This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Massmart turnaround kicking into gear

Loading player...

Mia Kruger from Kruger International unpacks the Massmart update. Jeffrey Wapnick, MD Octodec, talks results as student accommodation struggles. Bruce Williamson Integral Asset Management on the investment case for PGMs and his preferred PGM miner.

3 Nov 2021 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] What really drives returns on the JSE?

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

25 Aug 2AM 7 min

MTN: Is a R6bn share buyback the best use of cash?

Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.

25 Aug 1AM 21 min

[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future

‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.

24 Aug 2AM 6 min

Cell C results: Is the value proposition compelling?

Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today’s share price.

24 Aug 1AM 22 min

[TOP STORY] Preferring active over passive in the current environment?

Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.

21 Aug 2AM 6 min

All episodes