MoneywebNOW

[TOP STORY] Capital Appreciation emerges stronger after the pandemic year

‘As the world evolves, cash is going to become more and more restricted ... and our type of payment transactions are going to become more prevalent’: CFO Alan Solomon.

23 Jun 2021 2AM 7 min

23 June - Is the Omnia/Sars dispute a concern?

Rand Swiss's Viv Govender talks the latest market movements as the Nasdaq closes at a new all-time high. Alan Salomon, CFO of Capital Appreciation, on results as post-Covid trends play in the company's favour. Omnia CEO Seelan Gobalsamy unpacks the company's strong results and special dividend despite its dispute with…

23 Jun 2021 1AM 21 min

[TOP STORY] Retailers benefit from the poor savings culture in South Africa

South Africans’ continued spending ‘whether they have the funds available or not’ has important long-term implications, points out Anchor Capital’s Casey Delport.

22 Jun 2021 3AM 6 min

22 June - Why Naspers could be the next mini Amazon 

Dino Zuccollo of Westbrooke Alternative Asset Management on the end of S12J and the risks within existing funds. Anchor's Casey Delport takes a look at the SA consumer as a spender not a saver. Preston Narainsamy of Nedbank Private Wealth unpacks Naspers/Prosus and PPC results.

22 Jun 2021 1AM 20 min

[TOP STORY] When will the JSE respond on Reits not paying dividends?

‘The average investor who's been attracted to the sector is a little unsure of what's going on’, says Global CIO Garreth Elston.

21 Jun 2021 3AM 5 min

21 June - Who broke gold?

Petri Redelinghuys of Herenya Capital on gold falling more than $100 in a week. Garreth Elston of Reitway Global talks listed property as local Reits stop paying dividends with no comment from the JSE. Moshesh Partners as they gear up to provide independent power to industry.

21 Jun 2021 1AM 20 min

[TOP STORY] Key differences between good and ‘fad tech’ investing

‘I think you don't need to be on the very cutting edge to generate really exciting returns’: Nick Dennis from Anchor Capital.

18 Jun 2021 3AM 5 min

Sandton not likely to turn into a Joburg CBD

Chantal Marx talks to John Loos of FNB on the future of commercial property. Anchor Capital's Nick Dennis discusses how to spot an opportunity in the tech space. Nick Kunze of Sanlam Private Wealth on China's role in the commodity market.

18 Jun 2021 12AM 19 min

[TOP STORY ] Global microchip imperative outstripping supply

‘To get to a supply-demand balance my forecast is 2023’: Mustek CEO David Kan

17 Jun 2021 3AM 5 min

17 June - UK economy bouncing back

Keith McLachlan talks to Sean Ashton of Prime Asset Managers on the Fed meeting, inflation and big tech. Mustek's David Kan discusses the microchip shortage and how it's affecting manufacturing. Stenprop CEO Paul Arenson on their recent results and multi-let industry property in the UK.

17 Jun 2021 1AM 20 min

[TOP STORY] The democratisation of investment in financial markets during the pandemic

‘I think it's very healthy for one to take ownership of one’s own financial position,’ states Gareth Stobie from CoreShares.

15 Jun 2021 3AM 7 min

15 June - SA bonds attractively priced

Kearabilwe Nonyana of ThinkMarkets talks to Mia Kruger of Kruger International on investors moving from the gold sector to banking. CoreShares's Gareth Stobie looks at ETFs and their appeal to young retail investors. Anchor's Nolan Wapenaar on SA bonds being close to pre-pandemic levels.

15 Jun 2021 1AM 20 min

[TOP STORY] MultiChoice produces robust numbers, growing subscribers

‘We think that long-form video has still got a lot of legs and there's a big addressable market, especially outside of South Africa’: CFO Tim Jacobs.

14 Jun 2021 3AM 7 min

14 June - Commodities super cycle: Is it ending or just beginning?

Peter Major of Mergence Corporate Solutions on the commodities super cycle. MultiChoice's Tim Jacobs looks at the future of entertainment. Investec's Brian McMillan talks structured products – are they the new ETF?

14 Jun 2021 1AM 21 min

[TOP STORY] How behavioural science can play a role in improving consumer choices

‘If we make better financial decisions we are ultimately better off financially...we'll have more money and we'll retire better’: Adam Gottlich, head of behavioural science – client solutions, Standard Bank.

11 Jun 2021 3AM 5 min

11 June - The science behind financial decisions

Sasfin's Nesan Nair unpacks MultiChoice's financials and takes a look at the BetKing deal. Adam Gottlich of Standard Bank on how science can make you rich. Wikus Furstenburg from Future Growth as US inflation comes in at 5%, the highest level in over a decade.

11 Jun 2021 1AM 21 min

[TOP STORY] SAB Zenzele Kabili hits R180/share

Craig Gradidge of Gradidge Mahura suggests a possible discounted value of R42 to R45/share.

10 Jun 2021 2AM 5 min

10 June - Motus shines

Craig Gradidge of Gradidge-Mahura Investments takes a look at SAB Zenzele Kabili – is now the time to buy? Anchor's Martin Smith unpacks the latest trading updates from Motus and Hyprop. Stor-Age's Chris Oosthuizen on strong results in a defensive sector.

10 Jun 2021 1AM 20 min

[TOP STORY] Sygnia declares 55 cent dividend versus 40 for prior year

The company has repeatedly applied to have a crypto ETF listed on the JSE, which has been declined: CEO David Hufton.

9 Jun 2021 3AM 5 min

9 June - Health stocks: pent up demand returning in time

Nedbank Private Wealth's Preston Narainsamy on Life Healthcare's Alzheimer's drug and Q1 GDP figures. Sygnia CEO David Hufton unpacks results as passive investing continues to grow. Omri Thomas, director of Abax Investments, talks mandate drift and equities for income.

9 Jun 2021 1AM 19 min