Capitec update strong, but valuation remains elevated

--:--

Nick Kunze from Sanlam Private Wealth unpacks Capitec's strong update and the Mondi/ DS Smith deal.
Bruce Strong, CEO Mpact, on good results in a very tough economy.
Steven Beattie on the Transaction Capital AGM, only 22 minutes and none of his questions read out. What are shareholder rights?

11 Mar 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Bank deposit insurance has come to stay in SA

‘We expect a lot more competition and we think customers are now going to go to the innovative banks that give them the better deals, not just the big ones’: Michael Jordaan, co-founder and chairman of Bank Zero.

26 Apr 2AM 8 min

Strong results for Clicks despite tough trading environment

Mia Kriegler from Kruger International on Clicks's latest results and BHP's proposed takeover of Anglo American. Michael Jordaan, co-founder and chair of Bank Zero, unpacks the recently introduced deposit insurance in SA and how this could shake up local banking. Simon offers his thoughts on share price volatility in the…

26 Apr 12AM 22 min

[TOP STORY] E-commerce is booming globally and especially in Africa

Africa's economy is starting to grow and of interest to revenue authorities is how to tax digital transactions: Matthew Besanko from PwC SA.

25 Apr 3AM 6 min

Rand in for a bumpy ride ahead of elections

RMB's Matete Thulare asks how low the rand could go in the month ahead of the elections. Careen Mckinon from ooba Home Loans discusses the growing popularity of multi-generational living. Matthew Besanko from PwC South Africa on taxing e-commerce transactions across the continent.

25 Apr 1AM 21 min

[TOP STORY] Reflections on the markets in Q1 2024

Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.

24 Apr 2AM 5 min

All episodes