MoneywebNOW

Capitec update strong, but valuation remains elevated

Nick Kunze from Sanlam Private Wealth unpacks Capitec's strong update and the Mondi/ DS Smith deal. Bruce Strong, CEO Mpact, on good results in a very tough economy. Steven Beattie on the Transaction Capital AGM, only 22 minutes and none of his questions read out. What are shareholder rights?

11 Mar 2024 1AM 20 min

[TOP STORY] GLP-1: A threat to fast-food and associated medical intervention businesses?

Ross Yammin from Laurium Capital dips into the opportunities and threats possibly posed by Novo and Lilly’s ‘wonder’ drug.

8 Mar 2024 2AM 8 min

Gold sets sights on $2 500 by year-end

Petri Redelinghuys from Herenya Capital Advisors on the all-time highs for gold and bitcoin, what are his targets? Ross Yammin Laurium Capital on his feedback from the Novo Nordisk Capital Markets day and the future of the GLP-1. Simon's thoughts on SA Inc as logistics, Eskom and interest rates hurt.

8 Mar 2024 12AM 20 min

[TOP STORY] Are we seeing a dotcom bubble repeat?

Sean Kelly of Parity Wealth Managers ponders whether the Magnificent Seven will be the only beneficiaries of AI – or might others poach their advantage?

7 Mar 2024 1AM 6 min

Cautious optimism as consumer indebtedness improves

Independent analyst Carmen Mpelwane unpacks Sea Harvest's results and ponders whether Murray & Roberts will survive. Sean Kelly from Parity Wealth Managers questions whether we are in a tech bubble with the Magnificent Seven. Andrew Fulton of Eighty20 expresses a reason for cautious optimism based on their Q4 2023 Credit…

7 Mar 2024 12AM 19 min

[TOP STORY] Curro 2023 results: bad debts decrease and margins improve

CEO Cobus Loubser notes that ‘We've actively reinvested in...everything to create a holistic and special experience in our corridors and on our fields’.

6 Mar 2024 1AM 6 min

Shoprite still coming out on top

Independent analyst Jimmy Moyaha on Shoprite's latest set of strong results and Canal+'s revised offer for MultiChoice. Curro CEO Cobus Loubser discusses results as bad debts decrease and margins improve. FNB's Thanda Sithole on 2023 GDP data with Q4 coming in at +0.1%. SA missed a technical recession by the…

6 Mar 2024 12AM 20 min

[TOP STORY] 2024: Hard landing, soft landing or no landing?

Sanisha Pakirisamy from Momentum Investments considers trade and shipping route disruptions, inflation, geopolitical tensions and Chinese GDP going forward.

5 Mar 2024 1AM 6 min

RCL's Rainbow listing could unlock 20% of value

Chantal Marx from FNB Wealth & Investments on RCL results as it looks to list Rainbow separately. Brian McMillan of Investec on their latest structured product, the Nikkei 225 Autocall without currency risk. Momentum Investment's Sanisha Packirisamy explains how shipping disruptions across four regions could slow or even delay rate…

5 Mar 2024 12AM 20 min

[TOP STORY] Rate cuts, sharia-compliant funds, big tech and healthcare

Maahir Jakoet from OMIG’s Global Islamic Equity offering agrees a significant number of his fund’s investors are not necessarily Muslim; they are there for the returns, the mandate, and the methodology.

4 Mar 2024 2AM 7 min

Is volatility really a reflection of risk?

Nick Kunze from Sanlam Private Wealth offers insights on the MTN update while expressing concerns about FirstRand's results, which appear modest in comparison to its valuation. Maahir Jakoet from Old Mutual Investment Group shares insights into the tech and healthcare stocks he is currently overweight in. Debra Slabber from Morningstar…

4 Mar 2024 12AM 22 min

[TOP STORY] Copper 360 revels in finds of high-grade surface deposits

‘Everything needs electricity and the carrier of electricity is copper,’ points out CEO Jan Nelson.

1 Mar 2024 2AM 9 min

Implats resilient despite project cuts

Matete Thulare from RMB comments on Implats's challenging financial results as the company reduces production. Jan Nelson of Copper 360 discusses recent sampling outcomes and provides insights into the history of copper mining in the Northern Cape. Simon shares his perspective on bitcoin as it approaches record highs.

1 Mar 2024 12AM 21 min

[TOP STORY] Not the easiest six months for Cashbuild

CEO Werner de Jager notes that ‘funnily enough the decorative part of our business is still the part that's doing well’.

29 Feb 2024 1AM 5 min

KAP balance sheet is ‘managed well’

Insights on Woolies' results from Lonwabo Maqubela at Perpetua Investment Managers, Cashbuild's performance discussed by CEO Werner de Jager, and KAP's Gary Chaplin addresses challenging results and financial pressures.

29 Feb 2024 12AM 19 min

[TOP STORY] There is apparent value in the Reit sector, but be selective

‘If you don't have to have exposure to listed property in South Africa I don't see a very strong reason to’: Daniel King – head of fixed income, Merchant West Investments.

28 Feb 2024 1AM 8 min

Pick n Pay has a lot to prove

Insights on Motus results and Gridrod's robust trading update with Odwa Magwentshu from Trive SA. Daniel King from Merchant West Investments discusses valuing property stocks trading at a discount to net asset value. Mitchan Adams from Aions Creative Technology emphasises the importance of investing during your student years.

28 Feb 2024 12AM 21 min

[TOP STORY] ‘Westbrooke Yield Plus is now a £130 million fund with 48 loans in it’

Head of product development and distribution Dino Zuccollo discusses the company’s latest private credit offering in sterling.

27 Feb 2024 3AM 6 min

Reforming the logistics sector

Gary Booysen of Rand Swiss on Sasol's results – as impairments wipe out profits, is it investable or better looking offshore? Westbrooke Alternative Asset Management's Dino Zuccollo discusses their latest private credit offering in Sterling. Happygirl Buthelezi of Capital Solutions and BEE Financing at Absa CIB shares insights on reforming…

26 Feb 2024 11PM 20 min

[TOP STORY] Using your pension as security for a property-based loan

In this case the credit provider holds a member's retirement fund as collateral against the advance: Tebogo Mphafudi – Momentum Corporate.

26 Feb 2024 2AM 7 min