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FirstRand outshines the rest

Jun 23 2010 14:01 Marc Ashton

Company Data

Absa [JSE : ASA]

Last traded R151.14
Change R2.14
% Change 1.44%
Cumulative volume 470,206
Market cap R108.55bn

Last Updated: 13/02/2012 at 15:00. Prices are delayed by 15 minutes. Source: McGregor BFA

 

Abil [JSE : ABL]

Last traded R37.87
Change R0.37
% Change 0.99%
Cumulative volume 1.29m
Market cap R30.45bn

Last Updated: 13/02/2012 at 14:58. Prices are delayed by 15 minutes. Source: McGregor BFA

 

Pikwik [JSE : PWK]

Last traded R18.78
Change R0.08
% Change 0.43%
Cumulative volume 293,698
Market cap R9.90bn

Last Updated: 13/02/2012 at 15:00. Prices are delayed by 15 minutes. Source: McGregor BFA

 

Nedbank [JSE : NED]

Last traded R158.75
Change R1.35
% Change 0.86%
Cumulative volume 255,780
Market cap R80.55bn

Last Updated: 13/02/2012 at 14:58. Prices are delayed by 15 minutes. Source: McGregor BFA

 

Firstrand [JSE : FSR]

Last traded R22.83
Change R-0.02
% Change -0.09%
Cumulative volume 5.06m
Market cap R128.71bn

Last Updated: 13/02/2012 at 14:58. Prices are delayed by 15 minutes. Source: McGregor BFA

 

Invplc [JSE : INP]

Last traded R47.65
Change R0.51
% Change 1.08%
Cumulative volume 690,282
Market cap R28.52bn

Last Updated: 13/02/2012 at 14:58. Prices are delayed by 15 minutes. Source: McGregor BFA

 

Stanbank [JSE : SBK]

Last traded R110.21
Change R1.77
% Change 1.63%
Cumulative volume 3.53m
Market cap R175.14bn

Last Updated: 13/02/2012 at 15:00. Prices are delayed by 15 minutes. Source: McGregor BFA

 

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Johannesburg - Threats of increased sector regulation, spiralling bad debts and weak global capital markets have made banking a tough sector to operate in for the past two years.

However, one banking group has managed to deliver a 44% return for shareholders over the last year, comfortably outperforming its peers.
 
Over the past 12 months FirstRand [JSE:FSR] has delivered 44.6% to shareholders, excluding dividends. Among the big banking groups it is followed by Nedbank Group [JSE:NED] (37%), Standard Bank Group [JSE:SBK] (30%), Investec plc [JSE:INP] and Absa Group [JSE:ASA]  (27%) and African Bank Investments [JSE:ABL] (21%).
 
FirstRand has been involved in a number of corporate transactions recently, which has realised value some value for shareholders. This includes the proposed merger between its insurance subsidiary Momentum and Metropolitan, a bid for stockbrokerage Barnard Jacobs Mellet (BJM) and its stake in the Life Healthcare Group through its private equity operations.
 
Excluding potential corporate action at Nedbank, analysts have previously tipped FirstRand and Standard Bank as the two banking stocks with the best growth strategies. This may explain why they are afforded a price to earnings multiple of 14 times earnings, compared to peers Nedbank (12.7), Absa (11.7) and Investec (11).
 
Despite this apparent premium, both FirstRand and Standard Bank have "add" recommendations on them from stockbrokerage Imara SP Reid.
 
BJM also advises clients that it remains buyers of the share at below 1 890c, with the counter presently trading at 1 911c.
 
Funds have also been net buyers of FirstRand in the first quarter of 2010, with the Coronation Top 20 and Investec Managed funds being major buyers. The Investec fund sold out of Standard Bank completely in the first quarter, but nearly tripled its position in FirstRand.
 
"We remain concerned that local companies are not positioned to produce the type of earnings growth that the shares require. Standard Bank is currently at 16.7 times historic earnings, while Altron  and Pick and Pay have produced disappointing numbers," the fund advised investors in its quarterly commentary in April.
 
However, Neville Chester of Coronation Fund Managers sounded a warning note.

"We are still fairly big in the banking sector, where our long-held view of earnings normalising over the next two years from a period of cyclically low earnings is coming through. We expect markets to remain fairly volatile and investors should expect returns to be volatile in the short term," he said.
 
 - Fin24.com

 
 
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