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Barclays – Hot or Not

Barclays Plc (LON:BARC) is a London-based global financial services holding company. It is engaged with retail and corporate banking, investment banking, and investment management services. It has a market cap of £31.5 billion, trades on a PE of 16.21 and trades on a dividend yield of 1.00 per cent. Guest Chris Gilmour, Independent Analyst and resident expert Paul Theron from Vestact decide whether Barclays is hot or not.

Stadio – Hot or Not

Stadio was recently spun off from Curro, and focuses on the tertiary sector. It has a market cap of R2.7 billion. No PE or dividend yield yet. Guest Devin Shutte from The Robert Group and resident expert Paul Theron from Vestact decide whether Stadio is hot or not.

Advtech – Hot or Not

Advtech is a diversified education, training and placement group. It has a market cap of R9.8 billion, a price to earnings ratio of 24.71 and a dividend yield of 1.8 per cent. Guest Devin Shutte from The Robert Group and resident expert Paul Theron from Vestact decide whether Advtech is hot or not.

Curro – Hot or Not

Curro develops, acquires and manages private schools in South Africa. It has a market cap of R15.8 billion, trades on a PE of 79.8, but pays no dividends. Guest Devin Shutte from The Robert Group and resident expert Paul Theron from Vestact decide whether Curro is hot or not.

Pembury Lifestyle Group – Hot or Not

Pembury Lifestyle Group is recently listed on the JSE, aims to have 40 schools by 2020. It has a market cap of R136.2 million, and is not profitable. Guest Devin Shutte from The Robert Group and resident expert Paul Theron from Vestact decide whether Pembury Lifestyle Group is hot or not.

2U, Inc – Hot or Not

2U, Inc (NASDAQ:TWOU) sells software for universities to deliver online degree programs. It recently acquired Cape Town-based GetSmarter for $103m. Market capitalization is $3.1 billion, has no PE and pays no dividend yield. Guest Devin Shutte from The Robert Group and resident expert Paul Theron from Vestact decide whether 2U, Inc is hot or not.

NetEase – Hot or Not

NetEase (Nasdaq:NTES) is a Chinese online gaming and e-commerce company based in Beijing. Publishes Fantasy Westward Journey, it has a market cap of $35 billion, a PE ratio of 30.40 and a dividend yield of 1.32 per cent. Guest Jean Pierre Verster ‎at Fairtree Capital and resident expert Paul Theron from Vestact decide whether NetEase hot or not.

Tencent – Hot or Not

Tencent (HKG:0700) is a Chinese investment holding company whose subsidiaries provide gaming, media, entertainment, payment systems online. It has a market cap of $450 billion, PE ratio of 52.6, and a dividend yield of 0.17 per cent. Guest Jean Pierre Verster ‎at Fairtree Capital and resident expert Paul Theron from Vestact decide whether Tencent is hot or not.

Activision Blizzard – Hot or Not

Activision Blizzard (Nasdaq:ATVI) is an American video game developer headquartered in Santa Monica, California and founded in 2008 through the merger of Vivendi Games and Activision. It has a market cap of $47.36 billion, a PE ratio of 42.56 and a dividend yield of 0.48 per cent. Guest Jean Pierre Verster ‎at Fairtree Capital and resident expert Paul Theron from Vestact decide whether Activision Blizzard is hot or not.

SacOil – Hot or Not

SacOil is a pan African upstream oil and gas prospector. The company has a market cap of R665.5 million, and has been making losses so it does not have a PE ratio or a dividend yield. Guest Wayne Mccurrie, Senior Portfolio Manager, Ashburton Investments and resident expert Paul Theron from Vestact decide whether SacOil is hot or not.

ExxonMobil – Hot or Not

ExxonMobil (NYSE:XOM) is the world’s largest petrochemicals company. It is involved with exploration, production and retail of crude oil, petroleum products and natural gas. It has a market cap of $352.7 billion, a PE ratio of 30.04 and a dividend yield of 3.70 per cent. Guest Wayne Mccurrie, Senior Portfolio Manager, Ashburton Investments and resident expert Paul Theron from Vestact decide whether ExxonMobil is hot or not.

Sasol – Hot or Not

Sasol was uses coal, oil and gas reserves to manufacture and sell liquid fuels and chemicals throughout the world. It is building a massive GTL plant in Louisiana, USA. It has a market cap of R257.5 billion, a PE of 11.23 and a dividend yield of 3.19 per cent. Guest Wayne Mccurrie, Senior Portfolio Manager, Ashburton Investments and resident expert Paul Theron from Vestact decide whether Sasol is hot or not.

PetroChina – Hot or Not

PetroChina Company Limited (NYSE:PTR) is a China-based company principally engaged in the production and distribution of oil and gas. It has a market cap of $210.1 billion, a PE ratio of 38.89 and a dividend yield of 3.03 per cent. Guest Wayne Mccurrie, Senior Portfolio Manager, Ashburton Investments and resident expert Paul Theron from Vestact decide whether PetroChina is hot or not.

BP plc – Hot or Not

BP plc (LON:BP) is an integrated oil and gas company. The Company's segments include Upstream, Downstream, Rosneft, and Other businesses and corporate. It has a market cap of £97.7 billion, a PE ratio of 33.82 and a dividend yield of 7.62 per cent. Guest Wayne Mccurrie, Senior Portfolio Manager, Ashburton Investments and resident expert Paul Theron from Vestact decide whether BP plc is hot or not.

MMI – Hot or Not

MMI was formed from the merger of Momentum and Metropolitan in 2010. It has a market cap of R30.5 billion, a price to earnings ratio of 16.37 and a dividend yield of 8.11per cent. Guest Nesan Nair, Sasfin Securities and Paul Theron from Vestact decide whether MMI is hot or not.

Liberty Holdings – Hot or Not

Liberty Holdings is controlled by Standard Bank, and sells life and health-related insurance, investment management and retirement products. It has a market cap of R31.6 billion, a price to earnings ratio of 15.52 and a dividend yield of 6.24 per cent. Guest Nesan Nair, Sasfin Securities and Paul Theron from Vestact decide whether Liberty Holdings is hot or not

Discovery – Hot or Not

Discovery is a financial services company that began in 1992 as a medical aid administrator, but is now also an insurer and asset manager, operating in Africa, the UK, USA and China. It has a market cap of R93.3 billion, a price to earnings ratio of 21.12 and a dividend yield of 1.29per cent. Guest Nesan Nair, Sasfin Securities and Paul Theron from Vestact decide whether Discovery is hot or not.
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