MoneywebNOW

[TOP STORY] Electronic payments grow despite slowing economic activity, PayInc data shows

Shergeran Naidoo, head of stakeholder engagement shares the latest readings of the PayInc Economics Index.

11 Jun 6AM 5 min

Spar has some easy fixes

Lonwabo Maqubela of Perpetua Investment Managers unpacks the horror Spar results, even as the stock firmed on results day. PayInc's Shergeran Naidoo on the PayInc Economic Index, which declined significantly in May. Plus, Dr Roelof Botha, on the latest Altron FinTech Household Resilience Index.

11 Jun 1AM 20 min

[TOP STORY] Araxi shows itself ‘on a really good footing’ going into FY 2027

CEO Bradley Sacks points out that the Halo Dot offering, enabling Apple's Tap to Pay iPhone launch in South Africa, is not a ‘fairly’ big deal, but a ‘big’ deal.

10 Jun 2AM 6 min

PGMs under pressure but offering opportunity

Kea Nonyana of PrimeXBT on SA's better GDP reading, but is it sustainable? What’s troubling PGMs, plus SpaceX, Anthropic and OpenAI mega IPOs. Araxi CEO Bradley Sacks talks group results, which saw revenue and Heps slip. And, Eighty20's Andrew Fulton on young SA consumers facing mounting credit stress.

10 Jun 1AM 20 min

[TOP STORY] ‘There's a bit of a tailwind' for Omnia – Gobalsamy

The group's CEO Seelan Gobalsamy shares insights on its latest 'strong set of results' and expectations for the year ahead.

9 Jun 3AM 7 min

PPC needs stronger SA building demand

Nick Kunze of Sanlam Private Wealth unpacks the US markets overnight, after last Friday's tech sell-off, and PPC's latest results. Omnia CEO Seelan Gobalsamy discusses the group's strong set of results, as its chemicals unit returned to profit and Africa agri delivered a robust recovery. Plus, Future Forex CEO Harry…

9 Jun 1AM 20 min

[TOP STORY] ‘What we're seeing is an economy certainly slowing down’

Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shock costs rippling through local supply chains.

8 Jun 3AM 4 min

Is Musk's SpaceX IPO causing the tech sell off?

Petri Redelinghuys of Herenya Capital Advisors unpacks what sent the Nasdaq almost 5% lower and what sent Mr Price almost 15% higher on Friday. Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shocks rippling through local supply chains. Plus, Consult by Momentum's…

8 Jun 1AM 19 min

[TOP STORY] Transparency and consistency in Reit reporting boost investor confidence

Transparency and consistency in REIT reporting for investor confidence 'If you are a member of SA Reits, you must disclose the prescribed terms within the Best Reporting Recommendations, and if you don't you need to give a reason why' – Leon Kok, chair, SA Reit Association Accounting and JSE Committee.

5 Jun 3AM 7 min

Great dividend payouts from asset managers

Independent analyst Jimmy Moyaha on the Ninety One results after the market initially sold off the stock. Asset managers should be benefiting from stronger markets, but is rising volatility starting to weigh on sentiment? Leon Kok from the SA Reit Association on the launch of the third edition of its…

5 Jun 1AM 20 min

[TOP STORY] Semiconductor giants are powering the AI revolution

Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.

4 Jun 3AM 7 min

Bitcoin: The fall isn't over

Petri Redelinghuys from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. Izak Odendaal from Old Mutual looks at the AI capex boom and the growing concentration risk facing investors. Plus, Ged Nooy of Field Force asks who’s winning…

4 Jun 1AM 21 min

[TOP STORY] Crypto to stocks: A digital revolution

Christo de Wit of Luno says that since the launch of tokenised stocks and ETFs last year, ‘we've now crossed the 50 000 customer mark’ with particular interest from the younger generation.

3 Jun 4AM 7 min

Canal+ arrives on the JSE ... what to expect

Chantal Marx from FNB Wealth and Investments unpacks Telkom’s latest results and looks ahead to the Canal+ listing today – is there real investor appeal in the new listing? Christo de Wit from Luno discusses the rise of tokenised equity assets and why they’re increasingly capturing the attention of younger…

3 Jun 1AM 16 min

[TOP STORY] AI sees beyond traditional lending models in SA

‘We call it unravelling the black box … We allow banks to understand how people actually manage their money in real life' – Eshmael Mpabanga from Intellect Design Arena.

2 Jun 2AM 4 min

Tiger Brands defends big brand pricing

Alyssa Viljoen from Merchant West Investments unpacks the Tiger Brands results and assesses the investment prospects after a disappointing year. Kieran Witthuhn from Anchor discusses their two actively managed ETFs, explaining how AMETFs work and the potential benefits for investors. Eshmael Mpabanga of Intellect Design Arena explores how AI is…

2 Jun 1AM 20 min

[TOP STORY] Emerging markets: The new safe havens?

'Many emerging markets really do look like the adults in the room when you're comparing them to some of the developed markets out there, ironically,' says Grant Webster from Ninety One.

1 Jun 2AM 6 min

Rates have only just started rising – retailers are already struggling

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors…

1 Jun 1AM 20 min

[TOP STORY] Crypto on the move: Latest SA regulations

Bitexen CEO Mark Diuga clarifies the intent of the Draft Capital Flow Management Regulations on cryptocurrency.

29 May 3AM 7 min

Strong results push Lewis yield over 10%

Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury’s updated statement on the draft capital flow management regulations, which has helped calm initial…

29 May 1AM 20 min