MoneywebNOW

Why Vodacom and MTN aren’t a buy

Mia Kruger from Kruger International compares Vodacom results to MTN. Which is her pick? Jeffrey Wapnick from Octodec on results as the company hikes the dividend 20%. PPS Investments's Luigi Marinus on the markets so far in 2023.

17 May 2023 1AM 21 min

[TOP STORY] Expensive credit piles on pressure

We see consumers needing to use about 65% of their net income to service debt obligations: Benay Sager – head of Debt Busters.

16 May 2023 3AM 5 min

Raubex preferred as Sanral and renewable are spending

Anchor's Reko Nare talks Raubex's solid results including good growth in renewables. Wikus Lategan from Calgro M3 talks financials as Heps increases over 50% after good cost controls and margin improvements. Benay Sager from DebtBusters on their Q1 survey which shows indebted South Africans have 38% less purchasing power than…

16 May 2023 1AM 22 min

[TOP STORY] Santova and Master Drilling two small caps earning hard currency

‘I love both of those’, says Keith McLachlan of Integral Asset Management. ‘I think the starting point here has to be you're buying rand-hedge stocks.’

15 May 2023 3AM 6 min

Very strong Richemont results, but valuations are stretched

FNB's Wayne McCurrie on Richemont's strong results, as luxury continues to boom. Keith McLachlan from Integral Asset Management on local small caps benefiting from a weaker rand. Damian Bunce of Exness on the evolution of trading and the best broker models.

15 May 2023 1AM 21 min

[TOP STORY] The spectre of winter’s electricity constraints

EIUG CEO Fanele Mondi believes members could assist Eskom in terms of maintenance in the months ahead.

12 May 2023 3AM 9 min

Is now the time to buy Transaction Capital?

Independent analyst Karl Gevers chats results from Sappi and a strong update from RFG Holdings. Fanele Mondi from the Energy Intensive Users Group on their proposal to coordinate maintenance with Eskom ... although it won’t solve a tough winter of load shedding. Simon's thoughts on what is next for Transaction…

12 May 2023 12AM 20 min

[TOP STORY] Avon moves from direct selling into shopping centres as well

MD Mafahle Mareletse for Turkey, Middle East and Africa says: ‘We want to venture into retail so that people who have never had access to our brands and products can trial them.’

11 May 2023 3AM 5 min

Corporate travel boosting leisure stocks

Lonwabo Maqubela from Perpetua unpacks the update from Southern Sun which shows continued demand for leisure. David Hurwitz of Transaction Capital on results that saw the stock down another 20%. Avon's Mafahle Mareletse talks moving into traditional retail and make-up sales as consumers struggle.

11 May 2023 1AM 20 min

[TOP STORY] How thematic investing relates to traditional investment

The Momentum Future Trends Fund identifies six main investment themes which include climate change, technological innovation, demographic change, the shifting of economic power from the West to the East, lifestyle and space exploration: Fund manager Jako de Jager.

10 May 2023 3AM 6 min

Market concerned about Sibanye-Stillwater production guidance

Independent analyst Jimmy Moyaha on the Sibanye-Stillwater Q1 update that shows SA PGMs still produce the majority of the profit. Jako de Jager from Momentum on thematic investing in megatrends. Chris Harmse from Sequoia Capital Managers talks US inflation data due on Wednesday afternoon, the expected is 5%…

10 May 2023 12AM 20 min

[TOP STORY] Karooooo delivers strong FY results; dividend $0.85/share

‘On the consumer side South Africa has been quite difficult in the last few years’: CEO Zak Calisto.

9 May 2023 4AM 6 min

Office rental reversions stabilising – Redefine

Carmen Mpelwane from Sanlam Investments talks the DRD Gold and Barloworld updates. Andrew König of Redefine on results as diesel costs hurt local profits and office rentals continue to struggle. Karooooo's Zak Calisto unpacks their latest FY results.

9 May 2023 1AM 20 min

[TOP STORY] Gold demand trends for Q1 2023

Central banks are diversifying their reserve portfolio and adding gold for various reasons: Joe Cavatoni – World Gold Council.

8 May 2023 4AM 6 min

US unemployment data puts pressure on Fed rate pause

Nick Kunze of Sanlam Private Wealth talks the knockout Apple results. Joe Cavatoni World Gold Council on their Q1 gold report that shows central banks are still large net buyers. FNB's Koketso Mano unpacks petrol price expectations for the remainder of 2023.

8 May 2023 1AM 21 min

[TOP STORY] How ESG and BEE are crucial to SA’s inclusive growth quest

Gontse Tsatsi of Old Mutual Investment Group thinks both principles good instruments to apply in addressing certain social and economic challenges.

5 May 2023 4AM 8 min

US banking crisis rages on, how worried should we be?

Alex Duys from Umthombo Wealth unpacks Pick n Pay's results and Aspen's new distribution deal. Gontse Tsatsi of Old Mutual Investment Group on how ESG and BEE are crucial to SA’s inclusive growth quest. Simon offers his thoughts on the US banking crisis as PacWest becomes the latest to see…

5 May 2023 1AM 19 min

{TOP STORY] South Africa ‘on borrowed time’ for fiscal tightening

Treasury has been a little too optimistic on achieving a kind of a top in the debt-to-GDP trajectory: Tilmann Kolb – UBS Global Wealth Management.

4 May 2023 3AM 6 min

'Going to be very tough until rates come down': CMH CEO

RMB's Matete Thulare talks the US Federal Reserve's rate decision. Jebb McIntosh of Combined Motor Holdings unpacks the company's good results but foresees a tougher climate for the year ahead. Tilmann Kolb from UBS Global Wealth Management unpacks whether SA is on borrowed time for fiscal tightening.

4 May 2023 1AM 19 min

[TOP STORY] Stay with a healthcare plan but avoid waste

With the right advice consumers can find ways of saving money by using healthcare solutions better: Damian McHugh – Momentum Health Solutions.

3 May 2023 3AM 6 min