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Thabiso Mamathuba

FNB
  • Opinion & Analysis

Thabiso Mamathuba's Comment & Analysis
A complete archive of Thabiso Mamathuba's articles, including current analysis & opinion.

A Quiet Week Ahead, Post a Busy Year
By Thabiso Mamathuba - Dec 18, 2018
Local releases wind downScheduled earning releases locally are limited next week with just a few small-caps due to release results. From a local corporate actions perspective, Tuesday marks the last...
A Quiet Week Ahead, Local Releases Wind Down
By Thabiso Mamathuba - Dec 10, 2018
Scheduled earning releases locally are limited next week:Alexander Forbes (Interim Results): Headline earnings per share (HEPS) are expected to decrease by between 21% and 26%. The group will impair...
Look out for US Retailers, Local Releases Lose Steam
By Thabiso Mamathuba - Dec 04, 2018
Some of the local earnings releases to take note of this week include: Sanlam (JO:SLMJ) (Operational Update): Management indicated that economic growth prospects in Sanlam’s main markets are not...
Some of the local earnings releases to take note of this week include: Shoprite (1Q19 Operational Update): For the full year, group turnover was up 3.1% with SA Supermarkets revenue up 5.7% while...
US Banks Under The Spotlight
By Thabiso Mamathuba - Oct 09, 2018
Equites (JO:EQUJ) (Interim Results): In a pre-close presentation in August, management highlighted that despite on-going struggles in the economy, high-tech industrial vacancies in South Africa are at...
Earnings Releases Lose Steam
By Thabiso Mamathuba - Sep 25, 2018
Retailers Nike (NYSE:NKE) and Next PLC set to publish results Capitec Bank (JO:CPIJ) (Interim Results): In a recent trading statement, management said that headline earnings per share will be between...
Remgro (JO:REMJ) (Full Year Results): According to Bloomberg estimates, headline earnings per share (HEPS) are expected to increase by 15.6% for the full year. The company reported a drop in HEPS of...
Sasol (JO:SOLJ) (Full Year Results): In a July trading statement, management guided for HEPS to decrease by between 1% and 11% y/y (consensus: -0.28% y/y). Ahead of expectations (+2.2%), EBITDA is...
Vodacom (1Q19 Sales and Revenue Update): Management re-iterated its medium-term targets for group service revenue growth of mid-single digit growth, group EBIT growth in the mid-to-high single...
US and European Stocks Gain Momentum
By Thabiso Mamathuba - Jul 16, 2018
Retailers release sales update While we do not expect any major stock specific earnings releases next week, Truworths, Shoprite and Massmart are expected to publish sales updates. The South African...