MoneywebNOW

Global small caps a giant market

Independent analyst Jimmy Moyaha talks the weak updates from both Omnia and MTN. Keith McLachlan of Integral Asset Management on his JSE-listed offshore small cap AMC (actively managed certificate). 10X Investments's Chris Eddy talks the pitfalls of tactical asset allocation in the short term.

8 Nov 2023 12AM 20 min

[TOP STORY] Making an office your home

Greg Blend and his Africrest team have been converting office buildings to apartments since 2016.

7 Nov 2023 1AM 6 min

AECI thriving, capitalising on commodity and agri sectors

FNB's Wayne McCurrie on Redefine results, is the worst behind them? Greg Blend from Africrest Properties on the opportunities and challenges of converting offices to residential. Dylan Govender from Investec discusses additional regulations impacting importers.

7 Nov 2023 12AM 20 min

The increased Reg 28 offshore limits for South Africans have real benefits

Money will be spent in South Africa at the end of the day. But you only benefit from this by investing in a globally diversified portfolio – Attila Kadikoy of Levantine & Co.

6 Nov 2023 1AM 7 min

Clicks vs Dis-Chem … both pricey; which is better?

Gary Booysen from Rand Swiss on Dis-Chem results, as revenue rises, but profits fall. Attila Kadikoy from Levantine & Co on why the increased Reg 28 offshore limits are not bad for the country or local exchanges. Cliffe Dekker Hofmeyr's Louis Botha on the tax implications of the MTBPS.

6 Nov 2023 12AM 21 min

[TOP STORY] Renergen interim loss ‘not surprising’

CEO Stefano Marani notes that Phase 1 LNG production is at full capacity and profitable, and the company is looking to an IPO on Nasdaq to bring Phase 2 fully into operation.

3 Nov 2023 3AM 7 min

Sibanye-Stillwater in a heap of pain

RMB's Matete Thulare on the Sibanye-Stillwater update, lots of pain … is there any hope? Renergen CEO Stefano Marani on recent results, funding requirements, the helium leak and Phase 2. Simon's thoughts on the power of time when investing.

3 Nov 2023 1AM 20 min

[TOP STORY] What’s it all about? Purple Group responds to the Thrive furore

All users need to do is ‘pitch up and spend less time or less money than you would on a cup of coffee’ – CEO Charles Savage.

2 Nov 2023 2AM 15 min

Telcos being squeezed on all sides

Lonwabo Maqubela from Perpetua Investment Managers talks MTN and Vodacom. Any value here? Sanisha Packirisamy from Momentum Investments reviews the MTBPS. Charles Savage of Purple Group defends the controversial R25 monthly fee for Thrive programme

2 Nov 2023 1AM 29 min

[TOP STORY] SA bonds more compelling than equities on a relative asset basis

Cash at most points in the cycle is not an especially compelling opportunity – on a standalone basis: Sean Neethling, Morningstar SA.

1 Nov 2023 2AM 5 min

Central Banks continue their gold buying spree

Alex Duys from Umthombo Wealth on Anheuser-Busch InBev results that saw revenues higher as volumes fell and Woolies buys Absolute Pets. Sean Neethling from Morningstar South Africa on the merits of cash as an asset class. Krishan Gopaul from the World Gold Council on their third-quarter report that saw continued…

1 Nov 2023 1AM 20 min

[TOP STORY] Chinese stimulus is coming as the real estate sector is being de-leveraged

After a recent visit, Faisal Rafi of RisCura reflects on aspects of the global giant’s economic recovery.

31 Oct 2023 2AM 5 min

Clicks still looks cheap

FNB's Chantal Marx FNB on Adcorp results as margins get squeezed. Faisal Rafi from RisCura offers economic insights from his recent trip to China. Manie Van Schalkwyk from the Southern African Fraud Prevention Service on avoiding tax-related scams now that returns have been submitted.

31 Oct 2023 12AM 19 min

[TOP STORY] Improving the profitability and performance of banks

According to a recent Bankscope report, South African banks are globally fairly weak on profitability – Kwaku Debrah at African Financial Services Practice of Partners in Performance.

30 Oct 2023 2AM 7 min

Fed set to continue rate pause

Sanlam's Nick Kunze on gold and his preferred gold stock as the yellow metal looks set for its highest monthly close ever. Luigi Marinus from PPS Investments on economic prospects as we head into the final two months of the year. Kwaku Debrah from Partners in Performance talks local banks…

30 Oct 2023 1AM 20 min

[TOP STORY] Afrimat interims include two ‘really exciting’ reports

First-half highlights include efficiency improvement in the construction materials business, and domestic sales of iron ore compensating for a weaker dollar and the reduction in volumes.

27 Oct 2023 3AM 6 min

Markets weak as gold approaches all-time highs

Petri Redelinghuys from Herenya Capital Advisors on the charts for US and local indices looking weak … should we be worried? Andries van Heerden from Afrimat unpacks the company's results as it more than doubled profits during the period. Simon offers his thoughts on the Microsoft vs Alphabet results.

27 Oct 2023 1AM 19 min

[TOP STORY] Companies Amendment Bill aims to improve employee remuneration gap disclosure

Nicola Malan from Malan Scholes Attorneys throws light on concerns regarding possible unintended consequences.

26 Oct 2023 2AM 6 min

Corporates semigrating to Cape Town boosting office demand

Wayne McCurrie from FNB Wealth & Investments on the DRD and Life Healthcare updates and results from Bytes Technology. Quintin Rossi from Spear Reit on results as they’re seeing corporates semigrating to Cape Town, boosting office demand. Nicola Malan from Malan Scholes Attorneys on the proposed new remuneration rules as…

26 Oct 2023 1AM 20 min

[TOP STORY] ODP licensing is around consumer protection

FSP brokers making derivative pricing – be it CFDs or options – need a licence, and the FSCA is going to pursue those unlicensed: Finalto MD Solomon Gounden.

25 Oct 2023 2AM 5 min