Within the small and mid-cap sector, you often find stocks that are heavily weighted toward South Africa, essentially forming a segment known as “SA Inc.” These companies, focusing primarily on the South African economy, have faced numerous challenges over the past ten years. However, there’s a silver lining on the horizon. Improvements are emerging as Eskom steps up to supply steady power, interest rates and inflation show signs of easing, and significant inflows of capital are anticipated thanks to two-pot withdrawals and a revamped visa regime.
That’s why it’s so timely that Keith McLachlan, the Chief Investment Officer at Integral Asset Management and a recognized authority in the local small and mid-cap investment realm, is the featured speaker at this Standard Bank Power Hour session.
For those keen on delving deeper, you can access the presentation through a downloadable link.
The session will explore a variety of stocks, including:
– Transaction Capital (JSE code: TCP)
– Southern Sun (JSE code: SSU)
– Curro (JSE code: COH)
– ADvTech (JSE code: ADH)
– Stadio (JSE code: SDO)
– Afrimat (JSE code: AFT)
– Netcare (JSE code: NTC)
Power Hour delves into guiding investors on how to navigate the complexities of financial markets, interpret the latest financial news, understand the workings of financial instruments, and develop their investing skills.
Since its inception in 2011, the Power Hour has evolved into a crucial resource where top-notch industry experts share insights with private investors about issues that truly matter. These sessions are now hosted both as in-person events in Johannesburg and as live online broadcasts, making them accessible to a broader audience.