MoneywebNOW

Super Group struggles in tough trading conditions

Chantal Marx from FNB highlights Super Group's revenue growth despite profit declines due to tough trading conditions. Pan African Resources CEO Cobus Loots reports higher production, with low-cost mines helping manage expenses. Economist Maarten Ackerman from Citadel discusses the rand's strength compared to other emerging market currencies and provides an…

12 Sep 2024 1AM 21 min

[TOP STORY] The perils of performance-chasing

‘Buy low, sell high’ is the golden rule to investing, but very difficult to do in practice because behavioural biases kick in: Roné Swanepoel – Morningstar SA.

11 Sep 2024 2AM 6 min

Why AngloGold opted for equity over cash in latest deal

Independent analyst Jimmy Moyaha comments on AngloGold Ashanti's acquisition of an Egyptian gold mine, primarily funded through equity. Attacq CEO Jackie van Niekerk discusses the company's strong results, with a 19% increase in FY dividends. Roné Swanepoel from Morningstar SA highlights data showing that chasing returns often results in lower…

11 Sep 2024 1AM 20 min

[TOP STORY] Do local retail valuations still look promising?

Evan Walker from 36ONE Asset Management offers his reflections on Shoprite, Woolies, Clicks and Dis-Chem, as well as Truworths, Foschini and Mr Price.

10 Sep 2024 2AM 6 min

AVI results benefit from margin focus

Matete Thulare from RMB discusses AVI's strong results despite I&J's underperformance. Evan Walker from 36One Asset Management provides updates on retail stocks, while Sean Kelly of Parity Wealth Managers questions whether the S&P 493 can outperform the Magnificent 7.

10 Sep 2024 1AM 19 min

[TOP STORY] Despite challenges, Agoa presents massive opportunities

‘It's estimated by the World Bank that by 2035 we’ll have job increases of 35%, and that's significant in the context of Africa’: Noor Kapdi from Dentons Africa.

9 Sep 2024 3AM 9 min

Fears around global market weakness ahead

Nick Kunze from Sanlam Private Wealth discusses City Lodge's recovery and strong results from Sun International, despite global market volatility. Noor Kapdi from Dentons highlights South Africa's role as a key gateway for trade treaties in Africa. Andrew Amoils from New World Wealth unpacks the rise in crypto millionaires.

9 Sep 2024 1AM 22 min

[TOP STORY] Alternative assets on the ascent: Investing outside the box

Peter Armitage of Anchor Capital sheds some light on the pros and cons of venturing into assets other than typical ‘vanilla’ equities and bonds.

6 Sep 2024 2AM 6 min

Chinese cars making a big splash locally

The Finance Ghost analyses the retail sector's performance, Peter Armitage from Anchor unpacks the basics of alternative assets and why they have become one of the world's fastest-growing investment classes, and Sanan Pillay from Sanlam Investments: Multi-Manager discusses how to include alternatives in a diversified investment portfolio.

6 Sep 2024 1AM 21 min

[TOP STORY] How the ISO management standards benefit business

The greatest challenge for enterprises is access to experts and resources to maintain well-functioning systems: Kasturi Naidoo from AB Design and Development.

5 Sep 2024 3AM 6 min

No recession expected for SA despite sluggish growth

Tom Gale from Standard Bank breaks down the latest market news, Percy Thaver of Miles Africa dives into AI's impact on the BFSI sector across the continent, and Kasturi Naidoo from AB Design & Development highlights why ESG monitoring matters more than ever.

5 Sep 2024 1AM 20 min

[TOP STORY] Motus Holdings shows optimism in FY results

Diversification in the strained environment in South Africa, the UK and Australia has helped Motus grow its revenue and Ebitda, and pay a lower dividend – CEO Osman Arbee.

4 Sep 2024 2AM 5 min

GDP: Agriculture sector remains a concern

Faheema Adia from Momentum covers market news, Siphethuxolo Didiza, CEO of Didiserv, talks about navigating tax in a digital world, and Motus CEO Osman Arbee and CFO Ockert Janse van Rensburg discuss the company's results.

4 Sep 2024 1AM 19 min

Cybersecurity mission-critical for financial institutions in 2024

James Bennett from Anchor Capital outlines the investment case for some of the major security platform players across the board and reflects on the CrowdStrike breach.

3 Sep 2024 3AM 9 min

Bidvest: A solid stock for investor portfolios

Independent analyst Carmen Mpelwane breaks down Bidvest's results, while Dr Adrian Saville discusses the rise in investor sentiment in South Africa. Anchor’s James Bennet discusses the investment case for cyber companies.

3 Sep 2024 1AM 23 min

[TOP STORY] CFDs provide an element of gearing and leverage

If [clients] manage their money well, manage their risk well, they have a very good opportunity to benefit from trading contracts for difference: Nick Sproule – CEO, Trade Nation.

2 Sep 2024 3AM 6 min

Tech stocks dominating global markets

Annatjie Van Rooyen from Regenesys talks the performance of local shares. Raveen Ramlakan from Afrasia takes a look at structured investments. Nick Sproule of Trade Nation unpacks CFD trading.

2 Sep 2024 1AM 20 min

[TOP STORY] Stable electricity powers up Q2 manufacturing growth

Miyelani Maluleke from Absa CIB previews next week's local Q2 GDP data, questioning how many rate cuts the MPC might deliver.

30 Aug 2024 3AM 8 min

Implats doing its best, but PGM prices hurting

Independent analyst Odwa Magwentshu discusses Impala Platinum's results, highlighting how write-downs have pushed the company into a loss. Miyelani Maluleke from Absa CIB previews next week's local Q2 GDP data, questioning how many rate cuts the MPC might deliver. Simon shares insights on how market expectations can overshadow actual results.

30 Aug 2024 1AM 20 min

[TOP STORY] Why are multi-asset investments compelling?

‘People don't have to go through capital gains tax events ... and can sleep well at night’, explains Stanlib’s Marius Oberholzer.

29 Aug 2024 4AM 8 min