SAfm Market Update with Moneyweb

Strong results, increased dividend from Sasol Segment 03

The Lake Charles project is 81% complete and expected to come in at the $11 billion level, says CEO Stephen Cornell.

26 Feb 2018 2PM 6 min

David Jones drags Woolworths into net loss Segment 01

Food does particularly well, and the senior womenswear mistake is being remedied, says Woolworths CEO Ian Moir.

22 Feb 2018 2PM 3 min

Saica post-budget commentary Segment 02

‘The dangers are always of the debt-to-GDP ratios going forward’ – Saica director and CFO Marc Sevitz.

22 Feb 2018 2PM 5 min

Fed minutes shake the market Segment 03

Blue Label bounces back on interims; Massmart benefits from cost control – David Shapiro on Thursday’s market moves.

22 Feb 2018 2PM 3 min

South Africa’s current investment outlook Segment 04

‘South Africa is one of the most exciting reforms for us at this point in the emerging market space,’ says UBS’s head of emerging market asset allocation.

22 Feb 2018 2PM 4 min

Reaction to the 2018 Budget Speech Segment 01

A harsh budget, but ‘paying the price for roughly ten years of patronage and pilfering and profligacy,’ comments Stellenbosch economist Professor André Roux.

21 Feb 2018 2PM 5 min

Unpacking the 2018 budget ‘proposals’ Segment 02

Why Marcus Botha rates the budget at 6/10, and David Shapiro rates it at 6.5.

21 Feb 2018 2PM 10 min

Key areas to look out for in the 2018 budget Segment 01

Tax sources that could be targeted, and possible problems in implementation, as explained by personal tax expert Rob Cooper from Sage.

20 Feb 2018 2PM 8 min

Imperial performance a mystery Segment 02

BHP Billiton down about 5% – David Shapiro on Tuesday’s market moves.

20 Feb 2018 2PM 5 min

Plugging the funding deficit conundrum Segment 03

Tweaking existing taxes could be easier than adding new sources of revenue such as a wealth tax or a VAT increase, Grant Thornton’s Eugene du Plessis says.

19 Feb 2018 2PM 8 min

Mining charter court challenge on hold Segment 02

We have a new president willing to address governance-related concerns, states Tebello Chabana from the Chamber of Mines.

19 Feb 2018 2PM 5 min

Very good day for platinum counters, despite strong rand Segment 01

Barloworld, Bidvest, Barclays do particularly well – David Shapiro on Thursday’s market moves.

15 Feb 2018 2PM 4 min

State President responds to recall decision Segment 01

‘I'm being victimised here’ – President Jacob Zuma.

14 Feb 2018 2PM 3 min

What if Zuma refuses to step down? Segment 02

If more than 50% in the National Assembly support a vote of no confidence “the president and the entire cabinet must resign”, explains constitutional law analyst Professor Pierre de Vos.

14 Feb 2018 2PM 5 min

Viceroy fires another shot at Capitec Segment 03

Market see-saws, down then up. Miners under pressure, rand strong – David Shapiro on Wednesday’s market moves.

14 Feb 2018 2PM 2 min

OUTA reacts to Bank of Baroda exit from SA Segment 01

Whether the bank closes its branches here or not, it will still be responsible for its actions while open, notes OUTA COO Ben Theron.

13 Feb 2018 2PM 3 min

Leadership changes at Taste Holdings Segment 02

Things may not work ‘when part of your central kitchen needs to be making watches and jewellery,’ says Simon Brown of JustOneLap.

12 Feb 2018 2PM 6 min

Taste, RCL and KAP features of the day Segment 03

If the 10-year yield gets to 3% ‘we'll see people dumping their equities and moving into that’ – Makwe Masilela of Makwe Fund Managers on Monday’s market news.

12 Feb 2018 2PM 4 min

The controversy facing Resilient Segment 04

Resilient directors and related parties have been accused of insider trading and inflated interrelated-company practices, says Herenya Capital Advisors founder Petri Redelinghuys.

12 Feb 2018 2PM 8 min

Industrials, financials, gold mining and resources bleed Segment 01

‘US wage inflation is going up…this spooked the market, and we simply followed suit’ – Wayne McCurrie on Friday’s market.

9 Feb 2018 2PM 3 min