PSG Financial Services

PSG Financial Services

by PSG Financial Services
Season 1

PSG Investment Idea: Microsoft 12 May 2022

- Microsoft is an American multinational technology corporation producing computer software, consumer electronics, personal computers, and related services. - The group released 3Q22 results on 26 April 2022. - Revenue increased by 18.4% to $49.4 billion. - Operating profit grew by 19.4% to $20.4 billion, with an operating margin flat at 41.3%. - Russian revenue is less than 1% of Microsoft’s revenue (-$0.01 impact on EPS). - Management notes that the drive to automate business processes is strong, even in a potential slowdown, given the cost benefits. - Microsoft is one of the best among the big tech peers. - However, our valuation suggests Microsoft is fully valued at current levels, and thus, recommend a hold position. - For more information about this counter, please contact your PSG Wealth adviser. PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

Future of employment in South Africa: Think Big Series

Andrew Donaldson: Senior Research Associate, Southern Africa Labour and Development Research Unit, School of Economics, University of Cape Town Facilitated by Alishia Seckam: Broadcast and financial journalist. Even before the Covid-19 pandemic, a chronically high unemployment rate was arguably one of South Africa’s biggest challenges. Now that the pandemic seems to normalising, what is path forward for job creation in South Africa? The series is a collection of dialogues with high-value speakers hosted by broadcast and financial journalist Alishia Seckam. Each topic addresses burning issues that are concerning South Africans in these uncertain times. The Think Big Series aims to empower you with factual evidence and manage expectations on various aspects of how the current situation could unfold. https://www.psg.co.za/news-and-publications/events-and-webinars PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

PSG Investment Idea: Pfizer and Johnson & Johnson - 23 May 2022

Pfizer: For our latest Event Impact Assessment, our team of skilled analysts reviewed Pfizer 1Q22 results on 3 May 2022. Based on their analysis, they have issued a buy recommendation for this share. Click here to find out more. Johnson & Johnson: Our team of skilled analysts recently reviewed their recommendation for Johnson & Johnson. Listen to this recording to find out which factors they considered to reach their hold recommendation. PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

PSG Investment Idea: Apple and Meta - 16 May 2022

Meta Platforms: Our team of skilled analysts recently reviewed their recommendation for Meta Platforms, previously known as Facebook. Listen to this recording to find out which factors they considered to reach their hold recommendation. Apple: PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their hold recommendation for Apple. PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

PSG Investment Idea: Mr Price - 20 April 2022

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their buy recommendation for Mr Price Group. PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

PSG Investment Idea: MTN - 29 Apr 2022

Our team of skilled analysts recently reviewed their recommendation for MTN. Listen to this recording to find out which factors they considered to reach their buy recommendation. PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

PSG Konsult Annual Results Presentation_FY2022

CFO Mike Smith talks about our results for the year ended 28 February 2022. Our full annual results are available at https://www.psg.co.za/investor-relations/overview or watch the video https://youtu.be/w4F55bHY1rc PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

Investment idea: Vodacom Group Limited

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at Vodacom Group Limited. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

Investment idea: Anheuser-Busch InBev SA/NV

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at Anheuser-Busch InBev SA/NV. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

Investment idea: MTN Group Limited

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at MTN Group Limited. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.
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