MoneywebNOW

Food producers struggling under input inflation

Independent analyst Jimmy Moyaha talks results from Tiger Brands and RFG. Alan Dickson from Reunert on results as their cabling business starts seeing increased orders. Vunani's Butana Khoza unpacks the company's financials as Heps increases more than 400%.

26 May 2022 12AM 21 min

[TOP STORY] Global dividends in Q1 up a record 11%

I feel quite confident that we are going to get some dividend growth this year, which is helpful when you've got inflation running at the levels it is: Jane Shoemake - Janice Henderson Investors.

25 May 2022 2AM 5 min

Coronation offering great long-term potential

Zwelakhe Mnguni of Benguela Global Fund Managers unpacks Coronation's results and looks at Datatec vs Bytes Technology results. Jane Shoemake from Janus Henderson Investors on a record quarter for dividends, especially in emerging markets such as India. Sean Sanders from Revix: What's the key investing lesson from the Terra collapse?

25 May 2022 12AM 21 min

[TOP STORY] Are Thungela and Exxaro taking climate change seriously?

With ‘the price of coal at all-time record highs, suddenly there's all sorts of talk about expansion and new coal. That demonstrates the hollowness of a lot of the ESG talk that we've seen over the last couple of years’: Tracey Davies of Just Share.

24 May 2022 2AM 5 min

Leisure stocks have strong potential

Anchor's Deryck Janse van Rensburg unpacks Barloworld and Netcare results. Dis-Chem CFO Rui Morais talks results as acquisitions start generating profits. Tracey Davies of Just Share on the Thungela and Exxaro AGMs, are these miners serious about climate risks?

24 May 2022 1AM 20 min

[TOP STORY] Economic implications of the threat of recession

For an investor ‘the first hurdle...[is] to make sure that your portfolio or even your business can actually beat inflation...[and to] look for real assets that actually add value’: Maarten Ackerman – chief economist, Citadel.

23 May 2022 2AM 5 min

Richemont worries on China collapses share price

Sanlam's Nick Kunze as the market hates on the Richemont results. Citadel's Maarten Ackerman talks the global economy as the likelihood of a recession increases. Craig Sher from Discovery Invest on the sandwich generation being squeezed by financially helping kids and parents.

23 May 2022 1AM 20 min

[TOP STORY] Afrimat FY results prove it's much more than an iron-ore company

‘Thank heavens we diversified our business when we did, because if it was only for construction materials we would've been in trouble’: CEO Andries van Heerden.

20 May 2022 2AM 8 min

Massmart: Still no hard evidence of the turn around

Absa’s Carmen Mpelwane talks Invesec’s results and the Massmart update. Andries van Heerden, CEO of Afrimat, on results and new acquisitions boosting earnings. Simon’s thoughts on the recent selloff: perhaps it’s not that bad overall.

20 May 2022 12AM 20 min

[TOP STORY] Food inflation – are we watching that 70s show?

Food inflation is something everyone engages with very frequently [which] makes it a very important phenomenon and in fact a very important political phenomenon: Thalia Petousis of Allan Gray.

19 May 2022 3AM 8 min

Tencent remains uninvestable after results

FNB's Sithembile Bopela takes a look at the trading updates from Lewis and RFG. Kea Nonyana, independent analyst, chats the Tencent results. Allan Gray's Thalia Petousis on price inflation: Are we watching 'That ‘70s Show'?

19 May 2022 12AM 22 min

[TOP STORY] Flat-fee retirement investing

Imagine going to a doctor who charges a fee according to your net worth: DoshGuide founder Rory Brachner explains the investment analogy.

18 May 2022 2AM 4 min

Pick n Pay chasing Shoprite, can they catch up?

Independent analyst Jimmy Moyaha unpacks Pick n Pay's latest results. Steve Brookes from Balwin on results as demand for one- and two-bedroom apartments remains strong. Rory Brachner of Doshguide chats flat-fee retirement investment fees.

18 May 2022 12AM 21 min

[TOP STORY] Astral's interim earnings leap, despite maize input cost pressure

While the profits look great versus the prior period, they are still below our average performance: CEO Chris Schutte.

17 May 2022 2AM 7 min

Bitcoin still not a buy at current price

Herenya Capital Advisors's Petri Redelinghuys on the volatility in the crypto world, is this an opportunity? Chris Schutte of Astral on results as earnings surge off last year's low base. Wikus Lategan from Calgro M3 as they swing into significant profit from last year's loss.

17 May 2022 12AM 21 min

[TOP STORY] How CoreShares will fit into 10X investments

‘It'll give us much more scale and depth across the organisation, and I think...reduce costs through time’: MD Gareth Stobie.

16 May 2022 2AM 6 min

Sibanye-Stillwater offering long-term opportunity

Kruger International's Mia Kruger talks the MTN update and the Sibanye-Stillwater selloff. Gareth Stobie MD of CoreShares on what the 10X Investment acquisition of CoreShares means for clients. Redge Nkosi of Firstsource Money on why South Africa’s debt management policy is atrocious.

16 May 2022 12AM 20 min

[TOP STORY] Kaap Agri pandemic efficiencies have benefited the group

‘With more people going out now in the evenings, it would seem that the QSR side is picking up versus the DIY which is dropping off’: CEO Sean Walsh.

13 May 2022 2AM 8 min

Disney: Great value after falling almost 50%

Gary Booysen of Rand Swiss on markets after another very red day, especially for resource stocks.Kaap Agri CEO Sean Walsh on results and the current state of the agri sector; andSimon's thoughts on leisure stocks, as they trade around pre-Omicron levels.

13 May 2022 1AM 21 min

[TOP STORY] Faang stocks – to stay, to buy or exit?

Facebook, Amazon, Apple, Netflix and Google: ‘You've had significant drawdowns in some great names, and this is probably the time when you want to start rotating into them’: Henry Biddlecombe of Anchor Capital.

12 May 2022 2AM 6 min