Avior Capital Markets - Avior Quants | Avior Ranking Table - January 2020

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Avior Capital Markets

Mark Sarembock ...

Petrus Bosman

Avior Quants | Avior Ranking Table - January 2020

Market's one year forward PE increased to 11.60x, and the forward one year return has decreased to 14.8%.

Avior's Top40 top picks are OMU (+89.4%), DSY (+132.4%), and bottom picks are CPI (-15.7%), and AMS (-13.9%).

Avior's Mid-caps top picks are TKG (+102.5%), TRU (+68.3%), and bottom picks are IMP (-10.0%), and KIO (-6.8%).

09/01/2020 40 EN

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Avior Capital Markets

Avior is a globally recognised capital markets research and trading firm, with the broadest research coverage within the region, with 100+ SA and 20+ SSA companies under coverage. Avior services clients from offices in London, Cape Town and Johannesburg.

Our research quality is consistently recognised in local and global surveys, with 18 analysts currently rated in their respective sectors (FM 2017). Value add through in-depth, innovative, high quality and consistent research with comprehensive underlying fundamental modelling supported by regular analyst and roadshow interactions.

Avior has proven that by working closely with our clients we can mutually develop dominant positions in certain sectors, going from strength to strength. Avior has a dedicated ESG team, having been ranked #1 in Corporate Governance research since 2008.

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Analysts

Mark Sarembock

Petrus Bosman

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Avior Quants | Avior Ranking Table - January 2020

Tiger Brands | ESG | Pressed to execute

SA Investment Strategy | Review of January 2020 for SA investors: Coronavirus weighs on the ZAR

SA Banks | Low credit risk in commercial property | Time to buy SA banks

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