MoneywebNOW

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

How will markets react to Russian invasion?

Lonwabo Maqubela of Perpetua Investment Managers talks Curro results and Russia-Ukraine impact on markets. Gary Chaplin, CEO of KAP Industrial, on results as the company increases inventories to manage supply chains. Bidcorp CFO David Cleasby chats results as the company sees a recovery in the hospitality industry.

24 Feb 2022 12AM 20 min

Revix launches Luna on the Terra network

This new cryptocurrency is similar to Ethereum and enables mobile payments: CEO Sean Sanders.

23 Feb 2022 1AM 7 min

Aveng, Murray & Roberts disappoint markets

Alex Duys of Umthombo Wealth talks markets and the Murray & Roberts trading update. Peter Mountford, CEO of SuperGroup, chats results as margins improve. Sean Sanders, Revix CEO, on Bitcoin not acting as an inflation hedge and the new altcoin they’re listing.

22 Feb 2022 11PM 23 min

[TOP STORY] Ring-fencing income from tax

‘What many people don't realise is that taxes, like fees, eat away at your investment returns and those really compound over time’: Kelin Pottier from 10X Investments.

22 Feb 2022 1AM 3 min

Ukraine crisis boosting commodities

Herenya Capital Advisors's Petri Redelinghuys talks markets and takes a look at local company results. Wiehan van Zyl from Momentum Securities on the investment case for Airbnb following its great results. 10X's Kelin Pottier discusses ring fencing income from tax using Regulation 28 funds.

21 Feb 2022 11PM 19 min