MoneywebNOW

[TOP STORY] MTN and Aspen 2021 results in focus

Zwelakhe Mnguni of Benguela Global Fund Managers declares both the telecommunications provider’s revenue growth and the pharmaceutical group’s J&J Covid-19 contract ‘fantastic’.

10 Mar 2022 1AM 5 min

The impact of war on fixed income

Zwelakhe Mnguni of Benguela Fund Managers unpacks MTN and Aspen results. Sean Sanders from Revix chats the company's new gold/crypto bundle. Sanlam Investments's Mokgatla Madisha on the impact of the war in Europe on fixed income funds.

9 Mar 2022 11PM 20 min

[TOP STORY] Making sense of the GDP data

StatsSA economic statistics' DDG Joe de Beer explains the process of gathering GDP data and unpacks the various sectors from Tuesday's release for 2021

9 Mar 2022 2AM 7 min

Rand holding firm even as dollar strengthens

RMB's Matete Thulare unpacks Shoprite's solid results. Joe de Beer, deputy Director-General responsible for economic statistics at StatsSA, talks the latest local GDP data.

9 Mar 2022 12AM 20 min

[TOP STORY] Mpact FY results reflect reinstated dividend

‘Packaging is becoming smarter. We are already cutting RFID chips and other technology into our plastic crates’: CEO Bruce Strong.

8 Mar 2022 2AM 6 min

Commodities still the trade as markets are a sea of red

Petri Redelinghuys from Herenya Capital Advisors as the local market rallied into the close, is the selling over? Bruce Strong, Mpact CEO, talks results as it manages to pass increasing input costs onto customers. Pfungwa Serima, Metrofile CEO, chats results and the increased dividend.

8 Mar 2022 12AM 20 min

Naspers/Prosus a buying opportunity with discount at almost 60%?

FNB's Wayne McCurrie takes a look at the Naspers/Prosus collapse and China's 5.5% GDP target. Jane Shoemake of Janus Henderson Investors on global dividends hitting record highs, led by miners and tech. Futuregrowth's Thesele Mampane talks Reits

7 Mar 2022 12AM 21 min

[TOP STORY] Market responses to the Russia-Ukraine war

‘I think it's kind of hold on tight for the next few months, but no major fundamental change to the value of assets’: Peter Little of Anchor Capital.

4 Mar 2022 2AM 8 min

Sibanye and FirstRand results show why they're top picks

Gary Booysen of Rand Swiss on results from Sibanye-Stillwater and FirstRand. Peter Little of Anchor on the impact of the war in Europe on markets one week in. Simon's thoughts on management and trust.

4 Mar 2022 12AM 21 min

[TOP STORY] Looking at Russia’s PGM basket in the current conflict

Bruce Williamson from Integral Investment Managers considers the global impact of a possible ban on PGM exports by Russia, particularly for SA.

3 Mar 2022 1AM 4 min

Strong Australian operations boost Murray & Roberts profits.

Nedbank's Preston Narainsamy unpacks the latest results from Cashbuild and Woolies. Henry Lass, CEO Murray & Roberts, on results as the company returns to profit. Bruce Williamson of Integral Investment Management talks demand and supply of PGMs from Russia.

3 Mar 2022 12AM 21 min

[TOP STORY] How the Russia-Ukraine battle will affect agriculture imports and exports

SA’s imports of wheat, maize and fertiliser and exports of citrus products will be impaired by the global flare-up: Wandile Sihlobo of the Agricultural Business Chamber of SA.

2 Mar 2022 1AM 5 min

WBHO management needs to repair its reputation

Absa's Carmen Mpelwane talks PSG as it proposes unbundling most of its listed assets and delisting from the JSE. Siyabulela Nomoyi from Satrix chats the significant index changes coming as BHP Group sees its weighting significantly reduced. Agbiz's Wandile Sihlobo on how the Russia-Ukraine conflict could influence Africa’s food supplies.

2 Mar 2022 12AM 20 min

[TOP STORY] Sea Harvest FY numbers all up, with a pleasing dividend

Despite a hard year in terms of supply chains, lockdowns and soaring fuel prices the fishing and dairy businesses have proved rewarding: CEO Felix Ratheb.

1 Mar 2022 1AM 6 min

Sandton City trading above pre-pandemic levels

Independent analyst Jimmy Moyaha talks markets after another strong day for commodities. Sea Harvest CEO Felix Ratheb talks the company's good results despite it facing headwinds. Phoevos Pouroulis, CEO of Tharisa, discusses the restructuring of its BEE deal, and PGM supply out of Russia.

1 Mar 2022 12AM 21 min

[TOP STORY] Stanlib’s two new offshore funds

‘What we're looking for to identify growth with thematic growth drivers,’ says portfolio manager Alex Stanic.

28 Feb 2022 1AM 8 min

War pushing commodities and inflation higher

Nick Kunze of Sanlam Private Wealth on City Lodge results and market expectations for the week ahead, as war in Europe continues.Alex Stanic of JP Morgan Asset Management International, on the value creative growth strategy they use when investing.Shelley Lotz of Savca on why exchange controls should be completely lifted.

27 Feb 2022 11PM 21 min

[TOP STORY] Our SMEs’ total turnover is at 112% of pre-pandemic levels

We’ve seen unbelievable growth: our total base is sitting at over 220 000 – almost triple since the pandemic began. There is a huge migration to digital: Matt Brownell, VP of commercial at Yoco.

25 Feb 2022 6AM 8 min

Commodities boom on war in Europe

Chantal Marx of FNB on Discovery results and markets after the Ukraine invasion. Matt Brownell, VP commercial for Yoco, on its small business turnover index. Simon on markets during a war in Europe and reflections on the budget speech.

25 Feb 2022 12AM 21 min

[TOP STORY] KAP Industrial's interims augur continuing strong year for group

‘Commodity volatility and cost inflation have been a prominent theme throughout all the businesses’: CEO Gary Chaplin.

24 Feb 2022 1AM 5 min