Absa update offers promise

CEO Lance Foxcroft considers the good news in KZN, his strategy to compete with dumped tile imports, and some difficulties in Australia.

Independent analyst Jimmy Moyaha unpacks robust JSE results as the bull run and record highs flow through to the group's earnings. Lance Foxcroft, CEO of Italtile, talks tough numbers as strained consumers and rising imports bite – with the Itac dumping decision now key. Rob Field, CFO of RCL Foods,…

‘The highlight to me ... is that they are bullish equities. For bonds there's not that much interest’ – John Morris, Bank of America SA strategist.

Nick Kunze from Sanlam Private Wealth unpacks Vukile’s aggressive push into Spain and what oil and global markets are signalling amid attacks on Iran. Professor Adrian Saville from GIBS weighs in as Trump steps into another conflict, even as efforts to end the Ukraine and Gaza wars stall. John Morris…

Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO’s sudden departure. He also unpacks solid results from Spur and reflects on a market that, as we close out month two of the year, remains…