MoneywebNOW

Coronation offers value if investors can look past the Sars provision

FNB's Sithembile Bopela talks Coronation's results as it skips the dividend due to the Sars fine provision. Is there value post the fine? Phoevos Pouroulis from Tharisa on results which were boosted by chrome prices as PGM production falls 16%. Vanessa van Vuuren from Sanlam Investments on opportunities in the…

24 May 2023 1AM 20 min

[TOP STORY] Spear Reit results for year-end February see revenue up, distributions up

Load shedding and semigration are bringing some return to office, which bodes well for our vacancies – CEO Quintin Rossi.

23 May 2023 3AM 5 min

Astral’s profit destroyed by government failure

JD Klopper from Mentenova unpacks results from Famous Brands and Balwin. Quintin Rossi of Spear Reit on strong results as its Western Cape focus pays off. Astral's Chris Schutte on results as diesel costs hit profits and the dividend is suspended.

23 May 2023 12AM 20 min

[TOP STORY] Dis-Chem's baby, health insurance units gaining traction

The group’s introduction of its health-insurance product and the implementation of clinics into Baby City stores are getting good traction: CFO and CEO designate Rui Morais.

22 May 2023 3AM 7 min

Local banks are cheap ... but risky

Nick Kunze from Sanlam Private Wealth talks SA banks as they sell off. Rui Morais, CFO and CEO designate of Dis-Chem on results as their health insurance products gain traction. FNB's Carla de Waal explains why unit trusts are a great starting point for investors.

22 May 2023 1AM 20 min

[TOP STORY] Afrimat looking at opportunities like a kid in a candy shop

‘The amount of opportunity available right now is absolutely amazing, and we are sitting with a debt-free balance sheet’ – CEO Andries van Heerden.

19 May 2023 3AM 9 min

Be prepared ... could the Sarb raise rates 0.75% next week?

RMB's Matete Thulare on the rand. Where does he think it’s heading in the short term, and what potential impact will it have on inflation and rates? Andries van Heerden from Afrimat on results that saw Heps off 15.7% and a new segment, Future Materials and Metals. Simon offers his…

19 May 2023 12AM 20 min

[TOP STORY] As a business and retirement destination Mauritius is booming

Dani van Vuuren from the Sovereign Group outlines attractive options for South Africans considering moving to the island.

18 May 2023 2AM 5 min

At under $100 Disney is offering great value

Gary Booysen from Rand Swiss talks Disney's results which prompted a selloff. The stock is now 50% off the highs; surely this offers value?Elize Kruger, independent economist, on BankservAfrica’s take-home pay report that shows we are indeed poorer.Dani van Vuuren from Sovereign Group talks Mauritius investments and residency options.

18 May 2023 1AM 19 min

[TOP STORY] Cash is giving a very good return

Locally it has been about industrials; resources and financials are struggling: Luigi Marinus – PPS Investments.

17 May 2023 3AM 7 min

Why Vodacom and MTN aren’t a buy

Mia Kruger from Kruger International compares Vodacom results to MTN. Which is her pick? Jeffrey Wapnick from Octodec on results as the company hikes the dividend 20%. PPS Investments's Luigi Marinus on the markets so far in 2023.

17 May 2023 1AM 21 min

[TOP STORY] Expensive credit piles on pressure

We see consumers needing to use about 65% of their net income to service debt obligations: Benay Sager – head of Debt Busters.

16 May 2023 3AM 5 min

Raubex preferred as Sanral and renewable are spending

Anchor's Reko Nare talks Raubex's solid results including good growth in renewables. Wikus Lategan from Calgro M3 talks financials as Heps increases over 50% after good cost controls and margin improvements. Benay Sager from DebtBusters on their Q1 survey which shows indebted South Africans have 38% less purchasing power than…

16 May 2023 1AM 22 min

[TOP STORY] Santova and Master Drilling two small caps earning hard currency

‘I love both of those’, says Keith McLachlan of Integral Asset Management. ‘I think the starting point here has to be you're buying rand-hedge stocks.’

15 May 2023 3AM 6 min

Very strong Richemont results, but valuations are stretched

FNB's Wayne McCurrie on Richemont's strong results, as luxury continues to boom. Keith McLachlan from Integral Asset Management on local small caps benefiting from a weaker rand. Damian Bunce of Exness on the evolution of trading and the best broker models.

15 May 2023 1AM 21 min

[TOP STORY] The spectre of winter’s electricity constraints

EIUG CEO Fanele Mondi believes members could assist Eskom in terms of maintenance in the months ahead.

12 May 2023 3AM 9 min

Is now the time to buy Transaction Capital?

Independent analyst Karl Gevers chats results from Sappi and a strong update from RFG Holdings. Fanele Mondi from the Energy Intensive Users Group on their proposal to coordinate maintenance with Eskom ... although it won’t solve a tough winter of load shedding. Simon's thoughts on what is next for Transaction…

12 May 2023 12AM 20 min

[TOP STORY] Avon moves from direct selling into shopping centres as well

MD Mafahle Mareletse for Turkey, Middle East and Africa says: ‘We want to venture into retail so that people who have never had access to our brands and products can trial them.’

11 May 2023 3AM 5 min

Corporate travel boosting leisure stocks

Lonwabo Maqubela from Perpetua unpacks the update from Southern Sun which shows continued demand for leisure. David Hurwitz of Transaction Capital on results that saw the stock down another 20%. Avon's Mafahle Mareletse talks moving into traditional retail and make-up sales as consumers struggle.

11 May 2023 1AM 20 min

[TOP STORY] How thematic investing relates to traditional investment

The Momentum Future Trends Fund identifies six main investment themes which include climate change, technological innovation, demographic change, the shifting of economic power from the West to the East, lifestyle and space exploration: Fund manager Jako de Jager.

10 May 2023 3AM 6 min