MoneywebNOW

City Lodge needs margin expansion

Alex Duys of Umthombo Wealth shares insights on how the market reacted differently to City Lodge's results, which were not well-received, compared to the positive response to the Dis-Chem update. Tebogo Mphafudi from Momentum Corporate talks about pension-backed home loans. Tafadzwa Chibanguza of Seifsa discusses the 2024 outlook for the…

26 Feb 2024 12AM 21 min

[TOP STORY] Volatility in the market over the next three months

Fred Razak from CMTrading examines the global perception of SA leading to the May elections.

23 Feb 2024 1AM 8 min

Summers throws the kitchen sink at Pick n Pay

Faheema Adia of Momentum Securities discusses Pick n Pay's market update and the market's reaction to the budget. Fred Razak from CMTrading examines the global perception of South Africa leading up to the May elections. Simon shares insights on the Nikkei 225 achieving a new all-time high, the first since…

23 Feb 2024 12AM 20 min

[TOP STORY] Bidcorp interims strong; dividend up

Generally Europe has done fantastically, the UK has had a few issues and China ‘was struggling’: CEO David Cleasby.

22 Feb 2024 2AM 6 min

Spar still not over SAP hurdle

Sithembile Bopela of FNB Wealth & Investments discusses Spar's modest growth in results. Bidcorp's David Cleasby reflects on a year of strong growth. Grovest's Jeff Miller talks about the launch of the second round of funding for their Twelve B Green Energy Fund.

22 Feb 2024 12AM 23 min

[TOP STORY] Rethinking US stock weightings in your global equity portfolios

In the last 30 years you’ve had a wonderful ride if you've invested as much of your capital as possible in the US equity market: Anton Eser – CIO, 10X Investments.

21 Feb 2024 2AM 6 min

Benefits of over-contributing to a Reg 28 fund

Shaun Dendere of Trive SA discusses Kumba and BHP Group results. Anton Eser of 10X Investments advises on reducing US equity exposure due to anticipated lower returns in the coming decade. Megan Fraser from Allan Gray explores over-contributions to a Reg 28 fund.

21 Feb 2024 12AM 21 min

MoneywebNow Top Story - 20 Feb 2024

Guest: Viv Govender

20 Feb 2024 6AM 6 min

Market waiting for Swiftnet sale details

Analyst Jimmy Moyaha delves into the Telkom update and Amplats results. Tertius Zitzke from 4Sight Holdings discusses robust results and expansion plans. Viv Govender of Rand Swiss reflects on a week marked by significant AI advancements and anticipates Nvidia results on Wednesday.

20 Feb 2024 12AM 21 min

[TOP STORY] Don’t let ETF partial delistings startle you

What you see in terms of market activity may not mean what you think it means. And remember to attend to your tax-free investment options before February 29 this year: etfSA director Nerina Visser.

19 Feb 2024 1AM 7 min

Bitcoin halving adds to bullish sentiment

Sanlam Private Wealth's Nick Kunze discusses markets, and with the recent listing details of WeBuyCars, is this a company worth keeping an eye on? Additionally, the Nikkei 225 is on the verge of reaching its 1989 all-time highs. Nerina Visser from etfSA unpacks what the ‘partial delisting’ of an ETF…

19 Feb 2024 12AM 20 min

[TOP STORY] Scraping the tax barrel: next week's Budget

In order to balance the books you have to source additional revenue or cut expenses somewhere – Joubert Botha from KPMG.

16 Feb 2024 1AM 6 min

[TOP STORY] Company writedowns are about cash

Wayne McCurrie from FNB Wealth and Investments unpacks the Nampak and Blue Label trading updates and South32 results. Joubert Botha from KPMG on proposed tax increases in next week's budget and their feasibility in the current economic climate. Simon offers his thoughts on writedowns. Yes, they’re not cash when written…

15 Feb 2024 11PM 20 min

[TOP STORY] Pan African Resources: Six months’ gold production ‘nicely higher’

The Elikhulu Project is possibly one of the lowest-cost producers of gold in southern Africa and still has 10 years of life: CEO Cobus Loots.

15 Feb 2024 2AM 5 min

Another Nigerian naira devaluation bad news for MTN

RMB's Matete Thulare on the Nigerian naira. Since we last spoke it has had another devaluation, this especially hurts the likes of MTN and, to a lesser degree MultiChoice. Cobus Loots from Pan African Resources on a strong set of results that saw production up and costs down. FNB's Thanda…

15 Feb 2024 12AM 20 min

[TOP STORY] Consumer spending: Needs trump wants

‘Spend is [is now more] aligned to when people actually have money in their accounts versus having a credit card’: PayJustNow CEO Craig Newborn.

14 Feb 2024 1AM 6 min

WeBuyCars sees strong growth

Odwa Magwentshu from Trive South Africa on the WeBuyCars listing … does he see value unlock here? Craig Newborn from PayJustNow on retail trends they’re seeing via their BNPL system. Cliffe Dekker Hofmeyr's Tendai Jangara talks the use of digital forensics to help combat and prosecute fraud and corruption.

14 Feb 2024 12AM 20 min

[TOP STORY] Is SA’s gold and foreign exchange contingency reserve account up for grabs?

Viv Govender from Rand Swiss explores arguments for and against dipping into this cache.

13 Feb 2024 2AM 5 min

Magnificent 7: Is Tesla still part of the club?

Keiran Witthuhn from Anchor on the recent Tesla results as the stock is down around 50% from its 2021 highs. Rand Swiss's Viv Govender talks the Gold and Foreign Exchange Contingency Reserve Account. What is it, and can government use the R450 billion found therein? Francis Marais from Morningstar South…

13 Feb 2024 12AM 20 min

[TOP STORY] China's past growth engines have begun to stutter

It's becoming increasingly clear that China's structural policy trends are really beginning to cloud its medium-term growth prospects: Casey Sprake – Anchor Capital.

12 Feb 2024 2AM 6 min