MoneywebNOW

31 Mar - 4Sight's business model and Grindrod Shipping as an investment case

Rand Swiss's Viv Govender takes a look at the markets. Digging into 4Sight's business model and results with CEO Tertius Zitzke. Drikus Combrinck of Capicraft on the investment case for Grindrod Shipping as pandemic induced supply chain disruptions keep rates high.

31 Mar 2021 1AM 20 min

[TOP STORY] Investing post Section 12J

Alternatives are ‘opening up a whole new spectrum of investment to clients that wasn't there before’:DinO Zuccolla – Westbrooke Alternative Asset Management.

30 Mar 2021 2AM 7 min

30 Mar - Renergen helium concentration 10x bigger than US

Kruger International's Mia Kruger talks investing into the cashless wave as the pandemic rapidly boosted contactless payment. Westbrooke's Dino Zuccollo on alternative investment options. CEO Stefano Marani on helium concentration and how it stacks up globally.

30 Mar 2021 1AM 20 min

[TOP STORY] Are we back to the races again?

‘I think at some point this pent-up demand is going to come and markets are going to push higher’: Nick Kunze – Sanlam Private Wealth.

29 Mar 2021 2AM 4 min

29 Mar - What can we expect from a post-crisis market recovery?

Sanlam Private Wealth's Nick Kunze on markets ending higher last week. Anchor Capital's Seleho Tsatsi on the investment case for Exxaro. Andrew Bradley, CEO of Fiscal, talks the post-crisis market rebound.

29 Mar 2021 1AM 19 min

[TOP STORY] Giant Ever Given ship blocks global trade

Perhaps 200 ships have been unable to pass through the Suez Canal for some 48 hours as dredgers and excavators struggle to free the massive container vessel.

26 Mar 2021 2AM 6 min

26 Mar - Q1 GDP expectations swing into negative and Remgro cuts dividend

Nedbank's Preston Narainsamy looks at the economy as the Sarb keeps the repo rate unchanged but lowers Q1 GDP expectations to negative. Bimco's Peter Sand talks the impact of the Suez Canal blockage. Remgro CFO Neville WIlliams on their recent financials.

26 Mar 2021 12AM 21 min

25 Mar - Inflation risks on margins

Anchor's Deryck Janse van Rensburg talks inflation and predictions for today's MPC decision. Kingsley Williams, CIO of Satrix, on the growth of passive investments in SA. Investment specialist Mike Gresty unpacks Tencent's results as the Naspers and Prosus share prices are driven higher.

25 Mar 2021 1AM 21 min

[TOP STORY] ADvTECH annual results to December 2020; dividend declared

‘Parents...seek out the best-quality education they can for their children and will make significant sacrifices to ensure that happens’; CEO Roy Douglas.

24 Mar 2021 2AM 7 min

24 Mar - Lockdown, logistical challenges hinder Master Drilling's revenue

Sasfin's Nesan Nair on Resilient results and more Steinhoff settlements. AdvTech CEO Roy Douglas talks strong results for schools. Danie Pretorius, Master Drilling CEO, as profits plunge under lockdown.

24 Mar 2021 1AM 20 min

[TOP STORY] Does some value lurk in SA’s leisure stocks?

City Lodge ‘trades 80% less than the value of its assets, and that's what makes this one so interesting to me. I don't think it's going to go bankrupt’: Chantal Marx, head of research, FNB Wealth and Investments.

23 Mar 2021 3AM 4 min

23 Mar - Who actually works best from home?

FNB's Chantal Marx takes a look at local leisure stocks. Anchor's Nick Dennis on how rising rates are killing the growth trade. Merchants' Mat Conn on how WFH is changing businesses.

23 Mar 2021 1AM 20 min

[TOP STORY] Metair year-end results show revenue, heps and debt down

For automotive components ‘demand has started to come back’– CEO Riaz Haffejee.

19 Mar 2021 3AM 5 min

19 March - US inflation a real threat to markets

Rand Swiss's Viv Govender on US ten-year Treasury yields as they surge. Riaz Haffejee, Metair CEO, talks results as increased local vehicle production boosts future earnings potential and Martin Freeman, Orbvest CEO, as the company launches another investment - Orvest Diversified Holdings 4

19 Mar 2021 1AM 23 min

[TOP STORY] Trade reopens as the vaccines are coming in

In South Africa ‘the fact remains that we need offshore and international travellers in South Africa to help re-boost our economy’ – Mia Kruger, director Kruger International.

18 Mar 2021 2AM 5 min

18 Mar - Mixed bag of bank results

Mia Kruger of Kruger International on investment opportunities as the economy reopens. Libstar CFO Charl de Villiers unpacks the company's results as the retail channel jumps higher. Kokkie Kooyman from Denker Capital reviews the big four banks' results.

18 Mar 2021 1AM 22 min

[TOP STORY] Comparing house prices movements in the 2008 crisis and those in 2020.

‘This time around...the Monetary Policy Committee was much braver in adjusting interest rates’: Lightstone analytics director Paul-Roux de Kock.

17 Mar 2021 2AM 7 min

17 Mar - Changing investor behaviour and house prices in 2020

Wayne McCurrie of FNB Wealth and Investment talks Shoprite as results show it's printing cash. Thomas Brennan, CEO of Franc, on changing investor behaviour in the last year. Paul-Roux de Kock from Lightstone unpacks house price increases in 2020, what were the drivers?

17 Mar 2021 1AM 21 min

[TOP STORY] Reasonable numbers from the education sector

Thoughts on Stadio and ADvTECH, as well as Mr Price, Yuppiechef, City Lodge and Sun International: Nesan Nair from Sasfin Securities.

16 Mar 2021 2AM 7 min

16 Mar - Investment case: Ethos Capital

Sasfin's Nesan Nair talks education stocks and Mr Price's YuppieChef acquisition. Graeme Korner unpacks private equity and chats Ethos Capital Partners.

16 Mar 2021 1AM 20 min