Business News Leaders

Aspen's Gqeberha vaccination plant faces closure

Aspen Pharmacare may have to shut its Gqeberha vaccination plant, which is meant to supply vaccines to the broader continent, due to a lack of vaccine orders. Business Day TV spoke to Stavros Nicolaou, Senior Executive on Strategic Trade at Aspen for more detail.

5 May 2022 11AM 6 min

Equites boosted by resilient markets in SA and the UK

Equites Property Fund has described its annual performance as ‘exceptional’. The firm’s reported a near 8% rise in net asset value per share and has upped its annual distribution per share by 5.2%, as it managed to retain tenants by keeping its vacancy rates low. Business Day TV caught up…

4 May 2022 1PM 7 min

Rand recovers from near 5-month low

The rand has recovered from a near five-month low, as investors await the Fed’s policy announcement. Business Day TV discussed the moves playing out in the currency scene with TreasuryOne’s Andre Cilliers.

4 May 2022 1PM 6 min

May the 4th be with you - Investment case for Disney

It has been 10-years since Disney acquired Lucasfilm, the studio that produces Star Wars and the Star Wars franchise remains a force to be reckoned with, as the brand is estimated to be worth $68 billion. Business Day TV spoke to Investment Analyst at Anchor Capital, Henry Biddlecombe for more…

4 May 2022 12PM 7 min

Serious intervention needed to fix capital markets

South Africa’s capital markets are in a state of existential crisis. Yes, there is a global trend towards fewer listed companies with the rise of private markets but in South Africa the delisting deluge is acute. 25 companies delisted from the JSE in 2021, with just seven new listings in…

4 May 2022 7AM 27 min

CMH delivers profit jump

Combined Motor Holdings has delivered a strong annual performance. The vehicle dealership owner’s revenue grew 30% during the period and its headline earnings per share more than doubled, supported by cost cutting measures. Business Day TV unpacked the company's results with CEO Jebb McIntosh.

3 May 2022 2PM 6 min

Global private equity market remains strong in 2022

Global private equity inflows have shown no sign of decelerating. Last year firms accumulated $737 billion in investor capital and analysts expect this trend to continue in 2022. Business Day TV caught up with RMB Venture's Co-Head, Andrew Aitken and discussed whether the trend is also playing out in South…

3 May 2022 2PM 5 min

SA factory activity hit by KZN floods

Business activity, new sales orders and export sales in the manufacturing sector are under pressure as a result of the floods in KwaZulu-Natal. The impact is reflected in the Absa’s PMI data for April, which shows a decline to 50.7 points from 60 points previously - a level last seen…

3 May 2022 2PM 7 min

ANC closes loophole in step-aside rule ahead of December elective conference

The ANC wants all its members to be above reproach. The party's decision-making body has closed the loophole in its step-aside rule, which previously allowed those facing criminal charges to run for office and simply step aside from official duties once elected. Business Day TV spoke to Political Analyst Rebone…

28 Apr 2022 1PM 7 min

Sarb moves closer to establishing a digital currency

The South African Reserve Bank is actively experimenting with digital currency as it plans on introduce a ‘digital rand’. Business Day TV discussed the feasibility of the plan with Luno’s Global Head of Payments, Louis van Staden.

28 Apr 2022 1PM 5 min

Clicks delivers a healthy set of interim results

Clicks is giving shareholders a reason to smile. South Africa's largest pharmacy group has hiked its interim dividend by 26%, as market share gains and a bump from the Covid-19 vaccination drive helped it deliver a 9% rise in turnover and a 26% increase in headline earnings per share. Business…

28 Apr 2022 12PM 7 min

Thematic Investing: The World Is Not Enough

Commodities have had their best start to a year since WWI on the back of continued supply chain disruptions and the ingoing war in Ukraine amongst other drivers. But if you thought this ere of scarcity was only being driven by these issues you’d be sorely mistaken as a recent…

28 Apr 2022 8AM 21 min

Thematic Investing: The World Is Not Enough

Commodities have had their best start to a year since WWI on the back of continued supply chain disruptions and the ingoing war in Ukraine amongst other drivers. But if you thought this ere of scarcity was only being driven by these issues you’d be sorely mistaken as a recent…

28 Apr 2022 8AM 21 min

Musk inks deal to buy Twitter for $44bn

SA-born billionaire Elon Musk has clinched a deal to buy social media platform Twitter for $44bn. The transaction will see investors will receive $54.20 for each Twitter share they own. To discuss the market's response to the move, Business Day TV spoke to Anchor Capital investment analyst Henry Biddlecomb.

26 Apr 2022 1PM 5 min

Bond market outlook

The local bond market has had a tough month as the US Fed has been turning up the heat, hinting at a more aggressive interest rate hike at its next meeting in May. Business Day TV unpacked the factors at play in more detail with RMB's bond trader, Michelle Wohlberg.

26 Apr 2022 1PM 6 min

Saldanha seen as potential hydrogen hub

South Africa could be sitting on its next gold rush – green hydrogen With an an abundance of solar and wind resources in Saldanha Bay to supply large amounts of renewable energy, experts have urged that a green hydrogen economy be developed in the area as it reportedly had the…

26 Apr 2022 8AM 26 min

Trade Of The Week

Join independent analyst Loyiso Mpeta as he shares technical analysis on Thungela Resources and Spur.

25 Apr 2022 1PM 6 min

PSG holds on to dividend as it eyes delisting

Investment holding company PSG Group has decided to hold on to its dividend for 2022 as it looks to delist from the JSE. Business Day TV caught up with PSG CEO Piet Mouton for more detail.

25 Apr 2022 1PM 7 min

Eskom in focus as load-shedding threatens SA's growth prospects

The focus Eskom's woes has sharpened as the state-owned utility continues to implement load-shedding. Unreliable power supply remains South Africa's largest growth inhibitor, according to PwC, which estimates that blackouts reduced SA real GDP growth by 3 percentage points in 2021. Business Day TV spoke to independent energy analyst Ted…

25 Apr 2022 11AM 7 min

Farewell to Anglo’s “rocketman”

It’s been a busy period for mining powerhouse Anglo American formally bidding farewell to its turnaround CEO, Mark Cutifani, dubbed the rocketman by the FM recently, and releasing a disappointing first quarter operating update with a 10% production decline blamed on wet weather in Brazil and South Africa as key…

25 Apr 2022 8AM 26 min