Daily Market Blog: Bigger than China

29-APR-16

"Here are some more huge numbers from the company. Monthly Active Users (MAU) is now at 1.65 billion people of which 1.09 billion log on each day! The average US mobile user spends 30 minutes a day on Facebook and if you include their other apps like Instagram and Messenger (not WhatsApp) the number jumps to 50 minutes a day on Facebook content."




To market to market to buy a fat pig Our market bucked the global trend and finished the day in the green, up 0.3%. Anglo American PLC had another stellar day, up 9% on the news that they sold one of their non-core assets for $1.5 billion. This is part of a move from the company to reduce debt levels by a third and shore up their balance sheet and in the longer term, start paying dividends again. Over the last month Anglo is up 135% in Rands and 173% in pounds, unfortunately the stock is down 30% since last year this time. The MTN share price also had a a strong day yesterday, finishing up 3.9%, Google could not find any specific news for the move higher. One article that is worth reading though is Ten things you didn't know about MTN, only 1 in 7 subscribers currently uses data! There is huge scope for growth going forward.

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Stocks which we currently recommend

Alphabet (Google) is the world's biggest online advertising platform.

Amazon.com is the world's leading online retailer.

Amgen is a biotech company focussed on blood and cancer therapies.

Apple is the global leader in tablet and smartphone technology.

Aspen is a rising global star in the pharmaceutical industry.

Brait owns fashion, retail and health club assets.

Bidvest is a diversified services company, which may re-organise its portfolio.

Cerner provides IT solutions in the healthcare industry.

Cisco is a global leader in routing and switching equipment.

City Lodge is a mid-priced hotel group in urban areas of Africa.

Curro is an independent education provider in South Africa.

Discovery is a technology-driven healthcare administrator and life insurer.

Facebook is the dominant global social media platform.

Famous Brands is SA's largest quick-service restaurant group.

Holdsport is a sporting and leisure goods retailer.

Johnson & Johnson is the world's largest consumer health and pharma company.

L'Oreal is a world leader in the manufacturing and sale of beauty products.

Luxottica is the world's largest branded sunglass maker and retailer.

Mr. Price is a fast fashion apparel and home retailer.

MTN Group is an emerging markets mobile telecoms giant.

Monsanto is a provider of agricultural products for farmers.

Mediclinic owns hospitals in SA, the UAE, the UK and Switzerland.

Naspers owns digital TV, internet, gaming and ecommerce businesses.

Nestle is a leading global food and beverages manufacturer.

Netflix is a TV & movie content creator & has a global, content streaming network.

Nike is a designer and retailer of running shoes and other sporting equipment.

Priceline is the biggest online travel booking service in the world.

Richemont owns the finest luxury brands like Cartier and Van Cleef & Arpels.

Starbucks is a roaster and retailer of coffee and fantastic foods.

Steinhoff owns Conforama and Pepkor.

Stryker makes hip and knee joint replacements and hospital beds.

Tesla is the world leader in electric vehicles and batteries.

Tiger Brands is a basic and branded food producer, expanding through Africa.

Under Armour is a fast growing sports apparel company.

Visa is a global payments technology company.

Vodacom is a South Africa-based communications provider.

Wells Fargo is the biggest retail and commercial bank in the USA.

Woolworths the leading organic food & clothing retailer in the Southern Hemisphere.

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