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30
AUG

Market movers - August 30

Join Giulietta Talevi, Joseph Busha from JM Busha and Gerbrand Smit from NEFG Fund Management as they answer your stock related questions and analyse the day's market movers
28
AUG

Market Report - Metair and Absa

Mark du Toit from Courtney Capital Private Wealth chose Metair Investments (MTA) / R17.60 (+3.53%) as his stock pick of the day and Ashraf Mohamed, Portfolio Manager at Arqaam Capital chose Absa (ABG) / R168.11 (+1.01%)
22
AUG

Market Wrap - Bidvest

Nesan Nair from Sasfin Securities chose Bidvest as his stock pick of the day. They came out with their trading statement today showing double-digit growth in earnings. In the current environment if you look at the Shoprights and the Banks that have come out recently, all of them were almost below inflationary headline earnings growth, Bidvest had a stand out performance.
20
AUG

Market Wrap - non-plastic packaging Mondi

Graeme Franck from PSG Wealth discusses the day’s market moving activity.

The whole world is going anti-plastic and Mondi is very strong in non plastic packaging. It trades on a forward PE of about 13 times, not a dripping roast but they certainly have a lot of runway for growth in the years to come. Their dividend yield is also just under under three percent.
10
AUG

Stock pick: Waldo Du Plessis from Nitrogen Fund Managers

Waldo Du Plessis from Nitrogen Fund Managers chose Old Mutual as his stock pick of the day, they have recently "de-merged" or restructured themselves, they unbundled Quilter which was their UK investment firm. They are now left with the old Old Mutual and with Nedbank. Nedbank also came out with their results this week and it looks like Old Mutual will be unbundling more share and those will be three per every one hundred Old Mutual shares for a Nedbank share so there is some value to be realised there before any fundamental upside.

190 episodes

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