July 24, 2018 The American-styled short-selling model works on aggressive negative press releases, research and other PR stunts (now apparently including legions of anonymous Twitter accounts) to drive a share price down. Fair is fair, none of these actions are illegal if they disclose their beneficial interest. While this…

Lies, Damned Lies & Adjusted Earnings

Posted on 26/08/202026/08/2020 by Keith McLachlan

OLD ARTICLE – Originally posted on September 23, 2016 When investing in a listed share, you are buying part of a business and own a portion of its future profits (or losses). Therefore, the per share earnings of a listed company are a big deal for investors with shares rising and falling base on them (or at least…

How to Read Results Like an Analyst

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on September 23, 2014 Here is a (brief) list on how to read a listed company’s results on the JSE like an analyst. I’m going to list a couple key things to work through with the intention that in a matter of minutes you’ll be able to work out if the…

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RSS Research Reports

  • Sabvest Capital – H1:25 Results – Apex Drives NAV Growth
  • Astoria Investments Ltd – H1:25 Results Note – Lots of Dry Powder on Hand
  • Stor-Age Property REIT Limited – FY 25 Results – Steady Performance
  • Astoria Investments Ltd – Results Note – Rough in the Diamond
  • Astoria Investments Ltd – Results Note – Marine Diamond Operations Take a Hit

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