Tag - Naspers

Can the market darlings meet the growth priced into them?

Victor von Reiche, Senior Investment Analyst at Cannon Asset Managers, looks at the chances of the JSE high fliers actually delivering on expectations. Cannon Asset Managers has long contended that, while the local equity market is on the expensive side, the pricing dispersions between attractively-priced shares and expensive sectors are at all...

Recent JSE performance down to three stocks

Geoff Blount, CEO of Cannon Asset Managers, examines the recent performance of the JSE, and notes that much of the performance is due to just three stocks. We recently pointed out that, since January last year, the JSE has risen a superlative 38.7% to a near all-time high, despite a tottering global economy. What we didn’t say was that two-thirds...