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Gielie Fourie

Overberg Asset Management
Joined: May 14, 2018
  • Opinion & Analysis

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

Local - Weekly Market Report
By Gielie Fourie - Apr 19, 2023
INTRODUCTION: Copper is the third most widely used metal in the world. Copper, or the red metal in miner’s jargon, is often considered as an economic leading indicator due to its widespread use...
Weekly Market Report - Local: 15.02.23
By Gielie Fourie - Feb 15, 2023
Introduction: On the Johannesburg Stock Exchange (JSE) the number of listed companies is shrinking slowly, while at the same time the market capitalisation of the JSE is growing fast. In short,...
Weekly Market Report - Local
By Gielie Fourie - Dec 14, 2022
GROWTH SURPRISED IN QUARTER 3 of 2022: Year on Year (YoY) Gross Domestic Product (GDP) growth for the third quarter of 2022 (Q3 2022) was a sturdy 1.6% QoQ (seasonally adjusted). This figure exceeded...
Prosus and Naspers: Buy or Sell?
By Gielie Fourie - Sep 21, 20221
Introduction: Tencent (HK:0700) is the driving force behind Naspers (JO:NPNJn) and Prosus (JO:PRXJn). Prosus owns 27.99% of Tencent. Any move in the price of Tencent will affect both Prosus and...
Introduction: South Africa’s retail sales statistics (excluding vehicles sales) for July 2022 were published last week. They came in at -2.5% Year-on-Year (YoY), much worse than market forecasts...
Introduction: Local shares and bonds currently offer good value. The longer dated 10-year bond yield is trading at 10.15% versus 9.71% in January 2022. The Price Earnings (PE) ratio of the JSE All...
Introduction: The banking sector is vital to the world economy. Because they are vital to the economy, banks are well regulated, and are generally regarded as safe investments. Warren Buffett loves...
Introduction: The announcement on 15 July 2022, that Telkom (JO:TKGJ) is in talks to be acquired by MTN (JO:MTNJ) is not the first time these two companies have flirted with some sort of transaction....
Introduction: At Overberg Asset Management we have a long-term horizon when we invest – we play the long game. We first do a top-down analysis of the market to determine which sectors will...
Introduction: You have just made your first million Rand, in cash. Congratulations! What now? The best thing to do is to keep a cool head – to preserve your wealth. Keep a simple lifestyle...
 
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