MoneywebNOW

Leisure stocks share the joy

Independent analyst Jimmy Moyaha on results from Sun International and City Lodge. Keith McLachlan from Integral Asset Management talks Grindrod as the stock rallies back above 1 000c. After recent results, does it offer value? Mandy Dix-Peek from Old Mutual Wealth on recent changes to the Trusts Act as SA…

12 Sep 2023 1AM 20 min

[TOP STORY] How historical data can make you a savvier investor

It's important for investors to equip themselves with the ability to think critically and analyse more in depth: Kamogelo Mosime – Tickmill.

11 Sep 2023 3AM 6 min

Nampak shareholders should follow their rights

Nick Kunze from Sanlam Private Wealth on Capitec's update, US bonds vs equities and Nampak's rights issue. Kamogelo Mosime from Tickmill on how the past can help with the future as the market is a 'treasure trove of information'. Alex Simeonides of Capital Legacy talks the nuts and bolts of…

11 Sep 2023 1AM 20 min

[TOP STORY] The ‘angry bear’ of inflation targeting

For all intents and purposes it's a made-up number: Dr Adrian Saville – Genera Capital.

8 Sep 2023 3AM 7 min

Luxury stock selloff offering opportunity

Richemont is back at late 2021 levels. Gary Booysen from Rand Swiss on his preferred luxury stocks. Dr Adrian Saville Genera Capital talks inflation targeting. Where does it come from, and does it work? Simon shares insights on stock watchlists and setting target prices.

8 Sep 2023 12AM 20 min

[TOP STORY] Is investing in BAT the right move?

If you're getting a 15%, 16% annual return, it's a defensive business – Philip Short, Flagship Asset Management.

7 Sep 2023 3AM 5 min

Opec+'s production cuts spell bad news for global inflation

RMB's Matete Thulare takes a look at the oil price and Opec+. Philip Short from Flagship Asset Management on the regulatory risks with tobacco and valuation in British American Tobacco. Chris Eddy from 10X Investments on the attractive yields from local bonds and reducing weighting in US equities.

7 Sep 2023 12AM 20 min

[TOP STORY] Sea Harvest toughs it out with fuel and input costs hurting

Among the four businesses fishing actually performed quite well – CEO Felix Ratheb.

6 Sep 2023 3AM 6 min

Shoprite '2023 was extraordinary'

Mia Kriegler from Kruger International unpacks Shoprite's stellar results as it continues to gain market share while diesel costs hurt at +R100m a month.  Sea Harvest's Felix Ratheb on results as catch rates and costs hurt, but global demand for fish as a protein remains robust.  Chris Harmse from Sequoia…

6 Sep 2023 12AM 20 min

Boosting productivity through gender inclusion

More females [than males] suggest they don’t have money for education: Sanisha Packirisamy – Momentum Investments.

5 Sep 2023 3AM 7 min

Battle of the food producers: RCL vs AVI

Alex Duys from Umthombo Wealth talks the divergent RCL Foods and AVI results. Sanisha Packirisamy from Momentum Investments on the importance of women in the labour force. PPS's David Crosoer explains how we should manage short-term price gains with long-term sustainable investments.

5 Sep 2023 12AM 22 min

Fortress annual results show logistics a stellar performer

‘We are getting a lot of the pre-let deals. Everybody's phoning us first, and the vacancies are really low’: CEO Steven Brown.

4 Sep 2023 5AM 7 min

US vs China … how the tables have turned

Independent analyst Karl Gevers on the Pan African trading update and his preferred gold stock ... or is he staying away Fortress's Steven Brown on the Reit's results as vacancies hit 3.7% but it still can't pay dividends. Old Mutual Wealth's Izak Odendaal on the curious nature of a strong…

4 Sep 2023 12AM 21 min

[TOP STORY] KAP Industrial's PG Bison bucks the trend

We've some major projects being completed [which should] flow through into improved performance at the end of next year and the years thereafter – CEO Gary Chaplin.

1 Sep 2023 3AM 7 min

Woolies delivering on all fronts

Independent analyst Jimmy Moyaha takes a look at Implats results as refined production, sales and prices received all declined. KAP's Gary Chaplin on tough results after the record of last year. Simon offers his thoughts on the CEOs who still take questions, even when the going is very tough.

1 Sep 2023 12AM 21 min

[TOP STORY] M&R's going concern status in question

‘We believe that we can trade through this period. It's going to be tight for the next year or so’: CEO Henry Laas.

31 Aug 2023 2AM 5 min

Could November be the end (of the rate hike cycle)?

Reko Nare from Anchor on where to next for SA inflation and interest rates as we appear to have reached the peak of the rate hike cycle. Henry Laas from Murray & Roberts talks the company's financials as they swing into a massive loss, is the group still solvent? Bidcorp's…

31 Aug 2023 1AM 21 min

[TOP STORY] Super Group: Solid year, but challenges abound

CFO Colin Brown unpacks the company's latest full-year results and explains why the next year will be a tough one.

30 Aug 2023 3AM 4 min

Nvidia's valuation justified by AI's huge potential

Viv Govender from Rand Swiss on whether the AI hype justifies Nvidia's valuation. Super Group's Colin Brown unpacks the company's strong results despite another challenging year. Simon Campbell Young of Digimune on the best way to insure your crypto coins from loss and phishing attacks.

30 Aug 2023 1AM 20 min

[TOP STORY] New tax rule on the horizon for SA residents earning abroad

National Treasury wants both a South African taxpayer earning in another country and the foreign company paying the salary to declare the earnings to Sars: Harry Scherzer – Future Forex.

29 Aug 2023 3AM 5 min