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Southafrica

Anglo American PLCI expect to see upside from here on forward in the market. Spesifically to anglo the average down turn in 2007-09 we saw 54% losses followed by gradual upside after that. Based on that being one of the worst downsides if not the worst as a major support in the equities market and the luming fact that we might see a COVID 19 cure this year only spells upside. With Economies opening up and lockdowns in South Africa loosening all of this spells positive results for Anglo, this is Anglo PLC, Platinum and Gold. Anglo PLC I have opened positions in the range of: 32500-33100 BUY I believe Anglo has show the right methodollogy in the current market and will endure and grow, financials aren't the correct staff of measurement although it plays a roll, the true measurement staff would be where is the plans leading that a company is implementing. I expect Anglo to be back to the 40000 - 45000 range within the following 3-6 months major upside for day traders and shareholders (newly purchased shares).
JSE:AGLLong
by Econeo
JSE 30-Day challenge: Day #4 QFH4th Day. Today we bought some FOOD stocks. I have the idea to start some high-risk/high return game. The main object to post one idea per each day for 30 days in a row. Goals: 1. Buy stocks every day. 2. Keep balance at least of ZAR150.000 on 20 June 2. At least 30% of picked up stocks need to hit 25% profit gain. Rules: Only JSE stock exchange. The initial budget is ZAR300.000 Limit per one trade from ZAR5.000 to ZAR10.000 Spend no more than 1 hour per day to buy any stock and publish the idea. Last day to buy stocks - 20 May Last day to sell stocks - 20 June Log: 1st day is JSE:MCG ~9100 2nd day is JSE:NHM ~8325 3rd day is JSE:PBG ~191 4th day is JSE:QFH ~362
JSE:QFHLong
by Kopachelli
1
JSE 30-Day challenge: Day #3 PBG3rd Day. Today we bought some discounted IT shares. I have the idea to start some high-risk/high return game. The main object to post one idea per each day for 30 days in a row. Goals: 1. Buy stocks every day. 2. Keep balance at least of ZAR150.000 on 20 June 2. At least 30% of picked up stocks need to hit 25% profit gain. Rules: Only JSE stock exchange. The initial budget is ZAR300.000 Limit per one trade from ZAR5.000 to ZAR10.000 Spend no more than 1 hour per day to buy any stock and publish the idea. Last day to buy stocks - 20 May Last day to sell stocks - 20 June Log: 1st day is JSE:MCG ~9100 2nd day is JSE:NHM ~8325 3rd day is JSE:PBG ~191
JSE:PBGLong
by Kopachelli
JSE 30-Day challenge: Day #2 NHM2nd Day. I have the idea to start some high-risk/high return game. The main object to post one idea per each day for 30 days in a row. Goals: 1. Buy stocks every day. 2. Keep balance at least of ZAR150.000 on 20 June 2. At least 30% of picked up stocks need to hit 25% profit gain. Rules: Only JSE stock exchange. The initial budget is ZAR300.000 Limit per one trade from ZAR5.000 to ZAR10.000 Spend no more than 1 hour per day to buy any stock and publish the idea. Last day to buy stocks - 20 May Last day to sell stocks - 20 June Log: 1st day is JSE:MCG ~9100 2nd day is JSE:NHM ~8325
NLong
by Kopachelli
USDZAR - Long Term Perspective +10 yearsWe are in unchartered territory @Crypto_Curry told me to think about the fundamentals. Trajectory remains for a weaker currency fundamentally, however all countries that have materially large, or at risk twin deficit,s have also felt the pain of a strengthening USD compounded by domestic situation and unknown economic impact of COVID. With no technical reference points at these levels the USDZAR could remain at these elevated levels for longer.
by mutemwa01
LONG: NETCARE in South Africa (JSE)JSE:NTC WHO IS NETCARE? Netcare Ltd. is an investment holding company which operates through a number of subsidiaries in the health care and health services industry in South Africa. The company has over 25 000 employees and holds the highest market share in regards to private health care in South Africa. THE SITUATION The public health care system in South Africa is frail and deteriorating. Public hospitals are ineffective in regards to serving the country's growing population (1.8% growth per year), further more the quality of public health care causes much complaining in the public and is one of the core failings of the public health system. Citizens who can afford medical aid and medical insurance always prefer using private health care. In the last 3 years the uptake of medical insurance has grown as low cost medical insurers enter the market and make medical insurance more accessible for people to use and thus opt to use private health care. The demand for private health in the long term is set to rise. THE OPPORTUNITY In the private health care system there are mainly three big companies in South Africa, these are 1. Medi Clinic, Netcare and Life. Netcare is positioned to be the biggest beneficiary of the demand for private health care as the group has the most foot print and a variety of specialists in its group, further more the group recently acquired Akeso which is a mental health group of clinics. Mental health is set for a boom in South Africa as the stigma decreases and more medical insurers and medical aid recognize illnesses and serve them. The biggest risk to Netcare and health care companies in South Africa is NHI, a messy implementation of NHI could result in private health care providers suffering from state maladministration and the mass regulation of fees. SCENARIO PREDICTION Private health care and private mental health care demand will increases, Netcare will gain more customers and earnings will increase in most of their facilities. Management will handles the balance sheet well as they have done in the past and shareholders will be rewarded with an increase in dividends. The share price will increase from R20.78 to R38.00 in the next 4 years (by 2024)
JSE:NTCLong
by moneymondays
Medium probability - Reversal Symmetrical Triangle on ALSI 40Here’s why I expect the JSE to plunge 10%... Reason #1: When world markets crash, South Africa goes down with it As global markets plunge, history has shown us the JSE will follow suit! Last week alone, global stock markets closed down over 2% in one day because of the coronavirus: London's FTSE: -2.5% European Stoxx: -2% France’s CAC: -2% Germany's DAX: -2.5% Shanghai Composite: -2.7% Japan's NIKKEI: -2.2% The JSE : -2.7%, And with the rate that the virus is spreading on a daily basis, the world markets will continue to drop as investors flee away from stocks due to the uncertainty and fear the virus can bring to the companies. Unfortunately, we’ll need to wait it out until we see the number of cases (from the virus) start to slow down – before we see a market rally again. Reason #2: Drop in Chinese visits As the global outbreak has spread to over 13 countries, including the US, there are serious measures being implemented to try to contain the virus. And as the virus continues to spread, South Africa will eventually feel the impact. In fact, Efficient Group Chief economist Dawie Roodt explained that South Africa will be affected in three ways… “The first is through the real economy if other countries start closing borders, affecting trade and tourism. The second is through the financial markets and its impact on commodity prices and exchange rates. The third is if the virus also arrives in South Africa,” With less international travel, with fewer businessmen and tourists arriving in South Africa, this will cause a disruption to the economy. This is because Chinese tourism has become a major source of foreign exchange income for South Africa. Finally… - my charts confirm it! Reason #3: The charts point to double-digit losses on the JSE Looking at the daily chart of the JSE, it’s been forming in a negative triangle formation for the last two years. Based on the global reasons above, I now expect the price to break below the bottom of the triangle. Once this happens, selling pressure and panic will kick in and cause the price to drop to the bottom of the triangle. In this case my first target to hit is down 10.9%.... This is a medium probabiility trade as knowing the change of market sentiment, anything can happen... UNtil it hits the stop loss, my outlook is bearish...
JShort
by Timonrosso