MoneywebNOW

Sygnia and Ninety One need economic growth to up profits

Independent analyst Jimmy Moyaha talks about Sygnia's results, which show modest growth in a tough environment. Vukile CEO Laurence Rapp discusses positive rental reversions and strong liquidity in the company's latest results. Alan Salomon of Capital Appreciation discusses results highlighting strong cash generation and terminal growth.

6 Jun 2024 1AM 21 min

[TOP STORY] Two-pot retirement system: A new era for South African pension funds

Caroline Naylor-Renn from 10X explains the two-pot retirement system – how it will work and the purpose of the savings pot.

5 Jun 2024 3AM 6 min

Rainbow will return to the JSE as a focused listing

Kea Molefe from Trive SA on the RCL unbundling of Rainbow and the latest on Sasol … is there any value there? 10X Investments's Caroline Naylor-Renn talks the two-pot retirement system following the President signing it into law. Lebo Gaoaketse from WesBank on the bleak vehicle sales for May as…

5 Jun 2024 1AM 20 min

[TOP STORY] What does the Agriculture and Agro-Processing Master Plan hope to achieve?

Wandile Sihlobo from the Agricultural Business Chamber of SA considers the outlook for implementing the plan and the prospects for the agri sector in the new political dispensation.

4 Jun 2024 3AM 7 min

Global emerging market elections fuel currency fluctuations

RMB's Matete Thulare notes that the rand is reacting to the likelihood of a centrist coalition government as political parties begin serious negotiations. Wandile Sihlobo from the Agricultural Business Chamber of SA discusses the master plan for agriculture and which parties would best be suited to implement it. Reza Ismail…

4 Jun 2024 1AM 20 min

[TOP STORY] With valuations so stretched, where to find opportunities?

Today ‘we find solace in gold, in hedging our equity exposure other ways to generate a diversifying outcome away from equities’: Alec Cutler – Orbis Investments.

3 Jun 2024 3AM 6 min

Fantastic Lewis results

Nick Kunze from Sanlam Private Wealth unpacks results from Dis-Chem and Lewis. Philip Short of Flagship Asset Management offers insights on the GLP-1 producers Eli Lilly and Novo Nordisk. Alec Cutler of Orbis Investments explores alternative AI investment opportunities beyond Nvidia.

3 Jun 2024 12AM 19 min

[TOP STORY] Higher inflation likely for decades into the future

Current contributors to this long-term trend are the three Ds – demographics, de-globalisation and decarbonisation: OMIG investment analyst Sehrish Khan.

31 May 2024 3AM 9 min

A bumpy road ahead for the rand

Wayne McCurrie from FNB Wealth and Investments discusses the rand post-elections, Zeda's results and Woolies's disappointing update. Old Mutual Investment Group's Sehrish Khan on why inflation will be higher for longer. Simon shares his views on why attempting to time moving rands offshore is a mug's game.

31 May 2024 12AM 20 min

[TOP STORY] Nvidia produces quarter after quarter of outstanding growth

Rand Swiss’s Viv Govender points out that the whole of China cannot compare with what Nvidia is doing right now.

30 May 2024 3AM 6 min

Pepkor results reveal it as the Shoprite of clothing retail

Shaun Dendere from Trive South Africa talks about Pepkor results as fintech, and Brazil do well, and margins expand. Rand Swiss's Viv Govender discusses the Nvidia results, is there value here? Debra Slabber from Morningstar South Africa on expectations post elections and foreigners buying local bonds.

30 May 2024 1AM 19 min

[TOP STORY] 'Practically no chance of a rate cut this week'

Rhandzo Mukansi of Futuregrowth explains that while central banks are likely keen to cut interest rates, sticky inflation remains a risk.

28 May 2024 3AM 6 min

Tharisa sees a structural increase in chrome demand

Alex Duys of Umthombo Wealth on Tiger Brands results as it sees profit growth. Tharisa's Phoevos Pouroulis unpacks recent results and discusses the boom in chrome prices. Rhandzo Mukansi from Futuregrowth Asset Management highlights that starting with the MPC on Thursday, five central banks will announce rate decisions in the…

28 May 2024 1AM 21 min

[TOP STORY] Port challenges the only bleak spot in Reunert interims

Group CEO Alan Dickson says the company’s strong cash flow enables the payment of good dividends.

27 May 2024 2AM 7 min

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