MoneywebNOW

[TOP STORY] The brilliance of Harmony’s acquisition of Mac Copper in Australia

‘When we are mining gold in South Africa one of the by-products is uranium, but in much of the rest of the world it is actually copper’ – Bruce Williamson, Integral Asset Management.

30 May 4AM 6 min

Lewis posts strong results, but the stock remains undervalued

Chantal Marx from FNB Wealth & Investments shares insights on Lewis & Tsogo’s results and highlights Nvidia’s impressive growth. Bruce Williamson of Integral Asset Management praises the brilliance of Harmony’s acquisition of MAC Copper in Australia. Simon's thoughts on inflation targeting: where did it start and where to next?

30 May 12AM 20 min

[TOP STORY] Absa expecting 25bp interest-rate cut for May

Economist Sello Sekele breaks down SA’s Q2 2025 GDP outlook with inflation and local uncertainty in focus.

29 May 2AM 4 min

Reunert may offer value ... but results disappoint

Kieran Witthuhn from Anchor unpacks Tiger Brands's stellar results and the Anglo American demerger. Charl de Villiers of Ashburton Investments weighs in on Reunert’s steady showing. Absa CIB’s Sello Sekele breaks down South Africa’s Q2 2025 outlook – GDP, inflation, and local uncertainty in focus.

29 May 1AM 20 min

[TOP STORY] Dublin-based Greencoat Renewables to list on JSE

‘We're seeing increasing levels of investment into the grid and stabilising the grid’ in the move away from traditional coal and gas plants, relying a lot more on wind and solar, says partner Paul O’Donnell.

28 May 3AM 6 min

Why is Harmony buying into copper?

Independent analyst Jimmy Moyaha breaks down Harmony’s copper move and Pepkor’s power-packed performance. Paul O'Donnell from Greencoat Renewables sheds light on Europe’s green energy scene ahead of their JSE debut this June. FinFix CEO Chris Coetzee unpacks new credit bureau rules – your overdraft’s now on the radar, and it…

28 May 1AM 19 min

[TOP STORY] Treading lightly with greener homes

Eva August, CEO of Century 21 SA, notes that sustainable homes have moved beyond niche appeal – they're now the expected norm.

27 May 3AM 7 min

Pick n Pay offers value on sum of parts

Alex Duys of Umthombo Wealth shares insights on Altron’s impressive performance, highlighting the strength behind its latest results. Keith McLachlan from Element Investment Managers sees undervalued opportunity in Pick n Pay, despite the retailer's ongoing struggle to reach breakeven. Eva August, CEO of Century 21 SA, notes that sustainable homes…

27 May 1AM 21 min

[TOP STORY] 'We’d like to plan for all different scenarios'

Senior equity analyst Philip Short on how Flagship is navigating global uncertainty, style agnosticism, and FX risk.

26 May 2AM 4 min

Nampak turnaround looking good

Nick Kunze from Sanlam Private Wealth talks markets: Nampak's results as the turnaround continues and Sasol gets R3.9 billion from Transnet. Philip Short of Flagship Asset Management on adjusting global portfolios during tariffs and higher yields. Morningstar Investment Management SA's Roné Swanepoel offers tips on staying steady in times of…

26 May 1AM 20 min

[TOP STORY] Spear Reit achieves 97% office sector occupancy

CEO Quinton Rossi notes: ‘We've got over 500 fintech businesses in Cape Town employing over 40 000 people,’ and the GNU ‘has been really good for business, particularly within the Western Cape’.

23 May 3AM 8 min

Global bond yields ‘have me worried’

Schalk Louw from PSG Old Oak unpacks Investec's strong results. As someone who primarily focuses on equities, he shares how he’s interpreting the recent spike in global bond yields. Spear Reit CEO Quintin Rossi reflects on the company’s latest results and the encouraging rise in demand for international business process…

23 May 1AM 20 min

[TOP STORY] AnBro Capital Investments introduces new Titans ETN on the JSE

The JSE newcomer comprises a focused portfolio of 11 top US stocks to invest in. CEO Justiné Brophy explains: ‘What you want is an equally weighted core that's going to be there with the best according to sector for the investor.’

22 May 3AM 6 min

Naspers and Prosus offering great value

Lonwabo Maqubela of Perpetua Investment Managers weighs in on Naspers and Prosus — are they still effective vehicles for Chinese exposure, with potential upside from a narrowing NAV discount? Justiné Brophy, CEO of AnBro Capital Investments, introduces their new Titans ETN on the JSE — a focused portfolio of 11…

22 May 1AM 21 min

[TOP STORY] Unpacking Alphabet's $75bn AI strategy

This year Google's parent company plans to invest hugely, primarily in AI and cloud infrastructure, reports Old Mutual Wealth research analyst Nadine Chetty-Khan.

21 May 2AM 6 min

Market’s liking Sasol and Renergen

Independent analyst Jimmy Moyaha on Sasol's capital markets day, which sent the stock higher, and Renergen's possible buyout. Nadine Chetty-Khan from Old Mutual Wealth talks about Alphabet's AI spending: Is it overdoing it or positioning itself for the long term? Tumelo Mabitsela, CEO of Kutlwanong Centre for Maths, Science &…

21 May 1AM 21 min

[TOP STORY] Advantages of umbrella funds for SMEs

Over the years there has been a large change in retirement fund regulation, adding a significant burden to the administration process for smaller businesses – Niki Giles, Prescient Fund Services.

20 May 2AM 5 min

The benefits of managing currency volatility

Gary Arnold, CEO of Astral, on the results: Revenue was higher, but cost pressures saw profit fall markedly. Bianca Botes, Citadel Global, on how managing rand volatility could be a competitive advantage. Niki Giles of Prescient Fund Services on umbrella funds and how they can help smaller companies with the…

20 May 1AM 21 min

[TOP STORY] Afrimat expects to be debt-free again in two to three years

‘I think there's still some legs left to improve margins, especially with the Lafarge businesses that are now starting to gain momentum again’: CEO Andries van Heerden.

19 May 2AM 6 min

The US debt downgrade is symbolic

Nick Kunze from Sanlam Private Wealth unpacks the impact of Moody’s downgrade of US debt and how Richemont continues to impress the market. Afrimat CEO Andries van Heerden discusses the company’s results, which came in below expectations. Heinrich Louw of Cliffe Dekker Hofmeyr explains the risks directors face when companies…

19 May 1AM 20 min