Monthly Archives for October 2021

Cover Story – MTN is back

28 October 2021 After a difficult few years, MTN has come roaring back, more than doubling its market capitalisation in the last year. While its share performance has brought the company back in line with historical valuations, the path ahead to a genuine rerating of the group remains challenging and will require faultless execution from […]

Hospital stocks: the prognosis

07 October 2021 Mergence Investment Managers portfolio manager Izak van Niekerk says the recovery in private hospital stocks, particularly his preferred picks Netcare and Life Healthcare, is based on operations “normalising” by the end of September 2023 — “factoring in a handicap for the slow vaccine rollout”, he says.