MoneywebNOW

Tough Pick n Pay results

Gary Booysen of Rand Swiss unpacks Pick n Pay results. Balwin CEO Steve Brookes talks results as activity returns to pre-pandemic levels. Combined Motor Holdings CEO Jebb McIntosh on excellent interim results.

21 Oct 2021 12AM 19 min

Reit property Transcend focuses on subsets of residential property

‘We are an out-and-out rental fund, with...just over 4 000 units’: CEO Myles Kritzinger.

20 Oct 2021 2AM 5 min

Oil the risk to inflation

Wayne McCurrie of FNB on the BHP production update. Transcend CEO Myles Kritzinger on residential property as an asset class. Jon Duncan, head of responsible investing at Old Mutual Investment Group, on understanding impact investing and its potential

20 Oct 2021 1AM 20 min

Perspectives on Dis-Chem, Clicks and the agricultural sector

Clicks ‘a very settled company’ and Dis-Chem ‘still finding its feet’; and finding an entry point to the agri sector ‘quite hard’: Kruger International director Mia Kruger.

19 Oct 2021 2AM 5 min

Helium trading coming soon

Mia Kruger on Dis-Chem's trading update and the Irongate Group offer. Wikus Lategan, CEO of Calgro M3, on results as it swings back into profit and delivers 771 units. Stefano Marani, CEO of Renergen, as it launches a world-first helium exchange.

19 Oct 2021 1AM 19 min

Should we be worried about Facebook?

Henry Biddlecombe from Anchor Global Technology Fund explains why he is still ‘very bullish’ on the company.’

18 Oct 2021 2AM 6 min

Are we seeing an 'everything' rally?

Nick Kunze of Sanlam on whether we're seeing an 'everything' rally. Zak Calisto of Karooooo on results, and whether it's seeing any improvement in vehicle production. Henry Biddlecombe of Anchor on Facebook. Are all its troubles starting to make it an unviable investment?

18 Oct 2021 1AM 21 min

Capitec’s late results show cost-to-income rising

Kokkie Kooyman from Denker Capital takes a look at how SA’s major banks are shaping up post-pandemic.

15 Oct 2021 3AM 10 min

Strong Coronation update with 10% dividend yield

Sasfin's Nesan Nair talks Long4Life and PSG results and the Coronation update. Kokkie Kooyman of Denker Capital on bank stocks as Capitec is the last of the big five to release results.

15 Oct 2021 1AM 22 min

Crypto sniffs at latest Chinese ban as Bitcoin heads for new highs

Further driving the rally is the optimism around a Bitcoin ETF: Revix founder Sean Sanders.

14 Oct 2021 5AM 6 min

Life Healthcare outshining the rest

Anchor's Deryck Janse van Rensburg on markets as the JSE manages to scrape out a green day, where's the value? Kea Noyana of ThinkMarkets talks the investment case for Sasol and Exxaro. Revix's Sean Saunders on the latest crypto news.

14 Oct 2021 1AM 20 min

Tharisa’s trading and production update shows ‘giant’ numbers

The Vulcan ultra-fine chrome plant will be ‘unique and exciting in terms of just pushing us down the cost curve, reducing our carbon footprint’: CEO Phoevos Pouroulis.

13 Oct 2021 4AM 7 min

Has the AltX worked for investors and companies?

FNB's Chantal Marx talks market movements as cement manufacturers have another good day. Phoevos Pouroulis, CEO of Tharisa, on the commissioning of their chrome beneficiation plant. Unisa's Nthabeleng Mmako gives a review of the AltX between 2008 and 2018. Has it been the success the JSE hoped for?

13 Oct 2021 1AM 20 min

Coronation’s Global Managed fund isn’t a classic balanced fund

Fund manager Neil Padoa gives the reasons for still backing JD.com, a tech stock in the China space.

12 Oct 2021 2AM 6 min

Coal miners have a decade of strong pricing

Rand Swiss's Gary Booysen on what to expect as US earnings season kicks off. Andries Rossouw of PwC Africa Energy discusses the latest on coal stocks. Neil Padoa from Coronation talks their Global Managed Fund, Equifax and JD.com.

12 Oct 2021 1AM 22 min

Sanlam Investment Holdings takes up Absa’s investment businesses

For the investor there is be nothing to be concerned about: Nerina Visser from etfSA.

11 Oct 2021 2AM 6 min

Commodity stocks set to rally

Herenya Capital Advisors's Petri Redelinghuys talks BHP Billiton and cryptos as Bitcoin breaks higher. Steven Joffe of Invicta comments as the company enters the communications and renewable energy space. ETFsa's Nerina Visser on the implication of Satrix buying selected Absa ETFs.

11 Oct 2021 1AM 19 min

The energy crisis in the UK and Europe

Mohammed Nalla from Moe-Knows.com unpacks the reasons for the impending power dilemma and the looming threat of stagflation.

8 Oct 2021 3AM 10 min

PGMs waiting on chip shortage resolution

RMB's Matete Thulare talks commodity stocks following the boom on Thursday. Moe-Knows.com's Mohammed Nalla on the impending UK energy crisis, could it lead to stagflation?

8 Oct 2021 1AM 21 min

On World Day for Decent Work, what constitutes ‘decent work’?

‘Compared to most countries in the SADC region...we are doing far better in terms of legislation and regulation and policy mechanisms around employment and work’: labour analyst Mamokgethi Molopyane.

7 Oct 2021 2AM 6 min