MoneywebNOW

[TOP STORY] Real-estate group in Germany smiles despite pandemic

‘Sirius is not like a conventional property company...we get much closer to our tenants than a traditional property business would do’: CEO Andrew Coombs.

8 Jun 2021 3AM 7 min

8 June - Coal is dirty, but is it investible?

Viv Govender of Rand Swiss on the Thungela listing and the FirstRand update. Sirius Real Estate CEO Andrew Coombs talks the company's strong results, boosted by flexible workspace in the German SME market. Marianka Victor, CEO of Ancora Property Group, takes a look at the growth of township malls.

8 Jun 2021 1AM 20 min

[TOP STORY] Barberton Mines’ mining rights renewed for 30 years

‘After all these years and more than a century of mining we are still finding new ore bodies, new exciting areas,’ says Pan African Resources CEO Cobus Loots.

7 Jun 2021 3AM 4 min

7 June - Bullish US markets and oil heading much higher

Petri Redelinghuys of Herenya Capital talks markets for the week ahead. Gary Booysen of Rand Swiss on the importance of choosing emerging markets carefully. Pan African Resources CEO Cobus Loots discusses expiring mining rights.

7 Jun 2021 1AM 19 min

[TOP STORY] Pandemic ‘pet-boomers’ offer investment opportunity

Millennials these days aren't having as many children, and pets are their children: Andrew Dittberner from Old Mutual Wealth

4 Jun 2021 3AM 5 min

4 June - Can small deals save Prosus?

Preston Narainsamy of Nedbank Private Wealth talks Prosus. Andrew Dittberner from Old Mutual Wealth on why the pet care market is a great investment space. A look at RH Bophelo results and the healthcare sector following Covid-19 with CEO Quinton Zunga.

4 Jun 2021 1AM 19 min

[TOP STORY] Is China an important part of your investment portfolio?

‘We can purchase businesses in that country which trade at significant discounts to their peers elsewhere in the world, yet offer significantly better growth prospects’: Independent Securities CEO Simon Fillmore.

3 Jun 2021 3AM 8 min

3 June - Companies must innovate or risk being left behind

Sasfin's Nesan Nair takes a look at the latest market movements. Simon Fillmore from Independent Securities on why China can't be ignored as an investment destination. Futurist Jonathan Cherry on the importance of businesses being able to adapt for the future

3 Jun 2021 1AM 21 min

[TOP STORY] Retail stocks ‘expensive on a one-year view’

Evan Walker from 36ONE Asset Management reckons his company ‘will look for some cracks in the system into the second part of this year’.

2 Jun 2021 3AM 6 min

2 June - An improved cash offer coming for AdaptIT?

Martin Smith from Anchor on Huge Group's latest offer for AdaptIT. 36One's Evan Walker talks the retailer party, is it over? Sean Sanders from Revix on the what, why and how of a ZAR stablecoin being investigated by the Sarb.

2 Jun 2021 1AM 20 min

[TOP STORY] Famous Brands annuals for a tough year

‘We are keeping anchored and looking at 2019 as our comparative year. Not quite there yet,’ says CEO Darren Hele.

1 Jun 2021 3AM 6 min

Bank valuations as attractive as in 2008

FNB Wealth and Investments's Chantal Marx unpacks Standard Bank's trading update. A look at Famous Brands results with CEO Darren Hele as lockdown restrictions result in a full year. Keith McLachlan of Integral Asset Management on what mining CEOs should do with all the cash they’re generating.

1 Jun 2021 1AM 20 min

[TOP STORY] Pleasing results from SA Inc

Retailers, such as Truworths, Apple and Liberty – with its Sandton City in particular – rally strongly as gold holds its own: Nick Kunze from Sanlam Private Wealth.

31 May 2021 2AM 4 min

PGM miners making super profits

Sanlam Private Wealth's Nick Kunze on gold miners, retailers and property stocks. Nampak CEO Erik Smuts unpacks results as Bevcan turns to exports in response to soft local demand. Tharisa CEO Phoevos Pouroulis talks the company's financials as earnings increase almost 500%.

31 May 2021 1AM 20 min

[TOP STORY] Strong interims from Pepkor

The company has benefited from the down-shopping trend during the pandemic by offering customers good value at affordable prices: CEO Leon Lourens.

28 May 2021 3AM 6 min

28 May - Non-food retailers' future remains hazy

Kea Nonyana from ThinkMarkets talks Lewis and Mr Price financials. Leon Lourens, Pepkor CEO, unpacks the retailer's results as debt halves and Heps rises 50%. African Bank results with CFO Gustav Raubenheimer as impairments halve but the bank still reports a loss.

28 May 2021 1AM 19 min

[TOP STORY] Musings on the Naspers-Prosus share swap

Mike Gresty from Anchor Capital wonders whether ‘when the dust settles and we look back on this deal in the long term it may well have destroyed more value than it creates’.

27 May 2021 3AM 6 min

27 May - Netcare the preferred health stock as Mediclinic exits the UK

Alex Duys of Umthombo Wealth talks Mediclinic results and its Spire Health exit. Junaid Limalia, Arrowhead CFO, unpacks the property counter's results as it skips a dividend payout. Anchor's Mike Gresty takes a look at the Naspers/Prosus share swap.

27 May 2021 1AM 19 min

[TOP STORY] Discussing Coronation’s results, British American Tobacco vs Reunert, Naspers, Prosus and Investec

‘I'd still be buying British American Tobacco rather than Reunert’, says Nesan Nair from Sasfin.

26 May 2021 3AM 5 min

26 May - Even passive requires an active choice

Nesan Nair from Sasfin Securities unpacks the latest results from Coronation and Reinet. A look at Spar results with CEO Brett Botten. Satrix's Nico Katzke talks style investing.

26 May 2021 1AM 21 min