Avior Capital Markets - Avior Quants | Avior Ranking Table - July 2019

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Avior Capital Markets

Mark Sarembock

Avior Quants | Avior Ranking Table - July 2019

Market's one year forward PE increased to 12.18x, and the forward one year return has increased to 14.7%.
Avior's Top40 top picks are SAP (+90.9%), DSY (+78.0%), and bottom picks are GFI (-29.6%), and ANG (-15.9%).
Avior's Mid-caps top picks are MNK (+169.9%), GLN (+55.3%), and bottom picks are KIO (-39.1%), and TKG (-26.0%).

Disclaimer
This piece uses quantitative methods to calculate top and bottom ranked stocks in the South African market. For views on specific stocks please contact the respective analysts.

04/07/2019 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

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Avior Quants | Avior Ranking Table - July 2019

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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