[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @SAValueInvestor Martin Rodgers, CFA Martin Rodgers, CFA posts on X about $jsetsg, $jseexx, dividend yield, upside the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1636725440193654786/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XXXX% - X Months XXXXXXX -XX% - X Year XXXXXXX +2.60% ### Mentions: XX [#](/creator/twitter::1636725440193654786/posts_active)  - X Week XX +33% - X Month XX -XX% - X Months XXX +55% - X Year XXX +48% ### Followers: XXXXX [#](/creator/twitter::1636725440193654786/followers)  - X Week XXXXX +0.65% - X Month XXXXX +2.40% - X Months XXXXX +12% - X Year XXXXX +31% ### CreatorRank: XXXXXXX [#](/creator/twitter::1636725440193654786/influencer_rank)  ### Social Influence [#](/creator/twitter::1636725440193654786/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [travel destinations](/list/travel-destinations) XXXX% [countries](/list/countries) XXXX% [luxury brands](/list/luxury-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$jsetsg](/topic/$jsetsg) #1, [$jseexx](/topic/$jseexx) #1, [dividend yield](/topic/dividend-yield) #178, [upside](/topic/upside) #907, [$jseabg](/topic/$jseabg) #1, [has been](/topic/has-been) 2.38%, [$jsepik](/topic/$jsepik) #3, [$jsened](/topic/$jsened) #1, [$jsesol](/topic/$jsesol) #6, [investment](/topic/investment) #1461 **Top accounts mentioned or mentioned by** [@jseinvest](/creator/undefined) [@john89985973](/creator/undefined) [@darth3615](/creator/undefined) [@financeghost](/creator/undefined) [@cosmas79497907](/creator/undefined) [@mikechong0999](/creator/undefined) [@lt_investor_sa](/creator/undefined) [@jaysqueezi](/creator/undefined) [@michaelgielkens](/creator/undefined) [@dctraderdan](/creator/undefined) [@drikhoskin](/creator/undefined) [@kwenza_b](/creator/undefined) [@dj3900](/creator/undefined) [@the_real_kagiso](/creator/undefined) [@brendaaroberts](/creator/undefined) [@thabisomasha97](/creator/undefined) [@375ruger](/creator/undefined) [@lekompo99](/creator/undefined) [@tmukogo](/creator/undefined) [@chrisheliv](/creator/undefined) **Top assets mentioned** [HSBC Holdings PLC (HSBC)](/topic/$hsbc) ### Top Social Posts [#](/creator/twitter::1636725440193654786/posts) --- Top posts by engagements in the last XX hours "There are X shares in the JSE ALSI (ex Property) that are trading below a 7x P/E ratio and a X% dividend yield: Tsogo Sun $JSETSG African Rainbow Mineral $JSEARI Coronation $JSECML Kumba Iron Ore $JSEKIO Exxaro $JSEEXX" [X Link](https://x.com/SAValueInvestor/status/1879033416706101436) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-01-14T05:10Z 3891 followers, 5588 engagements "There are X shares listed on the JSE (ex Property) that are trading 7x forward P/E ratio and X% forward implied dividend yield: Merafe $JSEMRF Gemfields $JSEGML Exxaro $JSEEXX Combined Motors $JSECMH Lewis $JSELEW Tsogo Sun $JSETSG Capital Appreciation $JSECTA ABSA $JSEABG" [X Link](https://x.com/SAValueInvestor/status/1890319871797334045) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-02-14T08:39Z 3891 followers, 3216 engagements "There are X shares listed on the JSE (ex Property) that are trading 7x forward P/E ratio and X% forward implied dividend yield: Exxaro $JSEEXX African Rainbow Minerals $JSEARI Oceana $JSEOCE Tsogo Sun $JSETSG Nedbank $JSENED Old Mutual $JSEOMU ABSA $JSEABG Investec $JSEINP" [X Link](https://x.com/SAValueInvestor/status/1899532623136866380) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-03-11T18:47Z 3891 followers, 5731 engagements "First glance at the Sasol $JSESOL Q1 production update: X. Secunda operations production volumes increased X% mainly due to a phase shutdown versus total shutdown in the prior year. X. Production volumes for FY2024 are expected to be between X million and XXX million tons (in line with previous guidance). X. Pricing and demand volatility expected to continue for the remainder of FY2024. X. Global market sentiment and petrochemical markets remain uncertain with the margin outlook for Chemicals looking more muted than previously expected. X. Suppliers and customers in South Africa face ongoing" [X Link](https://x.com/SAValueInvestor/status/1716350640757100949) [@SAValueInvestor](/creator/x/SAValueInvestor) 2023-10-23T07:07Z 3897 followers, 1795 engagements "Sasol $JSESOL has been cut to Equal-Weight at ABSA Securities with a target price of R245 (implied upside of XX% from last price)" [X Link](https://x.com/SAValueInvestor/status/1730104191564009974) [@SAValueInvestor](/creator/x/SAValueInvestor) 2023-11-30T05:59Z 3897 followers, 1509 engagements "List of companies with the lowest forward P/E on the JSE ALSI: Sasol $JSESOL 1.9x Sappi $JSESAP 3.9x Pan African Resources $JSEPAN 5.0x Tsogo Sun $JSETSG 5.2x Exxaro $JSEEXX 5.3x Looking at the list there are some companies that deserve their low valuation given the risks" [X Link](https://x.com/SAValueInvestor/status/1915660482154790956) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-04-25T06:53Z 3897 followers, 4540 engagements "Companies on the JSE ALSI with the lowest forward P/E ratios: Some interesting names that appear cheap but there are those that probably deserve the low multiple Despite the XXX% rally YTD Sibanye $JSESSW still sitting on a 4.9x forward P/E. Who you holding/buying" [X Link](https://x.com/SAValueInvestor/status/1944642501710643693) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-07-14T06:17Z 3890 followers, 44.1K engagements "Were hiring an Investment Analyst (3-5 yrs) - Cape Town (hybrid). Join a boutique value manager: fundamental analysis & valuation of local & global equities build DCF/DDM models produce actionable research present findings mentor juniors. Finance degree (Hons preferred); CFA preferred/studying" [X Link](https://x.com/SAValueInvestor/status/1976596437593964629) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-10-10T10:31Z 3895 followers, 22.2K engagements "MultiChoice $JSEMCG falls as JP Morgan downgrades the company from neutral to underweight. JPM reasons for downgrade: Significant investment in Showmax the impact of naira devaluation on company profitability in sub-Saharan Africa and the harmful effects of loadshedding" [X Link](https://x.com/SAValueInvestor/status/1676142131117694976) [@SAValueInvestor](/creator/x/SAValueInvestor) 2023-07-04T08:13Z 3890 followers, 13.4K engagements "Pick n Pay $JSEPIK board and current CEO Pieter Boone have agreed that Boone will step down as CEO and replaced by former CEO Sean Summers with immediate effect. Unfortunately in a very difficult environment the performance of our core Pick n Pay business has been very challenging over the past months and has not met expectations. Pieter accepts that the board has decided on a change in leadership ChairmanGareth Ackerman" [X Link](https://x.com/SAValueInvestor/status/1708738197985853495) [@SAValueInvestor](/creator/x/SAValueInvestor) 2023-10-02T06:58Z 3890 followers, 2841 engagements "The ALSI and Top40 stayed in negative territory throughout the whole day but did see a move higher after breakfast. Resources (-0.36%) gave some of its gains back from yesterday despite the gains in gold shares" [X Link](https://x.com/SAValueInvestor/status/1714502997521093068) [@SAValueInvestor](/creator/x/SAValueInvestor) 2023-10-18T04:45Z 3891 followers, XX engagements "You know a share price is under pressure when we going back to 2008 lows. Pick n Pay $JSEPIK dropped as much as XX% on their horrific financial results this morning" [X Link](https://x.com/SAValueInvestor/status/1714607995420655728) [@SAValueInvestor](/creator/x/SAValueInvestor) 2023-10-18T11:42Z 3891 followers, 1742 engagements "Pick n Pay $JSEPIK cut to Neutral at JPMorgan. Target price of R33 (Implies a XX% increase from last price). The company has X buys X holds and X sells with an average target price of R27.05 (implied upside of 18.2%). Warning: Only three investment houses have updated their FV after the rights issue and Boxer IPO announcement" [X Link](https://x.com/SAValueInvestor/status/1762349098886177218) [@SAValueInvestor](/creator/x/SAValueInvestor) 2024-02-27T05:29Z 3890 followers, 2781 engagements "Canal+ is required to and will publish a firm intention announcement by no later than April X. Can someone explain why Canal+ must make a mandatory offer to buy out MultiChoice $JSEMCG meanwhile MCG has been instructed to implement measures to reduce offshore shareholding (Canal+) to below 20%" [X Link](https://x.com/SAValueInvestor/status/1764573840548483261) [@SAValueInvestor](/creator/x/SAValueInvestor) 2024-03-04T08:49Z 3890 followers, 1996 engagements "There are X shares in the JSE ALSI (ex Property) that are trading 7x forward P/E ratio and X% forward implied dividend yield: Astral Foods $JSEARL ABSA $JSEABG Investec $JSEINP ARM $JSEARI Super Group $JSESPG Tsogo Sun $JSETSG Kumba Iron $JSEKIO Exxaro $JSEEXX Thungela $JSETGA" [X Link](https://x.com/SAValueInvestor/status/1879410957572886618) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-01-15T06:11Z 3890 followers, 2525 engagements "Pick n Pay $JSEPIK has been cut to hold at Investec; TP R35 (implied upside of 14%). Performance metrics by the analyst over the last XX months: Share price rose average XX% in periods rated buy fell XX% in the periods rated hold and fell XX% in the periods rated sell" [X Link](https://x.com/SAValueInvestor/status/1881703614080766298) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-01-21T14:01Z 3890 followers, 1202 engagements "There are X shares in the JSE ALSI (ex Property) trading on 7x forward P/E ratio and X% forward implied dividend yield: Oceana $JSEOCE Sun International $JSESUI Nedbank $JSENED Old Mutual $JSEOMU ABSA $JSEABG Investec $JSEINP Exxaro $JSEEXX Tsogo Sun $JSETSG Sappi $JSESAP" [X Link](https://x.com/SAValueInvestor/status/1912484238684828069) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-04-16T12:32Z 3890 followers, 6101 engagements "Every company in the JSE ALSI with XX% potential upside based on average sell-side target price. Top X companies with the highest upside: X. Sasol $JSESOL XXX% X. Sun International $JSESUI XXXX% X. Glencore $JSEGLN XXXX% Any sitting in your portfolio or on the watchlist DYOR" [X Link](https://x.com/SAValueInvestor/status/1913835018910126170) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-04-20T06:00Z 3891 followers, 12.9K engagements "Low palladium prices are forcingImpala Platinum Holdings Ltd. $JSEIMPto shut down its mine in Canada - BBG Lac des Iles palladium mine to cease production by May XX 2026 (subject to tailings capacity and production targets). Approximately XXX positions potentially affected" [X Link](https://x.com/SAValueInvestor/status/1942843635856179215) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-07-09T07:09Z 3891 followers, 13.2K engagements "YTD performance of the JSE ALSI members: The contrarian in me says "sell the best buy the worst" but this precious metals rally has been relentless Anyone brave enough to add shares from the bottom XX to their portfolio" [X Link](https://x.com/SAValueInvestor/status/1976204864133972302) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-10-09T08:35Z 3891 followers, 11.4K engagements "If you bought Pick n Pay $JSEPIK at R20 - well done If you holding at R30 - good luck Share price up XX% from 25th Sept - up nicely on their recent trading statement. Sell-side gets a bit split on what is left in the tank - Average TP R32 (roughly XXX% upside from here)" [X Link](https://x.com/SAValueInvestor/status/1977668288013606962) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-10-13T09:30Z 3890 followers, 2958 engagements "Insimbi Industrial $JSEISB Jubilee Metals $JSEJBL and Kore Potash plc #JSEKP2 all dropped on big volumes. Nothing in the news or Bloomberg feed. Looks like a big seller taking any price to get out. Anyone have any news UK listings also lower (marginal in comparison)" [X Link](https://x.com/SAValueInvestor/status/1978121523018780779) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-10-14T15:31Z 3890 followers, 1810 engagements "There are X shares in the JSE ALSI (ex Property) trading on 7x forward P/E ratio and X% forward implied dividend yield: Sappi $JSESAP Tsogo Sun $JSETSG Exxaro $JSEEXX ABSA $JSEABG Nedbank $JSENED Thungela $JSETGA Old Mutual $JSEOMU Sappi having a tough time" [X Link](https://x.com/SAValueInvestor/status/1942090030631068042) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-07-07T05:15Z 3889 followers, 3227 engagements "Every company in the JSE ALSI with XX% potential upside based on average sell-side target price. Couple of interesting names on the list: - Reunert $JSERLO +66.5%() - TFG $JSETFG +49% - Afrimat $JSEAFT +46% - Tsogo Sun $JSETSG XX% - Bidvest $JSEBVT +36% - Sasol $JSESOL+36% - Nedbank $JSENED +32% Any sitting in your portfolio or watchlist DYOR" [X Link](https://x.com/SAValueInvestor/status/1965656587294417376) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-09-10T06:00Z 3889 followers, 6657 engagements "HSBC turns bullish on South African clothing retailers - notably Mr Price $JSEMRP and Pepkor $JSEPPH. Both upgraded to Buy. Mr Price: target R257 - XX% upside from yesterdays close. Pepkor: target R31 - XX% upside from yesterdays close" [X Link](https://x.com/SAValueInvestor/status/1966426175481245962) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-09-12T08:58Z 3889 followers, 1769 engagements "LVMH shares rise as much as XX% after an unexpected return to Q3 sales growth; peers also surged. Peers: Kering +7% Swatch +6.8% Burberry +6.5% Herms +6.2% Richemont +5.7%. Q3 results: - Organic revenue: +1% (Bloomberg consensus -0.72%). - Reported revenue: 18.28bn -XXX% y/y (est 18.17bn). - Fashion & Leather Goods: organic -X% revenue 8.50bn (est organic -XXXX / rev est 8.49bn). - Wines & Spirits: organic +1% revenue 1.33bn (est organic -XXXX / rev est 1.29bn). - Perfumes & Cosmetics: organic +2% revenue 1.96bn (est +1.73%). - Watches & Jewelry: organic +2% revenue 2.32bn (est +1.05%). -" [X Link](https://x.com/SAValueInvestor/status/1978384930259218572) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-10-15T08:58Z 3890 followers, XXX engagements "Since the market bottom in the April flash crash the JSE ALSI has generated a return of XXXXX% List of the best performers: X. Sibanye $JSESSW +103.4% X. Blue Label Telecoms $JSEBLU +95.6% X. Northam Platinum $JSENPH +92.2% X. Impala $JSEIMP +85.3% X. Telkom $JSETKG +64.3%" [X Link](https://x.com/SAValueInvestor/status/1942972683135664366) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-07-09T15:42Z 3898 followers, 22.8K engagements "Were hiring an Investment Analyst (3-5 yrs) - Cape Town (hybrid). Join a boutique value manager: fundamental analysis & valuation of local & global equities build DCF/DDM models produce actionable research present findings mentor juniors. Finance degree (Hons preferred); CFA preferred/studying" [X Link](https://x.com/SAValueInvestor/status/1980192357023637521) [@SAValueInvestor](/creator/x/SAValueInvestor) 2025-10-20T08:40Z 3898 followers, 4295 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Martin Rodgers, CFA posts on X about $jsetsg, $jseexx, dividend yield, upside the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXX% stocks XXXX% travel destinations XXXX% countries XXXX% luxury brands XXXX% fashion brands XXXX%
Social topic influence $jsetsg #1, $jseexx #1, dividend yield #178, upside #907, $jseabg #1, has been 2.38%, $jsepik #3, $jsened #1, $jsesol #6, investment #1461
Top accounts mentioned or mentioned by @jseinvest @john89985973 @darth3615 @financeghost @cosmas79497907 @mikechong0999 @lt_investor_sa @jaysqueezi @michaelgielkens @dctraderdan @drikhoskin @kwenza_b @dj3900 @the_real_kagiso @brendaaroberts @thabisomasha97 @375ruger @lekompo99 @tmukogo @chrisheliv
Top assets mentioned HSBC Holdings PLC (HSBC)
Top posts by engagements in the last XX hours
"There are X shares in the JSE ALSI (ex Property) that are trading below a 7x P/E ratio and a X% dividend yield: Tsogo Sun $JSETSG African Rainbow Mineral $JSEARI Coronation $JSECML Kumba Iron Ore $JSEKIO Exxaro $JSEEXX"
X Link @SAValueInvestor 2025-01-14T05:10Z 3891 followers, 5588 engagements
"There are X shares listed on the JSE (ex Property) that are trading 7x forward P/E ratio and X% forward implied dividend yield: Merafe $JSEMRF Gemfields $JSEGML Exxaro $JSEEXX Combined Motors $JSECMH Lewis $JSELEW Tsogo Sun $JSETSG Capital Appreciation $JSECTA ABSA $JSEABG"
X Link @SAValueInvestor 2025-02-14T08:39Z 3891 followers, 3216 engagements
"There are X shares listed on the JSE (ex Property) that are trading 7x forward P/E ratio and X% forward implied dividend yield: Exxaro $JSEEXX African Rainbow Minerals $JSEARI Oceana $JSEOCE Tsogo Sun $JSETSG Nedbank $JSENED Old Mutual $JSEOMU ABSA $JSEABG Investec $JSEINP"
X Link @SAValueInvestor 2025-03-11T18:47Z 3891 followers, 5731 engagements
"First glance at the Sasol $JSESOL Q1 production update: X. Secunda operations production volumes increased X% mainly due to a phase shutdown versus total shutdown in the prior year. X. Production volumes for FY2024 are expected to be between X million and XXX million tons (in line with previous guidance). X. Pricing and demand volatility expected to continue for the remainder of FY2024. X. Global market sentiment and petrochemical markets remain uncertain with the margin outlook for Chemicals looking more muted than previously expected. X. Suppliers and customers in South Africa face ongoing"
X Link @SAValueInvestor 2023-10-23T07:07Z 3897 followers, 1795 engagements
"Sasol $JSESOL has been cut to Equal-Weight at ABSA Securities with a target price of R245 (implied upside of XX% from last price)"
X Link @SAValueInvestor 2023-11-30T05:59Z 3897 followers, 1509 engagements
"List of companies with the lowest forward P/E on the JSE ALSI: Sasol $JSESOL 1.9x Sappi $JSESAP 3.9x Pan African Resources $JSEPAN 5.0x Tsogo Sun $JSETSG 5.2x Exxaro $JSEEXX 5.3x Looking at the list there are some companies that deserve their low valuation given the risks"
X Link @SAValueInvestor 2025-04-25T06:53Z 3897 followers, 4540 engagements
"Companies on the JSE ALSI with the lowest forward P/E ratios: Some interesting names that appear cheap but there are those that probably deserve the low multiple Despite the XXX% rally YTD Sibanye $JSESSW still sitting on a 4.9x forward P/E. Who you holding/buying"
X Link @SAValueInvestor 2025-07-14T06:17Z 3890 followers, 44.1K engagements
"Were hiring an Investment Analyst (3-5 yrs) - Cape Town (hybrid). Join a boutique value manager: fundamental analysis & valuation of local & global equities build DCF/DDM models produce actionable research present findings mentor juniors. Finance degree (Hons preferred); CFA preferred/studying"
X Link @SAValueInvestor 2025-10-10T10:31Z 3895 followers, 22.2K engagements
"MultiChoice $JSEMCG falls as JP Morgan downgrades the company from neutral to underweight. JPM reasons for downgrade: Significant investment in Showmax the impact of naira devaluation on company profitability in sub-Saharan Africa and the harmful effects of loadshedding"
X Link @SAValueInvestor 2023-07-04T08:13Z 3890 followers, 13.4K engagements
"Pick n Pay $JSEPIK board and current CEO Pieter Boone have agreed that Boone will step down as CEO and replaced by former CEO Sean Summers with immediate effect. Unfortunately in a very difficult environment the performance of our core Pick n Pay business has been very challenging over the past months and has not met expectations. Pieter accepts that the board has decided on a change in leadership ChairmanGareth Ackerman"
X Link @SAValueInvestor 2023-10-02T06:58Z 3890 followers, 2841 engagements
"The ALSI and Top40 stayed in negative territory throughout the whole day but did see a move higher after breakfast. Resources (-0.36%) gave some of its gains back from yesterday despite the gains in gold shares"
X Link @SAValueInvestor 2023-10-18T04:45Z 3891 followers, XX engagements
"You know a share price is under pressure when we going back to 2008 lows. Pick n Pay $JSEPIK dropped as much as XX% on their horrific financial results this morning"
X Link @SAValueInvestor 2023-10-18T11:42Z 3891 followers, 1742 engagements
"Pick n Pay $JSEPIK cut to Neutral at JPMorgan. Target price of R33 (Implies a XX% increase from last price). The company has X buys X holds and X sells with an average target price of R27.05 (implied upside of 18.2%). Warning: Only three investment houses have updated their FV after the rights issue and Boxer IPO announcement"
X Link @SAValueInvestor 2024-02-27T05:29Z 3890 followers, 2781 engagements
"Canal+ is required to and will publish a firm intention announcement by no later than April X. Can someone explain why Canal+ must make a mandatory offer to buy out MultiChoice $JSEMCG meanwhile MCG has been instructed to implement measures to reduce offshore shareholding (Canal+) to below 20%"
X Link @SAValueInvestor 2024-03-04T08:49Z 3890 followers, 1996 engagements
"There are X shares in the JSE ALSI (ex Property) that are trading 7x forward P/E ratio and X% forward implied dividend yield: Astral Foods $JSEARL ABSA $JSEABG Investec $JSEINP ARM $JSEARI Super Group $JSESPG Tsogo Sun $JSETSG Kumba Iron $JSEKIO Exxaro $JSEEXX Thungela $JSETGA"
X Link @SAValueInvestor 2025-01-15T06:11Z 3890 followers, 2525 engagements
"Pick n Pay $JSEPIK has been cut to hold at Investec; TP R35 (implied upside of 14%). Performance metrics by the analyst over the last XX months: Share price rose average XX% in periods rated buy fell XX% in the periods rated hold and fell XX% in the periods rated sell"
X Link @SAValueInvestor 2025-01-21T14:01Z 3890 followers, 1202 engagements
"There are X shares in the JSE ALSI (ex Property) trading on 7x forward P/E ratio and X% forward implied dividend yield: Oceana $JSEOCE Sun International $JSESUI Nedbank $JSENED Old Mutual $JSEOMU ABSA $JSEABG Investec $JSEINP Exxaro $JSEEXX Tsogo Sun $JSETSG Sappi $JSESAP"
X Link @SAValueInvestor 2025-04-16T12:32Z 3890 followers, 6101 engagements
"Every company in the JSE ALSI with XX% potential upside based on average sell-side target price. Top X companies with the highest upside: X. Sasol $JSESOL XXX% X. Sun International $JSESUI XXXX% X. Glencore $JSEGLN XXXX% Any sitting in your portfolio or on the watchlist DYOR"
X Link @SAValueInvestor 2025-04-20T06:00Z 3891 followers, 12.9K engagements
"Low palladium prices are forcingImpala Platinum Holdings Ltd. $JSEIMPto shut down its mine in Canada - BBG Lac des Iles palladium mine to cease production by May XX 2026 (subject to tailings capacity and production targets). Approximately XXX positions potentially affected"
X Link @SAValueInvestor 2025-07-09T07:09Z 3891 followers, 13.2K engagements
"YTD performance of the JSE ALSI members: The contrarian in me says "sell the best buy the worst" but this precious metals rally has been relentless Anyone brave enough to add shares from the bottom XX to their portfolio"
X Link @SAValueInvestor 2025-10-09T08:35Z 3891 followers, 11.4K engagements
"If you bought Pick n Pay $JSEPIK at R20 - well done If you holding at R30 - good luck Share price up XX% from 25th Sept - up nicely on their recent trading statement. Sell-side gets a bit split on what is left in the tank - Average TP R32 (roughly XXX% upside from here)"
X Link @SAValueInvestor 2025-10-13T09:30Z 3890 followers, 2958 engagements
"Insimbi Industrial $JSEISB Jubilee Metals $JSEJBL and Kore Potash plc #JSEKP2 all dropped on big volumes. Nothing in the news or Bloomberg feed. Looks like a big seller taking any price to get out. Anyone have any news UK listings also lower (marginal in comparison)"
X Link @SAValueInvestor 2025-10-14T15:31Z 3890 followers, 1810 engagements
"There are X shares in the JSE ALSI (ex Property) trading on 7x forward P/E ratio and X% forward implied dividend yield: Sappi $JSESAP Tsogo Sun $JSETSG Exxaro $JSEEXX ABSA $JSEABG Nedbank $JSENED Thungela $JSETGA Old Mutual $JSEOMU Sappi having a tough time"
X Link @SAValueInvestor 2025-07-07T05:15Z 3889 followers, 3227 engagements
"Every company in the JSE ALSI with XX% potential upside based on average sell-side target price. Couple of interesting names on the list: - Reunert $JSERLO +66.5%() - TFG $JSETFG +49% - Afrimat $JSEAFT +46% - Tsogo Sun $JSETSG XX% - Bidvest $JSEBVT +36% - Sasol $JSESOL+36% - Nedbank $JSENED +32% Any sitting in your portfolio or watchlist DYOR"
X Link @SAValueInvestor 2025-09-10T06:00Z 3889 followers, 6657 engagements
"HSBC turns bullish on South African clothing retailers - notably Mr Price $JSEMRP and Pepkor $JSEPPH. Both upgraded to Buy. Mr Price: target R257 - XX% upside from yesterdays close. Pepkor: target R31 - XX% upside from yesterdays close"
X Link @SAValueInvestor 2025-09-12T08:58Z 3889 followers, 1769 engagements
"LVMH shares rise as much as XX% after an unexpected return to Q3 sales growth; peers also surged. Peers: Kering +7% Swatch +6.8% Burberry +6.5% Herms +6.2% Richemont +5.7%. Q3 results: - Organic revenue: +1% (Bloomberg consensus -0.72%). - Reported revenue: 18.28bn -XXX% y/y (est 18.17bn). - Fashion & Leather Goods: organic -X% revenue 8.50bn (est organic -XXXX / rev est 8.49bn). - Wines & Spirits: organic +1% revenue 1.33bn (est organic -XXXX / rev est 1.29bn). - Perfumes & Cosmetics: organic +2% revenue 1.96bn (est +1.73%). - Watches & Jewelry: organic +2% revenue 2.32bn (est +1.05%). -"
X Link @SAValueInvestor 2025-10-15T08:58Z 3890 followers, XXX engagements
"Since the market bottom in the April flash crash the JSE ALSI has generated a return of XXXXX% List of the best performers: X. Sibanye $JSESSW +103.4% X. Blue Label Telecoms $JSEBLU +95.6% X. Northam Platinum $JSENPH +92.2% X. Impala $JSEIMP +85.3% X. Telkom $JSETKG +64.3%"
X Link @SAValueInvestor 2025-07-09T15:42Z 3898 followers, 22.8K engagements
"Were hiring an Investment Analyst (3-5 yrs) - Cape Town (hybrid). Join a boutique value manager: fundamental analysis & valuation of local & global equities build DCF/DDM models produce actionable research present findings mentor juniors. Finance degree (Hons preferred); CFA preferred/studying"
X Link @SAValueInvestor 2025-10-20T08:40Z 3898 followers, 4295 engagements
/creator/twitter::SAValueInvestor