MoneywebNOW

Gold: What can we expect for the remainder of 2023?

Mia Kruger from Kruger International on Tiger Brands's results as margins are squeezed even as revenue rises 16%.Alan Rubin from Ooba talks house prices with prime at 14-year highs. How are they holding up?Herenya Capital Advisors's Petri Redelinghuys talks the gold price as it slides lower. What is he predicting?

31 May 2023 1AM 21 min

Don't confuse the economy with the stock market

As poor as the economic outlook might look for South Africa or the UK, for instance, valuations look very, very attractive in some of these markets: Ross Biggs – M&G Investments.

30 May 2023 3AM 6 min

The great forex rip-off

Carmen Mpelwane Investment Analyst Sanlam Investments on the Zeda results as revenue increased 20%.Ross Biggs Head of Equity at M&G Investments locally and globally markets are not about the economy in which the exchange is located. Harry Scherzer CEO Future Forex on the great forex rip off when buying or…

30 May 2023 12AM 19 min

[TOP STORY] Reunert Group interims show revenue, Heps and dividend up

Renewable energy [Etion Create] is pleasing and growing fast: CEO Alan Dickson.

29 May 2023 3AM 6 min

Busy global data week ahead further threatens rand

RMB's Matete Thulare on why the rate increase saw the rand trade out to worst-ever levels. Reunert's Alan Dickson on results as defence, cabling and renewables all have a great period. Ethan Dube from Vunani on results as they lose significant institutional clients.

29 May 2023 12AM 20 min

[TOP STORY] Looking for good returns? Careful risk assessment is key

You have to look where others aren't looking or have stopped looking to really outperform, because there may be a short-term issue – John Gilchrist, PSG Asset Management.

26 May 2023 3AM 8 min

Tsogo Sun Gaming now owns almost 10% of City Lodge

Independent analyst Jimmy Moyaha unpacks Reinet and Tsogo Sun Gaming results. PSG's John Gilchrist talks managing investment without fear of risk. Simon offers his thoughts on the Purple Group's rights issue and what you need to know ... and do.

26 May 2023 1AM 20 min

[TOP STORY] Agri bulk through Durban terminals sees a great rebound

‘The success story behind all of this can be attributed to efficiency improvements on our side and uptime of equipment’: Earle Peters – Transnet Port Terminals.

25 May 2023 3AM 5 min

RFG offers opportunity in a stock-pickers market

Alex Duys from Umthombo Wealth on RFG results as the stock trades at its lowest levels since listing in late 2014. Momentum Investment's Sanisha Packirisamy on a good inflation number for April, but what will the Sarb do today with the interest rate? Earle Peters from Transnet Port Terminals talks…

25 May 2023 1AM 19 min

[TOP STORY] There are still attractive investments, some starkly mispriced

Famous Brands, Sun International and Reunert are on the radar of Vanessa van Vuuren from Sanlam Investments.

24 May 2023 2AM 5 min

Coronation offers value if investors can look past the Sars provision

FNB's Sithembile Bopela talks Coronation's results as it skips the dividend due to the Sars fine provision. Is there value post the fine? Phoevos Pouroulis from Tharisa on results which were boosted by chrome prices as PGM production falls 16%. Vanessa van Vuuren from Sanlam Investments on opportunities in the…

24 May 2023 1AM 20 min

[TOP STORY] Spear Reit results for year-end February see revenue up, distributions up

Load shedding and semigration are bringing some return to office, which bodes well for our vacancies – CEO Quintin Rossi.

23 May 2023 3AM 5 min

Astral’s profit destroyed by government failure

JD Klopper from Mentenova unpacks results from Famous Brands and Balwin. Quintin Rossi of Spear Reit on strong results as its Western Cape focus pays off. Astral's Chris Schutte on results as diesel costs hit profits and the dividend is suspended.

23 May 2023 12AM 20 min

[TOP STORY] Dis-Chem's baby, health insurance units gaining traction

The group’s introduction of its health-insurance product and the implementation of clinics into Baby City stores are getting good traction: CFO and CEO designate Rui Morais.

22 May 2023 3AM 7 min

Local banks are cheap ... but risky

Nick Kunze from Sanlam Private Wealth talks SA banks as they sell off. Rui Morais, CFO and CEO designate of Dis-Chem on results as their health insurance products gain traction. FNB's Carla de Waal explains why unit trusts are a great starting point for investors.

22 May 2023 1AM 20 min

[TOP STORY] Afrimat looking at opportunities like a kid in a candy shop

‘The amount of opportunity available right now is absolutely amazing, and we are sitting with a debt-free balance sheet’ – CEO Andries van Heerden.

19 May 2023 3AM 9 min

Be prepared ... could the Sarb raise rates 0.75% next week?

RMB's Matete Thulare on the rand. Where does he think it’s heading in the short term, and what potential impact will it have on inflation and rates? Andries van Heerden from Afrimat on results that saw Heps off 15.7% and a new segment, Future Materials and Metals. Simon offers his…

19 May 2023 12AM 20 min

[TOP STORY] As a business and retirement destination Mauritius is booming

Dani van Vuuren from the Sovereign Group outlines attractive options for South Africans considering moving to the island.

18 May 2023 2AM 5 min

At under $100 Disney is offering great value

Gary Booysen from Rand Swiss talks Disney's results which prompted a selloff. The stock is now 50% off the highs; surely this offers value?Elize Kruger, independent economist, on BankservAfrica’s take-home pay report that shows we are indeed poorer.Dani van Vuuren from Sovereign Group talks Mauritius investments and residency options.

18 May 2023 1AM 19 min

[TOP STORY] Cash is giving a very good return

Locally it has been about industrials; resources and financials are struggling: Luigi Marinus – PPS Investments.

17 May 2023 3AM 7 min