MoneywebNOW

Bank valuations as attractive as in 2008

FNB Wealth and Investments's Chantal Marx unpacks Standard Bank's trading update. A look at Famous Brands results with CEO Darren Hele as lockdown restrictions result in a full year. Keith McLachlan of Integral Asset Management on what mining CEOs should do with all the cash they’re generating.

1 Jun 2021 1AM 20 min

[TOP STORY] Pleasing results from SA Inc

Retailers, such as Truworths, Apple and Liberty – with its Sandton City in particular – rally strongly as gold holds its own: Nick Kunze from Sanlam Private Wealth.

31 May 2021 2AM 4 min

PGM miners making super profits

Sanlam Private Wealth's Nick Kunze on gold miners, retailers and property stocks. Nampak CEO Erik Smuts unpacks results as Bevcan turns to exports in response to soft local demand. Tharisa CEO Phoevos Pouroulis talks the company's financials as earnings increase almost 500%.

31 May 2021 1AM 20 min

[TOP STORY] Strong interims from Pepkor

The company has benefited from the down-shopping trend during the pandemic by offering customers good value at affordable prices: CEO Leon Lourens.

28 May 2021 3AM 6 min

28 May - Non-food retailers' future remains hazy

Kea Nonyana from ThinkMarkets talks Lewis and Mr Price financials. Leon Lourens, Pepkor CEO, unpacks the retailer's results as debt halves and Heps rises 50%. African Bank results with CFO Gustav Raubenheimer as impairments halve but the bank still reports a loss.

28 May 2021 1AM 19 min

[TOP STORY] Musings on the Naspers-Prosus share swap

Mike Gresty from Anchor Capital wonders whether ‘when the dust settles and we look back on this deal in the long term it may well have destroyed more value than it creates’.

27 May 2021 3AM 6 min

27 May - Netcare the preferred health stock as Mediclinic exits the UK

Alex Duys of Umthombo Wealth talks Mediclinic results and its Spire Health exit. Junaid Limalia, Arrowhead CFO, unpacks the property counter's results as it skips a dividend payout. Anchor's Mike Gresty takes a look at the Naspers/Prosus share swap.

27 May 2021 1AM 19 min

[TOP STORY] Discussing Coronation’s results, British American Tobacco vs Reunert, Naspers, Prosus and Investec

‘I'd still be buying British American Tobacco rather than Reunert’, says Nesan Nair from Sasfin.

26 May 2021 3AM 5 min

26 May - Even passive requires an active choice

Nesan Nair from Sasfin Securities unpacks the latest results from Coronation and Reinet. A look at Spar results with CEO Brett Botten. Satrix's Nico Katzke talks style investing.

26 May 2021 1AM 21 min

[TOP STORY] Afrimat to acquire R650m manganese mining right

‘I think we supply something like 70 or 80% of the world demand and this is one of the last really large remaining resources in the Kalahari field that was available’: CEO Andries van Heerden.

25 May 2021 3AM 6 min

25 May - Health stocks still are not cheap, despite the pandemic

Anchor's Martin Smith unpacks Telkom and Netcare results. Andries van Heerden from Afrimat discusses the building materials company's new manganese mining right. Keith McLachlan of Intergral Asset Management on control structures and those high voting shares.

25 May 2021 1AM 21 min

[TOP STORY] Is it time to buy cryptos?

‘If you are going to buy some, make sure that you treat it like it's a normal share, make sure that you buy the stuff of a real exchange’: Petri Redelinghuys – founder, Herenya Capital.

24 May 2021 4AM 5 min

24 May - Dis-Chem starts with vaccine rollout

Petri Redelinghuys of Herenya Capital: Is it time to buy Bitcoin and Ethereum? Dis-Chem CFO, Rui Morais, talks financials and acquisitions. Investec CFO, Nishlan Samujh, unpacks results as the second half showed a strong recovery in earnings.

24 May 2021 1AM 19 min

[TOP STORY] Insuring shares for when things go wrong

‘What we cover specifically is allegations of management fraud and dishonesty, which is quite broadly defined’: InvestSure MD Share Curran.

21 May 2021 4AM 7 min

21 May - Is the Fed risking being behind the curve?

Viv Govender of Rand Swiss on the US jobs recovery. Shane Curran of Investsure unpacks the ins and outs of insuring your shares. Carel de Wit, Indluplace CEO talks the company's financials.

20 May 2021 11PM 22 min

[TOP STORY] A tough couple of months for the tech space

‘In the short term, when markets are a little bit schizophrenic, as they are now, the share price does not necessarily equal the company’: Craig Antonie – CIO, AnBro Capital.

20 May 2021 4AM 7 min

20 May - Where to invest in the food value chain?

Mia Kruger from Kruger International talks opportunities in the food value chain. Anbro CIO Craig Antonie looks at when to sell a unicorn. Shaw Mabuto from Spear Capital on bringing constituency and measurability to ESG.

20 May 2021 1AM 22 min

[TOP STORY] Are your crypto assets part of your will?

We need to clarify and record the ‘dark’ digital parts of our lives for inheritance and estate-duty purposes: Alex Simeonides from Capital Legacy.

19 May 2021 3AM 6 min

19 May - Global supply chain bottlenecks in place until year end

FNB Wealth and Investment's Chantal Marx takes a look at the possible Heineken/Distell deal. Alex Simeonides of Capital Legacy on how Sars treats cryptocurrencies in your estate. Santova CEO Glen Gerber talks the company's results as surging shipping rates boost revenue.

19 May 2021 1AM 20 min

[TOP STORY] Redefine H1 office renewal rate down 24.5%

The accelerated vaccination rollout in Poland bodes well for a strong recovery in that retail environment: CEO Andrew König.

18 May 2021 3AM 7 min