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Boxer remains Pick n Pay's crown jewel

Independent analyst Carmen Mpelwane discusses Pick n Pay's trading update: it's still messy but are there signs of improvement? Danie Pretorius, CEO of Master Drilling, comments on their results, noting that while an impairment hit profits, a strong pipeline of orders remains promising. RMB's Brendan Grundlingh delves into the local…

28 Aug 2024 1AM 20 min

[TOP STORY] etfSA’s ‘IPO for the 21st century’

Nerina Visser goes into the nuts and bolts of the ETFSA Balanced Foundation Prescient Actively Managed ETF, which starts trading on Monday 2nd September 2024.

27 Aug 2024 2AM 7 min

Italtile gets Sasol LNG reprieve until 2027

Alex Duys from Umthombo Wealth discusses AdvTech and Stadio's results; both were well-received by the market. What caught his attention, and does he have a preference? Lance Foxcroft, CEO of Italtile, comments on their results, noting that while H2 improved, it was still a challenging trading period. Nerina Visser from…

27 Aug 2024 1AM 20 min

[TOP STORY] Quo vadis the rand/dollar?

Petri Redelinghuys of Herenya Capital Advisors shares his thoughts on our currency having broken below both its support level and its 200-day moving average.

26 Aug 2024 2AM 4 min

Top Reits for a falling rate environment

Gary Booysen of Rand Swiss weighs in on the Reits he likes best, amid expectations for interest rates to drop. Petri Redelinghuys of Herenya Capital Advisors on the rand. Can it strengthen? What's the short-term target? Zaio CEO Mvelo Hlophe shares insights on the challenges of being an entrepreneur.

26 Aug 2024 1AM 20 min

[TOP STORY] US and Chinese debt concerns create investment conundrum

‘When do policy makers start paying attention to it, and when do they start looking at the potential levers to pull?’ asks Zain Wilson from the Old Mutual Investment Group.

23 Aug 2024 3AM 8 min

September rate cut not certain, but likely

Maarten Ackerman from Citadel weighs in on the positive local CPI figures this week: Are rate cuts guaranteed for September, and could we see a 0.5% reduction? Zain Wilson from Old Mutual Investment Group examines the unsustainable debt situations in the US and Japan, offering insights on potential actions and…

23 Aug 2024 1AM 21 min

[TOP STORY] An easy way to access wine as an alternative investment

‘It's really important that South African fine wine gets traded around the world, because that's visibility’, points out Wine Cellar director Roland Peens.

22 Aug 2024 3AM 6 min

Spur and Curro delivering strong results

Chantal Marx from FNB Wealth & Investments discusses strong results from debt-free Spur. Curro CEO Cobus Loubser talks about ongoing growth and positive cash flow exceeding capex for the first time. Roland Peens, director of Wine Cellar, highlights a new actively managed wine investment certificate listed in Switzerland.

22 Aug 2024 1AM 20 min

[TOP STORY] Exploring the local inflation outlook and the timing of potential rate cuts

Ruan Yacumakis from Prescient Investment Management questions whether a 4.5% CPI number is the right number to look for.

21 Aug 2024 2AM 6 min

Aveng results show strong recovery

Independent analyst Jimmy Moyaha discusses Sasol’s results and their decision to withhold dividends. Aveng CEO Scott Cummins outlines latest results and plans to split the company into two units. Ruan Yacumakis from Prescient Investment Management explores the local inflation outlook and the timing of potential rate cuts.

21 Aug 2024 1AM 22 min

[TOP STORY] Considering buying a property when interest rates drop?

Justin Easthorpe, provincial sales manager at the ooba Group, says that purchasing a property is a long-term view with a long-term goal, and a good investment opportunity at the moment.

20 Aug 2024 2AM 6 min

MTN’s underlying results strong, but naira hurting

Independent analyst Carmen Mpelwane breaks down MTN's financials amid naira devaluation challenges. Kokkie Kooyman of Denker Capital discusses investor concerns over Absa's CEO revolving door. Justin Easthorpe from ooba Group analyses the potential impact of upcoming rate cuts on the residential property market.

20 Aug 2024 1AM 20 min

[TOP STORY] SA’s Tax and Revenue Law Amendment bills headed for change

These bills seemingly indicate foreign tax benefits for taxpayers – but still need comment and ratification: Richan Schwellnus, Tax Consulting South Africa.

19 Aug 2024 3AM 6 min

Local banks still cheap, even at all-time highs

Nick Kunze from Sanlam Private Wealth discusses Standard Bank’s latest results: modest Heps growth but improving impairments. Richan Schwellnus from Tax Consulting SA: Are foreign tax credits a welcome relief or a trap for wealthy South Africans? Savca CEO Tshepiso Kobile unveils insights from their latest private equity survey.

19 Aug 2024 1AM 20 min

[TOP STORY] SA still has significantly more jobless women than men

Leanne Emery Hunter from Yes discusses tackling SA's unemployment crisis, with a focus on bridging the gender gap.

16 Aug 2024 2AM 8 min

Exxaro looking to diversify away from coal

Matete Thulare from RMB on Exxaro's results which saw a decrease in profits as coal demand and prices fell. Leanne Emery Hunter from the Youth Employment Service discusses tackling SA's unemployment crisis, with a focus on bridging the gender gap. Simon's take on just how much we could save when…

16 Aug 2024 1AM 20 min

[TOP STORY] The long-term bullish outlook for gold

Philip Short of Flagship Asset Management discusses central banks’ distancing themselves from US Treasuries.

15 Aug 2024 2AM 6 min

Education stocks poised for profit growth

Kieran Witthuhn from Anchor delves into ADvTech's solid trading update. Philip Short of Flagship Asset Management discusses the long-term bullish outlook for gold as central banks distance themselves from US Treasuries. Paul Wilson of Sanlam Investments Multi-Manager highlights the trillions of dollars that millennials and Gen Z will inherit over…

15 Aug 2024 12AM 20 min

[TOP STORY] The rand: Why stability trumps strength

‘When you have a volatile currency, it's very difficult to pinpoint your price’ – Attila Kadikoy of Levantine & Co.

14 Aug 2024 2AM 7 min