MoneywebNOW

Opec+'s production cuts spell bad news for global inflation

RMB's Matete Thulare takes a look at the oil price and Opec+. Philip Short from Flagship Asset Management on the regulatory risks with tobacco and valuation in British American Tobacco. Chris Eddy from 10X Investments on the attractive yields from local bonds and reducing weighting in US equities.

7 Sep 2023 12AM 20 min

[TOP STORY] Sea Harvest toughs it out with fuel and input costs hurting

Among the four businesses fishing actually performed quite well – CEO Felix Ratheb.

6 Sep 2023 3AM 6 min

Shoprite '2023 was extraordinary'

Mia Kriegler from Kruger International unpacks Shoprite's stellar results as it continues to gain market share while diesel costs hurt at +R100m a month.  Sea Harvest's Felix Ratheb on results as catch rates and costs hurt, but global demand for fish as a protein remains robust.  Chris Harmse from Sequoia…

6 Sep 2023 12AM 20 min

Boosting productivity through gender inclusion

More females [than males] suggest they don’t have money for education: Sanisha Packirisamy – Momentum Investments.

5 Sep 2023 3AM 7 min

Battle of the food producers: RCL vs AVI

Alex Duys from Umthombo Wealth talks the divergent RCL Foods and AVI results. Sanisha Packirisamy from Momentum Investments on the importance of women in the labour force. PPS's David Crosoer explains how we should manage short-term price gains with long-term sustainable investments.

5 Sep 2023 12AM 22 min

Fortress annual results show logistics a stellar performer

‘We are getting a lot of the pre-let deals. Everybody's phoning us first, and the vacancies are really low’: CEO Steven Brown.

4 Sep 2023 5AM 7 min

US vs China … how the tables have turned

Independent analyst Karl Gevers on the Pan African trading update and his preferred gold stock ... or is he staying away Fortress's Steven Brown on the Reit's results as vacancies hit 3.7% but it still can't pay dividends. Old Mutual Wealth's Izak Odendaal on the curious nature of a strong…

4 Sep 2023 12AM 21 min

[TOP STORY] KAP Industrial's PG Bison bucks the trend

We've some major projects being completed [which should] flow through into improved performance at the end of next year and the years thereafter – CEO Gary Chaplin.

1 Sep 2023 3AM 7 min

Woolies delivering on all fronts

Independent analyst Jimmy Moyaha takes a look at Implats results as refined production, sales and prices received all declined. KAP's Gary Chaplin on tough results after the record of last year. Simon offers his thoughts on the CEOs who still take questions, even when the going is very tough.

1 Sep 2023 12AM 21 min

[TOP STORY] M&R's going concern status in question

‘We believe that we can trade through this period. It's going to be tight for the next year or so’: CEO Henry Laas.

31 Aug 2023 2AM 5 min

Could November be the end (of the rate hike cycle)?

Reko Nare from Anchor on where to next for SA inflation and interest rates as we appear to have reached the peak of the rate hike cycle. Henry Laas from Murray & Roberts talks the company's financials as they swing into a massive loss, is the group still solvent? Bidcorp's…

31 Aug 2023 1AM 21 min

[TOP STORY] Super Group: Solid year, but challenges abound

CFO Colin Brown unpacks the company's latest full-year results and explains why the next year will be a tough one.

30 Aug 2023 3AM 4 min

Nvidia's valuation justified by AI's huge potential

Viv Govender from Rand Swiss on whether the AI hype justifies Nvidia's valuation. Super Group's Colin Brown unpacks the company's strong results despite another challenging year. Simon Campbell Young of Digimune on the best way to insure your crypto coins from loss and phishing attacks.

30 Aug 2023 1AM 20 min

[TOP STORY] New tax rule on the horizon for SA residents earning abroad

National Treasury wants both a South African taxpayer earning in another country and the foreign company paying the salary to declare the earnings to Sars: Harry Scherzer – Future Forex.

29 Aug 2023 3AM 5 min

Africa boom for AdvTech

FNB's Wayne McCurrie on Italtile's results as consumers struggle and costs hurt. Roy Douglas from AdvTech unpacks their strong results as Heps was up 24% and margins improved across all sectors. Harry Scherzer of Future Forex on National Treasury's new regulations set to seriously hamper offshore earnings in foreign currency.

29 Aug 2023 1AM 21 min

[TOP STORY] SA enjoying surging success of online shopping trend

I never thought we'd see the day when we were selling baked beans and toilet paper [online]...and it has been really, really successful – OneDayOnly sales director Laurian Venter.

28 Aug 2023 2AM 6 min

Construction still struggling in zero growth environment

With Aveng's results, Murray & Roberts's asset sale and WBHO's update, is there any value in this beleaguered sector? Nick Kunze from Sanlam Private Wealth takes a look. Petri Redelinghuys of Herenya Capital as he’s bullish on platinum, Implats and Sibanye Stillwater. Laurian Venter from OneDayOnly talks SA’s ecommerce surge.

28 Aug 2023 1AM 21 min

[TOP STORY] Are we seeing the Japanification of China?

Japanification is an issue and a concern in the long term because debt levels are high – Schroders economist David Rees.

25 Aug 2023 3AM 6 min

Not yet a buy … mining stocks under pressure

Independent analyst Jimmy Moyaha unpacks South32 results which saw profits plunge and struggling Sasol results from earlier in the week. David Rees from Schroders talks China's problem of deflation and high debt … are we seeing the Japanification of China? Simon offers his thoughts on capacity utilisation in manufacturing and…

25 Aug 2023 1AM 20 min

[TOP STORY] BankserveAfrica shows pleasing increase in nominal take-home pay

Pension payments have kept up well compared to inflation over the past year: Independent economist Elize Kruger.

24 Aug 2023 3AM 5 min