MoneywebNOW

Quantum results soar, but stock still expensive

Faheema Adia from Momentum Securities discusses Quantum Food Group's results: Heps surged, but the stock is pricey. Alan Dickson, Group CEO of Reunert, analyzes the company's strong performance across all segments except one. Chris Vorster, Stadio's CEO, explains Stadio's approach to rewarding staff and students and how distance learning can…

27 May 2024 1AM 22 min

[TOP STORY] 'Commodities are things made by Mother Nature, not in boardrooms'

Andy Pfaff, CEO at Coherent Capital Management, on their Coherent Global Commodity Investment portfolio.

24 May 2024 5AM 5 min

Investec FSCA probe could cost £30m

Schalk Louw from PSG Old Oak discusses Investec's strong results and Bidcorp's positive update, which has been bolstered by bolt-on acquisitions and lower food inflation. Andy Pfaff, CEO of Coherent Capital Management, discusses their commodity AMC, explaining its mechanics and highlighting current trends. He also introduces their new AMC, which…

24 May 2024 1AM 19 min

[TOP STORY] Spear Reit annual results show office vacancies contracting

The Liberty Life building transfer to Capitec takes place ‘later this week and effectively will push up our hedge ratio closer to 60%’ – CEO Quintin Rossi.

23 May 2024 2AM 6 min

Pick n Pay has a plan, but will it work?

Odwa Magwentshu from Trive South Africa discusses Southern Sun's results and maiden dividend and the market-loving Pick n Pay update. Bradley Elliott from RelyComply offers insights on the new compliance deadlines to combat money laundering. Spear Reit's Quintin Rossi unpacks the company's strong results.

23 May 2024 12AM 20 min

[TOP STORY] TWK Agri holds up despite headwinds

The big story in the interim results was the contamination of woodchip stockpiles by a neighbouring fire: MD Andre Myburgh.

22 May 2024 3AM 6 min

These are the 3 reasons why PGMs are on the up

Kieran Witthuhn from Anchor on what’s driving PGM prices higher and whether it is sustainable. Andre Myburgh from TWK Agri discusses challenging results due to woodchip contamination caused by a fire in a nearby facility. Dany Mawas of Finalto South Africa discusses the use of an ODP licence by another…

22 May 2024 1AM 19 min

[TOP STORY] Astral Foods interims: Revenue up, but avian flu a possible winter concern

After a tough year CEO Chris Schutte looks forward to possible vaccination permits, less load shedding, an improved maize harvest and higher margins in time.

21 May 2024 3AM 7 min

Consumer stock results show increasing pressure

Independent analyst Carmen Mpelwane discusses tough Balwin and Famous Brands results, which saw revenue up but profits down as costs hurt. Chris Schutte, CEO of Astral Foods, discusses the company's latest results. Profit is roaring back as avian influenza is largely gone. Bianca Botes, Citadel Global, offers insights on what…

21 May 2024 1AM 20 min

[TOP STORY] Copper trading at all-time highs

Petri Redelinghuys of Herenya Capital Advisors tells South Africans how they can get some exposure to ‘Dr Copper’.

20 May 2024 2AM 6 min

World markets booming, but valuations are lofty

Nick Kunze from Sanlam Private Wealth discusses Richemont's results and new CEO. Many global indices are at or near all-time highs … is it a bull market? Petri Redelinghuys from Herenya Capital Advisors discusses opportunities for exposure as copper surges to all-time highs. FNB Commercial's Paul Makube talks emerging trends…

20 May 2024 1AM 20 min

[TOP STORY] Afrimat year-end results reflect good performance all round

CEO Andries van Heerden looks forward to ‘fixing up’ Lafarge while Nkomati continues ramping up strongly.

17 May 2024 3AM 7 min

Good Sanlam update … but its no longer cheap

Chantal Marx, FNB Wealth & Investments, dissects Barloworld's weak trading update and Sanlam's strong one. Andries van Heerden, CEO of Afrimat, discusses the company's robust latest set of results, as construction materials and Nkomati Anthracite both show very strong numbers. Simon's thoughts on attending AGMs and your rights when you…

17 May 2024 12AM 20 min

[TOP STORY] Investors underperform markets: We are not as smart as we think we are

Ninety One’s Paul Hutchinson notes that the Dalbar QAIB study ‘reconfirms that investor behaviour – the way they buy, sell, or switch into or out of unit trust funds – costs them’.

16 May 2024 3AM 7 min

What the NHI means for healthcare stocks

Lonwabo Maqubela from Perpetua Investment Managers on healthcare stocks on the JSE in the wake of the NHI Bill being signed into law. Zak Calisto, CEO of Karooooo, unpacks their full-year results. Ninety One's Paul Hutchinson discusses the 2023 Quantitative Analysis of Investor Behaviour (QAIB) study, which shows that we’re…

16 May 2024 1AM 21 min

[TOP STORY] Octodec interims: Costs rising, yet revenue up

An exciting project for the Reit ‘is something we call Yethu, which is a residential conversion. We recognise in South Africa that people need cheap accommodation’ – MD Jeffrey Wapnick.

15 May 2024 3AM 6 min

Anglo Plat and De Beers both facing existential crisis

Independent analyst Jimmy Moyaha discusses the latest developments around Anglo American. The miner wants to spin out Anglo Platinum and De Beers to create value. Could De Beers return to the JSE after delisting in 2001? Octodec MD Jeffrey Wapnick discusses the company's interim results. Sanan Pillay from Sanlam Investments…

15 May 2024 1AM 21 min

[TOP STORY] Calgro M3 year-end results: revenue off but a maiden dividend

‘This year we sold to the open market. We didn't have any bulk student housing, social housing, fully subsidised housing’: CEO Wikus Lategan.

14 May 2024 3AM 7 min

WeBuyCars's maiden results show strong market share gains

Kea Molefe from Trive South Africa on maiden results from WeBuyCars as it gains market share and Vodacom results see revenue rise (thanks Egypt) but profits fall. Wikus Lategan, CEO of Calgro M3, on results as it shifts strategy and pays its first-ever dividend. Raubex CEO Felicia Msiza discusses strong…

14 May 2024 1AM 22 min

[TOP STORY] Tax-free savings and the importance of cultivating the saving habit

‘Appreciate that money takes a long time to accumulate,’ but with discipline it will grow: Caroline Naylor-Renn, 10X Investments.

13 May 2024 3AM 5 min