This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Despite stock jump Richemont still isn’t pricey

Loading player...

Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the good and the bad.

17 Jan 2025 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Purple Group growth slows, but Savage optimistic on future prospects

CEO Charles Savage discusses growth strategies amid challenging market conditions. ‘I think active ETFs will displace unit trusts over the next decade or so.’

13 Nov 2AM 9 min

Nvidia: What now?

A look at Nvidia and which South African consumer stocks could benefit from a recovery in discretionary spending. Plus, what upcoming credit rating reviews could mean for SA’s markets.

13 Nov 12AM 22 min

[TOP STORY] Property owners wait for municipal improvements post elections

‘As landlords across the board, we have to think about how we survive with the disruption around us, rather than sitting around and waiting for a solution to happen’: Dipula Properties CEO Izak Peterson.

12 Nov 1AM 6 min

Anthropic’s mega IPO: Buy the hype or sit it out?

Analysis of Anthropic’s potential $1.5trn IPO. Plus, Dipula Properties’s strong results and its exit from residential property.

12 Nov 12AM 19 min

[TOP STORY] Is modern investing as simple as selecting a few stocks or ETFs?

Queen Mahachi from Citadel explains why access to investments isn't the same as financial advice, and where professional advisors add real value.

11 Nov 2AM 6 min

All episodes