Schalk Louw from PSG Old Oak on strong Standard Bank results with NIR up 15% and a grim Truworths update. Investec’s Vernon Sinden talks a new transhipment model sending US-bound goods via Europe. Simon on why valuations ultimately always matter.
Kea Nonyana from Scope Prime on positive market reaction to Grindrod and Capitec updates. Lee Naik, TransUnion Africa CEO, on July vehicle sales hitting a multi-year high of over 50k units. Citadel's Kirsten Smit on the rise and role of family offices.
Sithembile Bopela of FNB Wealth & Investments on Sasol’s stronger H2 update – stock remains cheap, but is there real value? Sean Wibberley, CEO of Weaver Fintech, on strong results as fintech now makes up over 90% of profit with retail in the background. Charl de Villiers of Ashburton Investments…
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