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Investment Idea: Redefine Properties - 16 September 2024
Manage episode 440314683 series 3581049
เนื้อหาจัดทำโดย PSG Financial Services เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก PSG Financial Services หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
- Since our last report in June 2024, the share price has increased by 18% from R3.8 to R4.5.
- Although the upside to our intrinsic value has decreased, we maintain our buy recommendation due to our view that there should be a further outperformance indicating an upside as high as 15% in our bull case.
- Since then, there hasn’t been any significant new information prompting a change in our intrinsic value or change in recommendation.
- Bond yields, however, have decreased from 11.75% to 10.71% in line with our expectations of yield level depression towards the long-term average of 9.50%.
The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.
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