MoneywebNOW

Fantastic Lewis results

Nick Kunze from Sanlam Private Wealth unpacks results from Dis-Chem and Lewis. Philip Short of Flagship Asset Management offers insights on the GLP-1 producers Eli Lilly and Novo Nordisk. Alec Cutler of Orbis Investments explores alternative AI investment opportunities beyond Nvidia.

3 Jun 2024 12AM 19 min

[TOP STORY] Higher inflation likely for decades into the future

Current contributors to this long-term trend are the three Ds – demographics, de-globalisation and decarbonisation: OMIG investment analyst Sehrish Khan.

31 May 2024 3AM 9 min

A bumpy road ahead for the rand

Wayne McCurrie from FNB Wealth and Investments discusses the rand post-elections, Zeda's results and Woolies's disappointing update. Old Mutual Investment Group's Sehrish Khan on why inflation will be higher for longer. Simon shares his views on why attempting to time moving rands offshore is a mug's game.

31 May 2024 12AM 20 min

[TOP STORY] Nvidia produces quarter after quarter of outstanding growth

Rand Swiss’s Viv Govender points out that the whole of China cannot compare with what Nvidia is doing right now.

30 May 2024 3AM 6 min

Pepkor results reveal it as the Shoprite of clothing retail

Shaun Dendere from Trive South Africa talks about Pepkor results as fintech, and Brazil do well, and margins expand. Rand Swiss's Viv Govender discusses the Nvidia results, is there value here? Debra Slabber from Morningstar South Africa on expectations post elections and foreigners buying local bonds.

30 May 2024 1AM 19 min

[TOP STORY] 'Practically no chance of a rate cut this week'

Rhandzo Mukansi of Futuregrowth explains that while central banks are likely keen to cut interest rates, sticky inflation remains a risk.

28 May 2024 3AM 6 min

Tharisa sees a structural increase in chrome demand

Alex Duys of Umthombo Wealth on Tiger Brands results as it sees profit growth. Tharisa's Phoevos Pouroulis unpacks recent results and discusses the boom in chrome prices. Rhandzo Mukansi from Futuregrowth Asset Management highlights that starting with the MPC on Thursday, five central banks will announce rate decisions in the…

28 May 2024 1AM 21 min

[TOP STORY] Port challenges the only bleak spot in Reunert interims

Group CEO Alan Dickson says the company’s strong cash flow enables the payment of good dividends.

27 May 2024 2AM 7 min

Quantum results soar, but stock still expensive

Faheema Adia from Momentum Securities discusses Quantum Food Group's results: Heps surged, but the stock is pricey. Alan Dickson, Group CEO of Reunert, analyzes the company's strong performance across all segments except one. Chris Vorster, Stadio's CEO, explains Stadio's approach to rewarding staff and students and how distance learning can…

27 May 2024 1AM 22 min

[TOP STORY] 'Commodities are things made by Mother Nature, not in boardrooms'

Andy Pfaff, CEO at Coherent Capital Management, on their Coherent Global Commodity Investment portfolio.

24 May 2024 5AM 5 min

Investec FSCA probe could cost £30m

Schalk Louw from PSG Old Oak discusses Investec's strong results and Bidcorp's positive update, which has been bolstered by bolt-on acquisitions and lower food inflation. Andy Pfaff, CEO of Coherent Capital Management, discusses their commodity AMC, explaining its mechanics and highlighting current trends. He also introduces their new AMC, which…

24 May 2024 1AM 19 min

[TOP STORY] Spear Reit annual results show office vacancies contracting

The Liberty Life building transfer to Capitec takes place ‘later this week and effectively will push up our hedge ratio closer to 60%’ – CEO Quintin Rossi.

23 May 2024 2AM 6 min

Pick n Pay has a plan, but will it work?

Odwa Magwentshu from Trive South Africa discusses Southern Sun's results and maiden dividend and the market-loving Pick n Pay update. Bradley Elliott from RelyComply offers insights on the new compliance deadlines to combat money laundering. Spear Reit's Quintin Rossi unpacks the company's strong results.

23 May 2024 12AM 20 min

[TOP STORY] TWK Agri holds up despite headwinds

The big story in the interim results was the contamination of woodchip stockpiles by a neighbouring fire: MD Andre Myburgh.

22 May 2024 3AM 6 min

These are the 3 reasons why PGMs are on the up

Kieran Witthuhn from Anchor on what’s driving PGM prices higher and whether it is sustainable. Andre Myburgh from TWK Agri discusses challenging results due to woodchip contamination caused by a fire in a nearby facility. Dany Mawas of Finalto South Africa discusses the use of an ODP licence by another…

22 May 2024 1AM 19 min

[TOP STORY] Astral Foods interims: Revenue up, but avian flu a possible winter concern

After a tough year CEO Chris Schutte looks forward to possible vaccination permits, less load shedding, an improved maize harvest and higher margins in time.

21 May 2024 3AM 7 min

Consumer stock results show increasing pressure

Independent analyst Carmen Mpelwane discusses tough Balwin and Famous Brands results, which saw revenue up but profits down as costs hurt. Chris Schutte, CEO of Astral Foods, discusses the company's latest results. Profit is roaring back as avian influenza is largely gone. Bianca Botes, Citadel Global, offers insights on what…

21 May 2024 1AM 20 min

[TOP STORY] Copper trading at all-time highs

Petri Redelinghuys of Herenya Capital Advisors tells South Africans how they can get some exposure to ‘Dr Copper’.

20 May 2024 2AM 6 min

World markets booming, but valuations are lofty

Nick Kunze from Sanlam Private Wealth discusses Richemont's results and new CEO. Many global indices are at or near all-time highs … is it a bull market? Petri Redelinghuys from Herenya Capital Advisors discusses opportunities for exposure as copper surges to all-time highs. FNB Commercial's Paul Makube talks emerging trends…

20 May 2024 1AM 20 min

[TOP STORY] Afrimat year-end results reflect good performance all round

CEO Andries van Heerden looks forward to ‘fixing up’ Lafarge while Nkomati continues ramping up strongly.

17 May 2024 3AM 7 min