MoneywebNOW

18 May - Calgro offering housing at below R4k a month

Umthombo Wealth's Alex Duys takes a look at the markets as company results pour in. Calgro M3 has 4 654 apartment units under construction; Simon unpacks the company's financials. Redefine CEO Andrew Konig on results as LTV drops another 3.6%

18 May 2021 1AM 21 min

[TOP STORY] Green tech as an investment opportunity

Quanta Services ‘is one of the names that we really have a lot of conviction in’: Brian Arcese from Foord Asset Management in Singapore.

17 May 2021 3AM 5 min

17 May - Commodities bull run feeding inflation

Sanlam Private Wealth's Nick Kunze unpacks the latest market movements. Johann Erasmus from 1nvest on how to include commodities in your portfolio. Foord Asset Management's Brian Acese on clean tech investment opportunities.

17 May 2021 1AM 20 min

[TOP STORY] Balancing simplicity versus complexity

‘The more variables going into a valuation, the more chance there is that that the outcome is actually rubbish’: Keith McLachlan, Integral Asset Management.

14 May 2021 3AM 7 min

14 May - Watch commodity prices to gauge inflation

FNB's Wayne McCurrie: 'Forget inflation – watch commodities'. Maurice Madiba, Cloud Atlas CEO, talks their new African bond ETF. Keith McLachlan of Integral Asset Management on the key variables to watch when buying a stock.

14 May 2021 1AM 19 min

13 May - Tobacco companies looking for a new future

Kruger International's Mia Kruger unpacks the latest Naspers/Prosus share shuffle and the Lewis update. Rishaad Hajee from Philip Morris on the end of cigarette sales. Small caps analyst, Anthony Clark takes a look at the Ascendis debt deal.

13 May 2021 1AM 21 min

[TOP STORY] Advances in payment types for things in store

Since lockdown 59% of people prefer to engage in contactless money transactions.

12 May 2021 4AM 6 min

12 May - Chinese ageing population is inflation risk

Viv Govender of Rand Swiss talks US inflation being expected above Fed target. Aldo Laubscher, SA Country Manager at Visa, takes a look at the future of banking. Nazir Ahmed Osman from the South African Sugar Converters Association on the premium of local sugar prices to global prices.

12 May 2021 1AM 20 min

[TOP STORY] Annual results out from Raubex; strong H2

With the high Covid risk profile in Africa, and enough available work in South Africa, the company will currently focus primarily on the local market – CEO Rudolph Fourie.

11 May 2021 3AM 6 min

11 May - Know, and stick to your plan as the rand strengthens

Rand Swiss's Gary Booysen on whether he's adjusting his strategy with the rand at 14/$. FNB's Doret Jooste on the hows and whys of building an emergency fund. Raubex CEO, Rudolph Fourie, unpacks their results.

11 May 2021 1AM 20 min

[TOP STORY] What’s driving gold’s bullish trend?

‘The dollar is losing ground against other countries, which generally...is quite supportive of commodities’: Petri Redelinghuys from Herenya Capital Advisors…

10 May 2021 3AM 5 min

10 May - New global property ETF to list

Petri Redelinghuys, of Herenya Capital Advisors, on current trends for commodities, especially gold. Garreth Elston talks Reitway Global's listing of its offshore property ETF. Jebb McIntosh of Combined Motor Holdings on their performance and how, despite marginal improvements in operations, they are still facing challenges.

10 May 2021 1AM 19 min

[TOP STORY] Karrooooo delivers full-year results with revenue up 18%

‘Vehicle recovery is still an important part of our business. ... [But] today it's all about the data and what we do with the data’: CEO Zak Calisto.

7 May 2021 2AM 7 min

7 May - Kaap Agri reports rise in profits, reinstates dividend

Nesan Nair from Sasfin Securities on markets as banks have another good day. Kaap Agri CEO Sean Walsh on strong six month results. Karooooo CEO Zak Calisto talks the company's first results since its Nasdaq listing.

7 May 2021 1AM 21 min

[TOP STORY] MTN up 11.5%; commodities ‘skyrocketing’

‘I still really like [MTN], am happy to hold it and definitely prefer it over Vodacom’: Anchor Capital portfolio manager Martin Smith.

6 May 2021 4AM 6 min

6 May - Money market funds and the rise of alt coins

Anchor Capital's Martin Smith talks the MTN update and resource stocks storming higher. Dean de Nysschen from Glacier by Sanlam on the role of a money market fund in your portfolio. Revix founder, Sean Sanders, on the rise of crypto alt coins.

6 May 2021 1AM 20 min

[TOP STORY] Aspen in a markedly better shape

‘I think Aspen is one of the most operationally efficient [companies] manufacturing pharmaceuticals in the world’: Kearabilwe Nonyana, manager, equities and derivatives, ThinkMarkets.

5 May 2021 3AM 7 min

5 May - Big tech sees knockout earnings

Wayne McCurrie of FNB Wealth and Investments on miners hitting new highs. Thinkmarkets's Kearabilwe Nonyana on the investment case for Aspen. Henry Biddlecombe from Anchor Global on the tech giants' knockout results.

5 May 2021 1AM 19 min

MoneywebNOW's first birthday

It's MoneywebNOW's first birthday! In this special episode of the podcast Moneyweb editor Ryk van Niekerk joins us to talk about how the show got its start, while a few of our regular guests chat the year that was and what stood out most in terms of news and markets.

4 May 2021 1AM 21 min

[TOP STORY] Office leases in the Reit space

As we start getting vaccinated, with reports more vaccines arriving in the country, how will office leases in the Reit space change? – Keillen Ndlovu, head of listed property, Stanlib.

3 May 2021 2AM 9 min