Preferred local healthcare stocks

--:--

Gary Booysen from Rand Swiss discusses Netcare's results and whether local health stocks like Life Healthcare and Discovery are worth considering. Steven Joffe, CEO of Invicta, reflects on results impacted by profit pressures from a stronger rand. Jeffrey Wapnick, MD of Octodec, highlights strong contributions from residential and shopping centres to profits.

26 Nov 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] How Invicta is adapting in tough market conditions

‘We sold our warehouse in Singapore for $63 million. We should get about $57 million net, and we anticipate declaring a dividend of about $40 million out of those proceeds’: Invicta CEO, Steven Joffe.

26 Nov 2AM 6 min

[TOP STORY] Reunert’s diversification pays off with growth in international markets

‘I think generally our non-South African revenues this year are an important part of our strategy, and they grew 21% again this year, just below R5 billion’: Reunert CEO, Alan Dickson.

25 Nov 2AM 7 min

AngloGold Ashanti: Egyptian acquisition is a go

Nick Kunze from Sanlam Private Wealth discusses Murray & Roberts's trading suspension and AngloGold Ashanti's Egyptian acquisition. Reunert CEO Alan Dickson reviews strong results driven by defence and power cable segments. Bradley Elliott, CEO of RelyComply, highlights emerging money laundering tactics involving unregulated gambling, cryptocurrency, and digital muling.

25 Nov 12AM 19 min

[TOP STORY] Decentralised energy: A game-changer for the global south?

‘What we've seen in South Africa very clearly, but it's a pattern that repeats itself globally, is that actually energy production in future may not follow the centralised model, it becomes a decentralised story’: Johan Marnewick, portfolio manager, STANLIB Khanyisa suite of funds.

22 Nov 2AM 8 min

The rand and rates, what’s the link?

Bianca Botes from Citadel Global discusses the rand and interest rates following the MPC's modest 0.25% repo rate cut. Johan Marnewick, portfolio manager of the STANLIB Khanyisa Suite of Funds, explores the role of impact investing in energy transition and climate change within developing economies. Simon shares his take on…

22 Nov 12AM 20 min

All episodes