MoneywebNOW

Sun International: Still offering value

Nick Kunze from Sanlam Private Wealth looks at the latest updates from Brait and Sun International. Kearabilwe Nonyana of EA Capital on the local market and rand as they ignore SA's greylisting. Nkosinathi Mahlangu from Momentum Metropolitan unpacks where SA is creating jobs and the role of the private sector.

6 Mar 2023 12AM 19 min

Looking for residency abroad

Big misconceptions include the need to find employment abroad, taking out a large amount of capital, and purchasing a property: Dani van Vuuren at Sovereign Trust (SA).

3 Mar 2023 2AM 7 min

Grindrod's Maputo operations a hedge against Transnet failures

Independent analyst Jimmy Moyaha unpacks results from FirstRand and Grindrod. Dani van Vuuren from Sovereign Trust (SA) on acquiring foreign residency if you have a passive income. Simon's thoughts on RSA Retail Savings Bonds which are back at 10.5%.

3 Mar 2023 12AM 20 min

Murray & Roberts interims to end-December

Despite tough conditions, CEO Henry Laas notes that the mining company did very well in the first half, compared to the prior year.

2 Mar 2023 1AM 7 min

Woolies fashion improving, while food struggles

FNB's Chantal Marx talks results from Woolies and Aspen with the market loving the latter. Werner de Jager from Cashbuild on results after a tough six months as load shedding hurts their customers and suppliers. Henry Laas of Murray & Roberts discusses results as they report a significant loss and…

1 Mar 2023 11PM 20 min

The state of livestock farming in South Africa

If you think about the cattle and the sheep industry, roughly a third lies with smallholder farmers: Agbiz chief economist Wandile Sihlobo.

1 Mar 2023 2AM 7 min

Preference shares still an option for investors

Wandile Sihlobo from Agbiz on SA's livestock industry. Andrew Dowse from Counterpoint Asset Management discusses their SCI Flexible Income Fund

28 Feb 2023 11PM 17 min

City of Cape Town provides some insulation from load shedding

While the kilowatt/hour charge is slightly higher, you know your additional charges are not going into just a black hole, but actually into infrastructure: Spear Reit CEO Quintin Rossi.

28 Feb 2023 2AM 6 min

Greylisting makes attracting capital harder

Carmen Mpelwane from Sanlam Investments on the Liberty Two Degrees results as load shedding dents profits. Spear Reit's Quintin Rossi on his experience of going off-grid for their buildings. Francis Marais of Morningstar Investment Management SA unpacks the impact of SA’s greylisting.

28 Feb 2023 12AM 19 min

Thoughts on SA’s greylisting and Bitcoin projections

In terms of market cap, compared to Microsoft, Apple or Tesla, Bitcoin is still very much in its infancy: Sean Sanders at Revix.

27 Feb 2023 2AM 6 min

City Lodge results a little light while Spur has strong numbers

Karl Gevers, independent analyst, on results from City Lodge as it pays a dividend and occupancies hit 57%. Sean Sanders from Revix talks Bitcoin trends and targets as Cathie Wood from Ark Innovation ETF in the US predicts that the coin will trade at $1.48m by 2030. Keith McLachlan of…

27 Feb 2023 12AM 19 min

[TOP STORY] SA: to be or not to be grey listed?

As new ideas come out there are new opportunities to facilitate money laundering or terrorist financing: Kerin Wood – PwC.

24 Feb 2023 2AM 8 min

Complex Discovery results require trust in management’s vision

Gary Booysen from Rand Swiss unpacks Discovery's results and takes a look at other company financials that caught his eye this week. PwC's Kerin Wood asks if SA has done enough to avoid being grey listed as the Financial Action Task Force meets to make the decision. Simon's thoughts on…

24 Feb 2023 12AM 21 min

Bidcorp interims show demand back to pre-pandemic level

The food inflation rate is decreasing and people are eating out more, especially in load-shed SA: CEO Bernard Berson.

23 Feb 2023 2AM 6 min

Risk that Eskom won’t perform puts pressure on fiscus

Lonwabo Maqubela from Perpetua Investment Managers unpacks the strong Standard Bank trading update, albeit with base effect. Are banks offering value? Bidcorp's Bernard Berson on strong results that saw margins improve and Heps increase 45.5%. Maarten Ackerman from Citadel reviews the budget.

23 Feb 2023 12AM 20 min

Risk that Eskom won’t perform puts pressure on fiscus

Lonwabo Maqubela from Perpetua Investment Managers unpacks the strong Standard Bank trading update, albeit with base effect. Are banks offering value? Bidcorp's Bernard Berson on strong results that saw margins improve and Heps increase 45.5%. Maarten Ackerman from Citadel reviews the budget.

23 Feb 2023 12AM 20 min

Kap Industrial Holdings: six-month results to end-December

‘We are building a significant kind of resilience into our system to be able to continue operating through various levels of load shedding and other infrastructure impacts’: CEO Gary Chaplin.

22 Feb 2023 4AM 7 min

BHP Group looking expensive after results

Faheema Adia from Momentum Securities unpacks Motus and BHP Group results. Gary Chaplin of Kap Industrial Group on tough results as load shedding hurts their clients and, ultimately, their profits. Petri Redelinghuys of Herenya Capital Advisors on trading volatility with the VIX.

22 Feb 2023 12AM 20 min

[TOP STORY] The benefits of Grovest’s Twelve B Green Energy Fund

CEO Jeff Miller points out that the fund has no lock-in period or investment maximum, and is available to individuals, trust companies, and even pension and provident funds.

21 Feb 2023 2AM 6 min

Budget2023: Lots of talk but slow delivery

Sithembile Bopela from FNB Wealth and Investments on Mpact's trading update as the packaging sector remains strong. Dr Adrian Saville of Genera Capital on what to expect from the budget on Wednesday. Twelve B Green Energy Fund's Jeff Miller talks their new tax-efficient fund which invests in solar operations

21 Feb 2023 12AM 21 min