Boxer’s not cheap but there’s great potential

Jon Cherry from Cherryflava reckons Shoprite has almost transcended the idea that they're a business; they're now calling themselves ‘an institution’.

Petri Redelinghuys from Herenya Capital Advisors revisits his nuclear investment thesis as the sector grabs headlines again — from South Africa’s renewed interest to AI-driven energy demand. Quintin Rossi, CEO of Spear Reit, unpacks results showing the company’s loan-to-value ratio has halved. Jon Cherry from CherryFlava on Woolworths’s mounting challenge…

'I think that … domestically we are likely to see the next few prints into the end of the year inching a little bit higher’ – Momentum Chief Economist Sanisha Packirisamy.

Nick Kunze from Sanlam Private Wealth on Prosus sealing its Just Eat Takeaway.com deal. Bastian Teichgreeber, CIO at Prescient Investment Management, ahead of Friday’s crucial grey-listing verdict – and what graduating off the list could mean for SA. Sanisha Packirisamy from Momentum unpacks Q3 market data, as global tariff risks…

ETFSA’s Mike Brown notes that after former heavy opposition ‘quite a few’ active managers have joined the exchange-changed product industry and others will be joining very shortly.