MoneywebNOW

Sasol has a R250bn valuation gap

Lonwabo Maqubela from Perpetua Investment Managers talks Sasol's R250 billion valuation gap and how it can be closed. Pieter Geldenhuys of the Institute for Technology Strategy and Innovation on their new AI masterclass. Dr Rutendo Hwindingwi unpacks his book on doing business in Africa, there are challenges but opportunity abounds.

6 Apr 2023 1AM 22 min

[TOP STORY] Thoughts on coal and Thungela Resources

The struggle is not to get the coal out of the ground; Thungela simply can't get it through Richards Bay Coal Terminal: Bruce Williamson – Integral Asset Management.

5 Apr 2023 3AM 7 min

Here's why the Sarb made the right repo rate call

Independent market analyst Karl Gevers on the Pick n Pay update and Murray & Roberts's plans to pay down its debt. Bruce Williamson from Integral Asset Management tracks coal prices and looks at whether Thungela is still worth holding. Viv Govender of Rand Swiss on why he thinks the Sarb…

5 Apr 2023 1AM 20 min

[TOP STORY] Calling for a simple national online short-term rental register

Now is the time for new rules that make it easy for ordinary South Africans, especially those in disadvantaged communities, to earn an extra income from hosting: Velma Corcoran from Airbnb.

4 Apr 2023 3AM 5 min

Local and global PMI shows supply chains back to normal

Carmen Mpelwane from Sanlam Investments unpacks AVI's results: how did it manage to protect margins given the tough economic environment? Miyelani Maluleke of Absa CIB discusses the March PMI numbers which slipped further but showed some positive signs. Airbnb's Velma Corcoran on the company's proposed regulation of short-term rentals and…

4 Apr 2023 1AM 19 min

[TOP STORY] Buy-to-let bounces back strongly, particularly in the Western Cape

Alan Rubin of ooba Home Loans outlines the pros and cons of borrowing to buy a property for short-term rental, particularly to tourists.

3 Apr 2023 3AM 6 min

Strong first quarter for markets

RMB's Matete Thulare talks first quarter returns on the global stock exchanges. Ronny Katz from Workforce Holdings unpacks the business's results and what its outsourcing model helps us understand about the local economy. RMB's Matete Thulare talks first quarter returns on the global stock exchanges. Ronny Katz from Workforce Holdings…

3 Apr 2023 12AM 21 min

[TOP STORY] Consumers must be cracking or on the verge of cracking

Despite load shedding, Spar now ‘looks quite appealing to us on a valuation basis’, says Evan Walker from 36ONE.

31 Mar 2023 3AM 9 min

Are central banks governors influencing other committee members?

Kea Nonyana of EA Capital Markets on Metair's results and Nampak's update. Evan Walker of 36One Asset Management discusses the state of the local consumer. Have they finally buckled under the weight of high inflation and interest rates and never-ending load shedding? Simon offers his thoughts on the pitfalls of…

31 Mar 2023 1AM 20 min

[TOP STORY] CoreShares by 10X basks in Morningstar Fund House Award

The award is for how a whole range of larger funds has done within an organisation, as MD Gareth Stobie explains.

30 Mar 2023 3AM 6 min

When will the MPC pause rate hikes?

Bianca Botes from Citadel Global on MPC expectations ... Another 0.25% increase or holding unchanged? CoreShares's Gareth Stobie talks investing as a passive fund wins the Morningstar Fund House Award for the third year in a row. Has the active versus passive debate been won ?Dino Zuccollo from Westbrooke Alternative…

30 Mar 2023 12AM 20 min

[TOP STORY] Banking crises now all the rage

Confidence is ‘massively important, not only in banking but in the whole financial industry’: Lehan Kruger – Glacier Invest.

29 Mar 2023 3AM 7 min

Chinese regulators shift to assisting big tech

Mia Kruger of Kruger International talks about the update from specialist Reit Stor-Age and offers her thoughts on Alibaba's plans to split into six units, is China back as a tech investment destination? Danie Pretorius from Master Drilling unpacks results as it shifts towards becoming a specialised mining contractor. Glacier…

29 Mar 2023 1AM 24 min

[TOP STORY] Three equity-investing metrics to watch

PE ratio, revenue growth and net debt to Ebitda are the important valuations when investing: Kyle Wales – Flagship Asset management.

28 Mar 2023 3AM 6 min

Thungela dividend disappoints as Transnet woes continue

FNB's Wayne McCurrie unpacks results from Thungela and takes a look at Woolies's conclusion of the David Jones sale. Roy Douglas from AdvTech on the company's strong year-end results and improving margins. Kyle Wales from Flagship Asset Management talks the three equity investing metrics to keep an eye on.

28 Mar 2023 1AM 22 min

Tax-free savings accounts differ from tax-free savings investments

What taxpayers can do to save a little more and earn more in retirement: Stian de Witt from NMG Benefits.

27 Mar 2023 3AM 6 min

Is Nasdaq- and JSE-listed Montauk Renewables worth a look?

Deryck Janse van Rensburg of Anchor Capital on Montauk Renewables as it expands in the US, and whether Life Healthcare or Netcare offer value as Mediclinic's delisting is approved. Stian de Witt from NMG Benefits on using tax incentives to save and earn more. Debtsource's Frank Knight on changes to…

27 Mar 2023 1AM 21 min

[TOP STORY] What's continuing to push our inflation sharply higher?

Load shedding and fuel-price increases are major drivers, but ‘your inflation is not the same as my inflation’, notes John Manyike, head of financial education at Old Mutual.

24 Mar 2023 3AM 8 min

Gold rising in response to investor concerns

Nick Kunze of Sanlam Private Wealth on Remgro results, MPC next week and if he is buying Transaction Capital. John Manyike, head Financial Education at Old Mutual, on inflation and food prices continuing to rise so sharply. Simon's thoughts on Steinhoff. What now?

24 Mar 2023 1AM 21 min

[TOP STORY] Afrimat Q4 Construction Index disappoints

The private and public sectors’ combined capital formation as a percentage of GDP in SA is more or less half the global average, which is frightening: Research economist Dr Roelof Botha.

23 Mar 2023 4AM 7 min