MoneywebNOW

Nampak capital raise to also fund increased bevcan demand

Alex Duys from Umthombo Wealth on results from Alexforbes and Oceana. Tharisa's Phoevos Pouroulis on strong results, their Zimbabwean expansion and chrome demand. Erik Smuts from Nampak on results as beverage cans do well but the balance sheet struggles.

6 Dec 2022 12AM 22 min

[TOP STORY] The profusion of crypto fraud is tainting legit companies

Stay away from altcoins, hold your Bitcoin in your own self-custody, and then no one can scam you, advises Ricki Allardice of upnup.

5 Dec 2022 5AM 5 min

Tiger Brands cheap but AVI better quality

Independent analyst Karl Gevers unpacks Tiger Brands's results as it ups the dividend. Michele Santangelo of Independent Securities on the year in review as ESG went backwards with oil and gas companies leading the way. Ricki Allardice from Upnup on how to spot the crypto scams ... which may be…

5 Dec 2022 12AM 20 min

[TOP STORY] Offices are lying empty all over the world

Research shows that people have their best ideas out walking, on the beach or climbing a mountain: Jonathan Cherry of Cherryflava.

2 Dec 2022 2AM 8 min

China’s zero-Covid policy failure has global implications

A look at the Sasol trading update: good numbers but weak outlook. Jon Cherry from Cherryflava on the future of the office as the sector continues to struggle. Simon offers his thoughts on China's zero-Covid policy and its impact on the global economy.

1 Dec 2022 11PM 17 min

[TOP STORY] Decarbonisation a powerful differentiator for organisations

PwC Africa chief economist Lullu Krugel points out that we are worryingly nowhere near our 1.5% COP target for a maximum increase in temperatures.

1 Dec 2022 4AM 5 min

Why hospital and hospitality look to be the top sectors for 2023

Lonwabo Maqubela from Perpetua talks markets, as the JSE turns green for the year, and where he sees value on the bourse in 2023. PwC's Lullu Krugel on opportunities and actions to improve power supply and energy sustainability in SA. Emad Haffar from Kaspersky on the rise of the robot…

1 Dec 2022 12AM 20 min

[TOP STORY] Vukile interim dividend up 16%; vacancies at 2.3%

When looking at a company like this as an investor, one concern would be the energy crisis. Vukile caters for 9% of its energy consumption: Gary Booysen – Rand Swiss.

30 Nov 2022 2AM 4 min

Capital Appreciation payment terminals see almost 10x growth

Gary Booysen from Rand Swiss unpacks Vukile's results as vacancies are reduced to 2.3%. Alan Dickson from Reunert talks results as both its Power Cable and Circuit Breaker businesses do well. Capital Appreciation's Alan Salomon on good results although the GovChat loans are impaired.

29 Nov 2022 11PM 21 min

[TOP STORY] Private debt an increasingly popular global asset class

Interest rates rising steeply around the globe have an associated set of impacts that are quite difficult for investors to handle: Dino Zuccollo, Westbrooke Alternative Asset Management.

29 Nov 2022 2AM 7 min

Invicta skips dividend, picks share buyback

Independent analyst Jimmy Moyaha unpacks Zeda's upcoming listing and the City Lodge update that shows occupancies at 60% in November. Steven Joffe of Invicta on results as it skips the dividend to focus on share buybacks instead. Dino Zuccollo from Westbrooke talks private debt investing in a high-rate environment.

29 Nov 2022 12AM 22 min

[TOP STORY] Reits as an inflation-defensive place

An asset class like Reits might [now] prove its mettle to a greater degree than it has done in the past – Kyle Wales, portfolio manager at Flagship Asset Management.

28 Nov 2022 1AM 5 min

Here's how consumers are benefitting from the flat oil price

Sanlam's Nick Kunze talks China's zero-Covid risks and oil as Brent continues lower. Kyle Wales from Flagship Asset Management on where investors can hide from high inflation. Just SA's Deane Moore on living annuitants and how not to become a burden on your children.

28 Nov 2022 12AM 19 min

[TOP STORY] Providing gap capital for student accommodation

Tamela Capital Partners provides approved additional funding to that which applicants can otherwise raise from a traditional bank, using their own equity: Vusi Mahlangu.

25 Nov 2022 2AM 7 min

Rand stronger in annual seasonal trend

RMB's Matete Thulare on the current rand strength and the MPC's latest rate decision. Vusi Mahlangu from Tamela Capital Partners on the economics of student accommodation. Simon offers his thoughts on using the PEG ratio to value growth stocks.

25 Nov 2022 12AM 20 min

[TOP STORY] Retailers are spreading it out to try and grab consumer wallets

‘Be very vigilant around fraud. We are seeing such a huge upsurge in fraud at the moment’: Isana Cordier – sector head of consumer goods and services at Absa CIB.

24 Nov 2022 2AM 5 min

Hold Naspers? This is why you should

Kruger International's Mia Kruger unpacks results from RFG and Naspers. Isana Cordier from Absa CIB talks local consumers as they are spending more ... but will they be buying this Black Friday?

23 Nov 2022 11PM 17 min

[TOP STORY] Hedge funds have generally outperformed traditional equity funds.

‘Hedge funds are fascinating in that they can make money in a falling market’: Nosibusiso Ngqondoyi – Old Mutual Multi-Managers.

23 Nov 2022 2AM 7 min

Interest rates only seen peaking next year

Absa's Carmen Mpelwane unpacks Omnia's and Pepkor's results. Nosibusiso Ngqondoyi from Old Mutual Multi-Managers on why a zero exposure to hedge funds is a lost opportunity. PwC's Lullu Krugel on what to expect from tomorrow's MPC meeting.

23 Nov 2022 12AM 21 min

[TOP STORY] Multi-mandates versus inflation targeting

Redge Nkosi, executive director at Firstsource Money, proposes stabilising the economy without using interest rates.

22 Nov 2022 1AM 5 min