MoneywebNOW

Rumours of a potential offer for AVI?

Years from now, in ‘an extreme case, we could find that...we've no longer the Top 40, because there aren’t enough stocks to actually make it up’: Independent analyst Jimmy Moyaha.

22 Nov 2021 1AM 4 min

Lower LSM retailers seeing strong growth

Independent analyst Jimmy Moyaha takes a look at the AVI takeover speculation. Pepkor CEO Leon Lourens unpacks results as the lower LSM does well. Noel Doyle, CEO of Tiger Brands, as own goals and riots hurt profits.

22 Nov 2021 12AM 21 min

A look at the MTBPS's proposed two-pot retirement system

Blessing Utete from Old Mutual Corporate believes that ‘the proposed forms will improve retirement outcomes...with lot more preservation in the long term’.

19 Nov 2021 1AM 8 min

Leisure stocks still offering good opportunity

Nesan Nair from Sasfin on Life Healthcare results and the updates from both Tsogo Gaming and Hotels. Old Mutual Corporate's Blessing Utete unpacks the proposed two pot pension scheme.

19 Nov 2021 12AM 20 min

[TOP STORY] Inflation number ‘not terrible’; Woolies shaky, Checkers’ head high, Spar weaker

Carmen Mpelwane, Absa Asset Management.

18 Nov 2021 1AM 4 min

Spar battling in Poland

Carmen Mpelwane of Absa talks the horror Woolies update and whether local inflation will see the Sarb hold rates. A look at Spar results with CEO Brett Botten, as Irish and Swiss operations see strong growth. Indluplace CEO Carel de Wit unpacks the company's results which were negatively impacted by…

18 Nov 2021 12AM 20 min

[TOP STORY] Just when will the US hike rates?

Viv Govender – Portfolio Manager, Rand Swiss isn't convinced it'll be soon.

17 Nov 2021 4AM 4 min

Is Stor-Age ‘the best Reit in the world’?

Rand Swiss’s Viv Govender talks markets as local and global markets hit all-time highs. Should we be worried?Keith McLachlan of Integral Asset Management on Stor-Age and why it’s the best Reit in the world. Grant Field, CEO Fedgroup, chats impact farming.

17 Nov 2021 12AM 21 min

[TOP STORY] Vodacom's interim results

Mia Kruger of Kruger International

16 Nov 2021 3AM 3 min

Cop26 promises need action

Mia Kruger on Vodacom's interim results. Chris Schutte, CEO of Astral, as high maize prices hurt full-year results.PwC Africa ESG leader Jayne Mammatt wraps up Cop26.

16 Nov 2021 12AM 19 min

[TOP STORY] Possible ways to make some money off these higher oil prices.

‘I think that where we are at the moment we could be for some time; you probably won't see much more upside in oil prices globally’: Chantal Marx – FNB Wealth and Investments.

15 Nov 2021 3AM 5 min

Higher inflation: This is where you should be investing

Sanlam's Nick Kunze on strong Richemont results and investing with inflation. Steve Binnie, Sappi CEO, unpacks the company's strong results as dissolving pulp prices boom. FNB's Chantal Marx talks how to make money off record petrol prices.

15 Nov 2021 12AM 19 min

Year-end numbers for Purple Capital

"We've got the lowest cost of acquisition in the country. We haven't seen anyone who has got it lower" – Charles Savage – Purple Group, CEO

12 Nov 2021 2AM 8 min

Hospital stocks recovery accelerating

Matete Thulare of RMB talks Mediclinic and Foschini Group results. Charles Savage CEO Purple Group unpacks results as EasyEquities hits 737k clients and profit rises 400%.

12 Nov 2021 12AM 21 min

Thoughts on US inflation, Vodacom and MTN

While the Vodacom deal is value-accretive, it is a ‘convoluted transaction’ which ‘will increase Vodafone's holding in Vodacom to about 65.1%’: Carmen Mpelwane – Absa Asset Management.

11 Nov 2021 1AM 5 min

Where to next for the crypto market?

Absa's Carmen Mpelwane on markets as US inflation comes in at the highest since 1991. Revix's Sean Saunders talks cryptos and Bitcoin bursting through R1m. Citadel's Maarten Ackerman on what government may do with its R160bn tax windfall.

11 Nov 2021 12AM 20 min

Talking alternative investments post Section 12J

Alternatives generally are unlisted, illiquid and portfolio diversifiers for clients which can be more tax efficient, and often give ‘a bit of an asymmetric return’ relative to the amount of risk taken: Dino Zuccollo from Westbrooke Alternative Asset Management.

10 Nov 2021 1AM 5 min

Northam taking long-term view on RBPlats

Analyst Jimmy Moyaha on markets as Northam scopes RBPlat from Implats. Deloitte's Dr Martyn Davies gives his thoughts on the up-coming MTBPS. Dino Zuccollo of Westbrooke Alternative Asset Management talks using uncorrelated alternative assets to beat high priced equities.

10 Nov 2021 12AM 21 min

[TOP STORY] Raubex returns to profit and pays a dividend

Raubex CEO Rudolf Fourie discusses the company's financials as interim results show a strong return to profit.

9 Nov 2021 5AM 6 min

Sirius posts strong results as UK expansion takes shape

Alex Duys of Umthombo Wealth unpacks Sirius's results and talks Omnia's strong update. Rudolf Fourie, CEO Raubex, chats the company's financials as results show a strong return to profit. Redefine CEO Andrew König talks results and the company's offer to buyout and delist EPP.

9 Nov 2021 12AM 20 min