Denker Capital's Kokkie Kooyman on FNB's good news update, implications for other banks

Loading player...
Africa's most valuable financial services group, First Rand, today announced in a voluntary trading update that conditions have unexpectedly improved to the extent that it has reversed billions set aside to meet anticipated lickdown-related losses. In this podcast our go-to man on the sector, Denker Capital's Kokkie Kooyman, helps investors put the news in perspective - for FirstRand itself and other JSE-listed banking stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Jun 2021 9AM English South Africa Investing · Business News

Other recent episodes

George Glynos - The Rand's Reckoning

The South African rand looks resilient - but George Glynos warns that appearances are dangerously deceiving. In this interview with Irakli, ETM Analytics Co-Founder and Head of Research lays out exactly why the risks are building asymmetrically against the rand - and why complacency could prove costly. On the scale…
20 May 10AM 11 min

Accretiv doubles down on US industrial property | Webinar

Martin Freeman and Justin Clarke unpack why US industrial real estate — particularly “shallow bay” facilities linked to manufacturing and logistics — is emerging as a standout opportunity. They discuss the impact of AI-driven data centre investment, America’s onshoring push, interest rate dynamics, and Accretiv’s latest Alabama acquisition tied to…
20 May 10AM 42 min

Ray Hartley - BRICS loses its clout

BRICS is suffering an identity crisis — and its foreign ministers' gathering in New Delhi has done nothing to resolve it. In this interview with Irakli, Platform for African Democrats custodian Ray Hartley asks the defining question: "What is the point of BRICS?" He warns that the bloc has become…
20 May 8AM 7 min

SA businesses battered by infrastructure instability - Muhammad Ali

Infrastructure failure has become a core business risk in South Africa. In this interview with Chris Steyn, international ISO standards and systems implementation specialist Muhammad Ali warns: “...infrastructure is not just decaying, it's going down the drain to its limit’. He notes that while systems and standards exist, “it's just…
20 May 5AM 14 min