MoneywebNOW

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

Costs prove a problem at this stage of the commodity cycle

Schalk Louw from PSG Old Oak on the Sibanye-Stillwater update: Earnings fall ±R6 billion, and debt covenants are at risk. Sean Walsh, CEO of KAL Group, unpacks results as revenue slips slightly, but earnings increase 7%. Caroline Naylor-Renn, COO of 10X Investments, discusses strategies for saving for children and leveraging…

13 May 2024 1AM 20 min

[TOP STORY] What happens to money that leaves the financial system?

Hawken McEwan, director of compliance at DocFox, explains the tracking of funds following suspicious financial transactions.

10 May 2024 3AM 8 min

Sappi and KAL doing their best despite tough conditions

Mia Kriegler from Kruger International talks results from Sappi and KAL, both of which saw cost savings boosting earnings. Hawken McEwan of Compliance DocFox discusses the importance and benefits of Fica in a regulated world. Simon offers his thoughts on what it would take to get SA Inc stocks rallying.

10 May 2024 12AM 20 min

[TOP STORY] CMH delivers 14% dividend yield despite a challenging year

European vehicles are almost priced out of the market, and China and India are making quality vehicles often at really attractive prices: CEO Jebb McIntosh.

9 May 2024 3AM 5 min

AB InBev sees strong operational leverage

Matete Thulare from RMB comments on the unexpectedly robust Q1 2024 results of Anheuser-Busch InBev, which were positively received by the market. Jebb McIntosh, CEO of CMH, discusses the results from a challenging period but highlights a substantial dividend yield. Brian Irvine from Investec talks about addressing the infrastructure funding…

9 May 2024 12AM 20 min

[TOP STORY] There is a surprising comeback in SA’s office sector

John Jack of Galetti Corporate Real Estate discusses office rental reversions, the demand for non-premium space, corporate semigration and industrial investment in solar power.

8 May 2024 4AM 7 min