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Podcast: WorldWide Markets with Simon Brown
Episode: Shoprite could buy Pick n Pay, but should you buy Shoprite? (#577)
Description: Â Shoprite* Results and Market Comparison Discusses the recent Shoprite results, emphasising excellent performance against a high base. Highlights Shoprite's significant CapEx spending, customer savings, and market share gains. Compares market cap of Pick n Pay and Shoprite, pointing out the latter's cash reserves. Reflects on the historical revenue comparison between Shoprite and Pick n Pay over the past 20 years. Shoprite's Competitive Position and Stock Analysis Questions whether Shoprite is always destined to be an expensive stock. Analyzes the current PE ratio, forward PE, and 10-year mean, suggesting that the stock may not be as expensive as p...