MoneywebNOW

Nothing good in Sasol’s update, does that offer opportunity?

RMB's Matete Thulare on the Sasol production and sales update as it declares force majeure. Citadel’s Maarten Ackerman on investors' wish lists ahead of next week's MTBPS. Simon gives his thoughts on construction stocks.

21 Oct 2022 1AM 20 min

[TOP STORY] We think we've got it bad – what about inflation in the US & UK?

At its next meeting I think Sarb's MPC will have no choice but to increase rates by at least 0.5 basis points; at this stage it's not about inflation and what it causes, it's about the exchange rate’: Chris Harmse of CH Economics.

20 Oct 2022 3AM 6 min

Data shows infrastructure spending lags budget allocation

Herenya Capital Advisors's Petri Redelinghuys on Telkom being ditched by MTN and its shares collapsing. Dr Chris Harmse of CH Economics talks local inflation moving a little lower, as well as the UK's 10.1% inflation. Chris Campbell from Consulting Engineers South Africa on the lack of implementation from government on…

20 Oct 2022 1AM 22 min

[TOP STORY] Microsoft very different from its late-90s heydays

We are seeing the transition of the business from product sales to cloud sales, from once-off sales into annuity contracts, with all the economics in its favour: Keith McLachlan of Integral Asset Management.

19 Oct 2022 5AM 6 min

CMH reports record profits thanks to boom in car hire

Gary Booysen from Rand Swiss unpacks Pick n Pay's results and why the market didn't like them. CMH's Jebb McIntosh on the company's record results as car hire booms. Integral Asset Management's Keith McLachlan chats why he's buying Microsoft.

19 Oct 2022 1AM 20 min

[TOP STORY] After a painful Q3, consumers can't look to a good festive in Q4

It's distressing that some 60% of households need to repeatedly turn to family and friends for help, ultimately negatively affecting interpersonal relationships and work performance: Johann van Tonder, economist for Financial Wellness at Momentum.

18 Oct 2022 3AM 5 min

Calgro M3 to start building units on Sandton's doorstep

Independent analyst Jimmy Moyaha on M&R's collapse as it expects profits to be at least 100% lower. Wikus Lategan from Calgro on results as it maintains strong GP margins. Johann van Tonder from Momentum talks the state of SA consumer finances as it improved slightly in Q3 2022.

18 Oct 2022 1AM 19 min

[TOP STORY] Africans seek to develop their financial markets

The Absa Africa Financial Markets Index assesses levels of openness and development across 26 African countries: Anthony Kirui – head of global markets, Africa Regional Operations, Absa.

17 Oct 2022 4AM 6 min

Invest in companies not countries

Sanlam's Nick Kunze on the effects of the economic U-turn by UK Prime Minister Liz Truss. Absa's Anthony Kirui talks the Absa Africa Financial Markets Index which shows improving market infrastructure in the majority of African countries. John Rose from IZA Wealth on how investing is about companies not countries.

17 Oct 2022 1AM 19 min

[TOP STORY] Looking at Grindrod, Transnet, US inflation, jobs and interest rates

I think that the Fed is still far from over-hiking; if they don't get inflation under control the economy will go into recession: Mia Kruger – Kruger international.

14 Oct 2022 4AM 6 min

Karooooo sees 7% drop in client miles driven as economy bites

Kruger International's Mia Kruger talks Grindrod's latest update and US inflation data. Zak Calisto from Karooooo on results as profits hold firm. Simon offers his thoughts on the IMF's statement that 'the worst is still to come'.

14 Oct 2022 1AM 19 min

[TOP STORY] Despite current fears, look for opportunity

‘When sentiment indicators are this low, typically the next five years generate an 83% return’: Simon Fillmore – Independent Securities.

13 Oct 2022 4AM 6 min

Zeder still has value to unlock

Lonwabo Maqubela from Perpetua Investment Managers chats Zeder results and Steinhoff's operational update. Victoria Reuvers from Morningstar SA talks the impact of greylisting on our markets. Independent Securities's Simon Fillmore explains how the US selloff provides tactical offshore investment opportunities.

13 Oct 2022 1AM 21 min

[TOP STORY] Few ‘true’ tech stocks on JSE today

Deryck Janse van Rensburg from Anchor Capital mulls over the bid for AfroCentric, as well as present valuations for Medscheme, Datatec, EOH, Bytes and Alviva.

12 Oct 2022 6AM 4 min

STANLIB on its Khanyisa Impact Investment Fund.

Kholofelo Molewa - Credit Alternatives Portfolio Manager, STANLIB

12 Oct 2022 2AM 7 min

Tharisa moving bulk commodities via road to avoid Transnet

Anchor's Deryck Janse van Rensburg talks Sanlam as it plans to acquire a controlling, but not majority stake, in Afrocentric. Phoevos Pouroulis from Tharisa unpacks the company's Q4 and full year production report. STANLIB's Kholofelo Molewa on the impact and possible returns of the Khanyisa Impact Investment Fund.

12 Oct 2022 1AM 22 min

[TOP STORY] Meeting 2050 net-zero emissions target a pipe dream?

‘China has said they're not going to make it. They're aiming for 2060, which I think is more realistic’: Tasneem Samodien – Old Mutual Private Client Securities.

11 Oct 2022 3AM 6 min

Transnet strike makes now the time to buy Kumba and Thungela

Herenya Capital Advisors's Petri Redelinghuys on the charts for Thungela and Kumba as they both struggle with the Transnet force majeure. Where are the buying zones? Tasneem Samodien from Old Mutual talks the return to coal and if it’ll last. Marius Reitz from Luno on cryptos as Bitcoin is surprisingly…

11 Oct 2022 1AM 22 min

[TOP STORY] Looking at Mondi, now clear of its Russian business

Proceeds of the sale of the Russian assets could contribute to a special dividend, says research analyst Sameer Singh.

10 Oct 2022 4AM 6 min

Cannabis listing coming to the JSE

FNB's Wayne McCurrie on markets as they fall, despite US jobs data coming out strong. Old Mutual's Sameer Singh unpacks the investment case for Mondi as the share price continues to struggle.Gabriel Theron from Cilo Cybin on the company's proposed listing as a SPAC on the JSE.

10 Oct 2022 1AM 21 min