As vehicle sales improve, is there investment opportunity?

Loading player...
Independent analyst Jimmy Moyaha discusses whether listed vehicle retailers are worth a look, considering strong November vehicle sales and two-pot money. CFO Alan Salomon comments on Capital Appreciation's challenging results. Marianne Smith from Consult by Momentum addresses the new proposed taxation of unit trusts.
4 Dec 2024 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] The appetite for GLP-1 drugs grows

‘The nature of the beast is yes, these drugs come off patent; the demand is there and someone could produce it more cheaply’, Integral Asset Management’s Keith McLachlan points out.
24 Jan 3AM 11 min

Sasol production slowly improving as it manages what it can

Shaun Dendere from Trive Investments breaks down Sasol’s trading update and Cashbuild’s strong results. Keith McLachlan from Integral Asset Management dives into the GLP-1 drug boom and its investment opportunities. Simon on big purchases: Trust less, verify more.
24 Jan 12AM 20 min

Local consumer showing strength as stocks are priced for perfection

Kea Nonyana from Scope Prime discusses the Mr Price update and the outlook for local consumer stocks. Devina Dawkinun from Regent Business School shares insights on the global economy at a pivotal moment. Craig Gradidge from Gradidge Mahura Investments explains the latest developments in Sasol's BEE scheme, Khanyisa.
23 Jan 12AM 20 min