))
Investment Idea: Redefine Properties - 16 September 2024
Manage episode 440314683 series 3581049
PSG Financial Services에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 PSG Financial Services 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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.
136 에피소드
공유
