MoneywebNOW

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

[TOP STORY] Afrimat to acquire R650m manganese mining right

‘I think we supply something like 70 or 80% of the world demand and this is one of the last really large remaining resources in the Kalahari field that was available’: CEO Andries van Heerden.

25 May 2021 3AM 6 min

25 May - Health stocks still are not cheap, despite the pandemic

Anchor's Martin Smith unpacks Telkom and Netcare results. Andries van Heerden from Afrimat discusses the building materials company's new manganese mining right. Keith McLachlan of Intergral Asset Management on control structures and those high voting shares.

25 May 2021 1AM 21 min

[TOP STORY] Is it time to buy cryptos?

‘If you are going to buy some, make sure that you treat it like it's a normal share, make sure that you buy the stuff of a real exchange’: Petri Redelinghuys – founder, Herenya Capital.

24 May 2021 4AM 5 min

24 May - Dis-Chem starts with vaccine rollout

Petri Redelinghuys of Herenya Capital: Is it time to buy Bitcoin and Ethereum? Dis-Chem CFO, Rui Morais, talks financials and acquisitions. Investec CFO, Nishlan Samujh, unpacks results as the second half showed a strong recovery in earnings.

24 May 2021 1AM 19 min

[TOP STORY] Insuring shares for when things go wrong

‘What we cover specifically is allegations of management fraud and dishonesty, which is quite broadly defined’: InvestSure MD Share Curran.

21 May 2021 4AM 7 min