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Tag: retail

Is Inflation Picking Up?

Posted on 04/03/202104/03/2021 by Keith McLachlan

As with most of the world, South Africa’s inflation rate has been falling for a number of years. This becomes incredibly clear when you see it visually: Yet, globally bond yields are lifting, yield curves are pushing out, soft and hard commodities are rallying & energy prices are rising. All the indications are that inflation…

Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 1 of 2)

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on November 22, 2016 Following an exchange with Byron Lotter on Twitter (see here) after what I believe (and the market believes) was a very poor trading update from Woolies (WHL). But Woolies is not alone in this regard. Here are the key listed retailers, their like-for-like same-store growth, inflation…

RSS Research Reports

  • Trellidor – Initiation of Coverage – Compounder with Yield & Tailwinds
  • Sabvest Capital – Initiation of Coverage – Superb Capital Allocator at Unjustified Discount
  • Renergen – Initiation of Coverage – Lighter-than-Air Falling to the Bottom-Line
  • ARB Holdings – H1:21 – Emerged Stronger
  • ARB Holdings – FY 20 – Battening Down the Hatches

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