Reinet discount attractive for investors

Loading player...
Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.
27 Jan 2025 12AM English South Africa Business News · Business

Other recent episodes

Beer is old school, but is it investable?

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech investment options, does Datatec make the cut? Anthea Gardner from Cartesian Capital explores the price of fear and what it reveals about…
30 Oct 1AM 20 min

TSMC's value is at the heart of the tech trade

Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally. Altron Fintech’s Johan Gellatly unpacks the latest Household Resilience Index, while KPMG’s Frank Blackmore explores African CEO confidence, risks, AI and where SA stands.
29 Oct 1AM 20 min

[TOP STORY] The hidden toll of debt and why early action matters

If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial advisor’: Sebastien Alexanderson, Debt Advisors CEO Sebastien Alexanderson.
28 Oct 2AM 6 min