MoneywebNOW, 18 Jan [TOP STORY] Two unusual companies – one local, one offshore · Moneyweb Radio

[TOP STORY] Two unusual companies – one local, one offshore

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Chantal Marx reflects on two stocks on FNB Wealth and Investments’ radar: SA’s Balwin Properties and Swiss-based travel retailer Dufry.

18 Jan 2023 1AM English South Africa Business News · Business

[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

Spur with a taste for dividends

Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.

21 Aug 1AM 19 min

[TOP STORY] The complex forces behind July’s inflation drop

Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

20 Aug 2AM 5 min