Independent analyst Jimmy Moyaha on MTN’s strong results. Off a low base with currency woes easing, yet the market sold it off – is there still value? Mongezi Mtati from Rogerwilco on their new fast food and QSR report: value, taste, and location lead the way. Seshni Naidoo of ENGIE…
‘When things are gloomy and scary, that’s perhaps when you go and do your digging; that’s your opportunity to find outsized returns' – John Gilchrist, CIO at PSG Asset Management.
Nick Kunze from Sanlam Private Wealth breaks down Berkshire’s move into UnitedHealth and a Sibanye Stillwater update. John Gilchrist, CIO at PSG Asset Management, shares how to stay the course amid market uncertainty. Plus, Priscilla Sefoka from Tax Consulting SA explains how to claim your medical expenses on your tax…
Schalk Louw from PSG Old Oak on strong Standard Bank results with NIR up 15% and a grim Truworths update. Investec’s Vernon Sinden talks a new transhipment model sending US-bound goods via Europe. Simon on why valuations ultimately always matter.
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