MoneywebNOW

Market punishing results that are only ‘decent’

Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.

5 Sep 1AM 20 min

[TOP STORY] Beyond play: Toys R Us bets on education, expansion and kidults

Chair Dr Phumla Mnganga gives insights into the toy subcategory and the educational benefits of play.

4 Sep 4AM 6 min

How GLP-1s are hitting food consumption trends

Lonwabo Maqubela of Perpetua Investment Managers on which results have stood out for him this season. Roy Bagattini, CEO of Woolies, on strong food and online growth versus a 50%+ plunge at Country Road Group in Australia. Dr Phumla Mnganga, chair of Toys R Us and Babies R Us, on…

4 Sep 1AM 22 min

[TOP STORY] Motus shows resilience in a tough market

CEO Ockert Janse van Rensburg reports ‘continued downtrading into more entry-level, less spec vehicles'.

3 Sep 2AM 7 min

Serving up profits: Food retailers to add to your portfolio

Chantal Marx from FNB Wealth & Investments on whether other food retailers are worth considering after Shoprite’s results. Shoprite CEO Pieter Engelbrecht unpacks results as Sixty60 revenue nears R19 billion and group revenue tops R250 billion. Motus CEO Ockert Janse van Rensburg on results and whether the recovery in local…

3 Sep 1AM 21 min

[TOP STORY] Can impact investing transform SA’s retirement funds?

‘It's just a good diversifying asset class that gives you tangible benefits for your communities’ – Zeyn Ismail from STANLIB.

2 Sep 3AM 7 min

Was the market overly harsh on Bidvest?

Independent analyst Jimmy Moyaha on Bidvest results, market reaction, and strong local vehicle sales hitting their highest August level since 2019. RCL Foods CFO Rob Field on results from the reshaped business, with all segments performing well despite tough conditions. STANLIB’s Zeyn Ismail on driving impact through private markets.

2 Sep 1AM 23 min

[TOP STORY] KAP’s tough 2025 H1 and even tougher H2

CEO Gary Chaplin notes: ‘We generated close to R500 million of free cash – and that is a key focus for the new CEO coming in’.

1 Sep 3AM 5 min

Stagflation fears giving gold a boost

Nick Kunze from Sanlam Private Wealth on Northam Platinum delivering decent results, even as PGM prices remained under pressure, while gold closed out the month firmly with a bullish move higher. KAP CEO Gary Chaplin reflects on a tough set of results, but highlights that the group’s new production facilities…

1 Sep 1AM 20 min

[TOP STORY] Renergen approved to become a fully owned subsidiary of ASP Isotopes

‘The world just needs a lot more power and it's going to struggle to find it,’ points out ASPI CEO Paul Mann.

29 Aug 4AM 7 min

Stadio results show them as best in the class

Odwa Magwentshu from Momentum on Implats, Rainbow Chickens, and Stadio results. ASP Isotopes CEO Paul Mann on their inward JSE listing, the Renergen deal, and growth plans. Simon on Trump’s impact on the Fed.

29 Aug 1AM 20 min

[TOP STORY] Bidcorp navigates financial growth amid global challenges

‘We are struggling with staff retention, and there are a lot of legislated increases across the world pushing wage levels higher' – CEO Bernard Berson.

28 Aug 3AM 6 min

Nvidia results shoot lights out … again

Kea Nonyana from Scope Prime on Nvidia results, Afrimat’s trading update, and Blue Label’s plan to list Cell C in November – a listing to watch? Bidcorp CEO Bernard Berson on results: a stronger H2 driven by Europe, while Astraslisia lagged. Curro CEO Cobus Loubser on results, lifted further by…

28 Aug 1AM 20 min

[TOP STORY] From trade wars to investment opportunities

Citadel’s Maarten Ackerman considers whether South Africa can position itself to benefit as a new global equilibrium emerges.

27 Aug 3AM 6 min

Strong markets boosting life insurer profits

Zimele Mbanjwa from FNB Wealth & Investments discusses the strong trading updates from Momentum and Old Mutual, what is driving their earnings growth, and whether there is still value in these shares. Andre van Deventer, CFO of Master Drilling, unpacks the company’s results and the reversal of last year’s equipment…

27 Aug 1AM 20 min

[TOP STORY] ADvTECH’s vision for education in Africa

CEO Geoff Whyte reports strong results on the back of rising student numbers and solid returns across Africa.

26 Aug 2AM 7 min

Risk on trade will rally markets into yearend

Herenya Capital Advisors’s Petri Redelinghuys on markets hitting new highs as Jerome Powell steps back from strict inflation targeting. ADvTech CEO Geoff Whyte reports strong results on the back of rising student numbers and solid returns across Africa. Italtile CEO Lance Foxcroft highlights another special dividend as the group grows…

26 Aug 1AM 23 min

[TOP STORY] Understanding D&O Insurance

Mongezi Mpahlwa of Cox Yeats breaks down Directors and Officers Insurance – what it is, why it matters, and what it doesn’t cover.

25 Aug 3AM 5 min

Powell pivots as the Fed backs off inflation worries

Alex Duys of Umthombo Wealth discusses Jerome Powell's pivot to focus on jobs. Mongezi Mpahlwa of Cox Yeats breaks down director and officers insurance – what it is, why it matters, and what it doesn’t cover.

25 Aug 1AM 18 min

[TOP STORY] Spur vs Famous Brands: A tale of two restaurant giants

‘Really good numbers’ from Spur, whereas ‘a whole lot has gone wrong’ for Famous Brands, comments Keith McLachlan of Element Investment Managers.

22 Aug 3AM 7 min