MoneywebNOW

What the NHI means for healthcare stocks

Lonwabo Maqubela from Perpetua Investment Managers on healthcare stocks on the JSE in the wake of the NHI Bill being signed into law. Zak Calisto, CEO of Karooooo, unpacks their full-year results. Ninety One's Paul Hutchinson discusses the 2023 Quantitative Analysis of Investor Behaviour (QAIB) study, which shows that we’re…

16 May 1AM 21 min

[TOP STORY] Octodec interims: Costs rising, yet revenue up

An exciting project for the Reit ‘is something we call Yethu, which is a residential conversion. We recognise in South Africa that people need cheap accommodation’ – MD Jeffrey Wapnick.

15 May 3AM 6 min

Anglo Plat and De Beers both facing existential crisis

Independent analyst Jimmy Moyaha discusses the latest developments around Anglo American. The miner wants to spin out Anglo Platinum and De Beers to create value. Could De Beers return to the JSE after delisting in 2001? Octodec MD Jeffrey Wapnick discusses the company's interim results. Sanan Pillay from Sanlam Investments…

15 May 1AM 21 min

[TOP STORY] Calgro M3 year-end results: revenue off but a maiden dividend

‘This year we sold to the open market. We didn't have any bulk student housing, social housing, fully subsidised housing’: CEO Wikus Lategan.

14 May 3AM 7 min

WeBuyCars's maiden results show strong market share gains

Kea Molefe from Trive South Africa on maiden results from WeBuyCars as it gains market share and Vodacom results see revenue rise (thanks Egypt) but profits fall. Wikus Lategan, CEO of Calgro M3, on results as it shifts strategy and pays its first-ever dividend. Raubex CEO Felicia Msiza discusses strong…

14 May 1AM 22 min

[TOP STORY] Tax-free savings and the importance of cultivating the saving habit

‘Appreciate that money takes a long time to accumulate,’ but with discipline it will grow: Caroline Naylor-Renn, 10X Investments.

13 May 3AM 5 min

Costs prove a problem at this stage of the commodity cycle

Schalk Louw from PSG Old Oak on the Sibanye-Stillwater update: Earnings fall ±R6 billion, and debt covenants are at risk. Sean Walsh, CEO of KAL Group, unpacks results as revenue slips slightly, but earnings increase 7%. Caroline Naylor-Renn, COO of 10X Investments, discusses strategies for saving for children and leveraging…

13 May 1AM 20 min

[TOP STORY] What happens to money that leaves the financial system?

Hawken McEwan, director of compliance at DocFox, explains the tracking of funds following suspicious financial transactions.

10 May 3AM 8 min

Sappi and KAL doing their best despite tough conditions

Mia Kriegler from Kruger International talks results from Sappi and KAL, both of which saw cost savings boosting earnings. Hawken McEwan of Compliance DocFox discusses the importance and benefits of Fica in a regulated world. Simon offers his thoughts on what it would take to get SA Inc stocks rallying.

10 May 12AM 20 min

[TOP STORY] CMH delivers 14% dividend yield despite a challenging year

European vehicles are almost priced out of the market, and China and India are making quality vehicles often at really attractive prices: CEO Jebb McIntosh.

9 May 3AM 5 min

AB InBev sees strong operational leverage

Matete Thulare from RMB comments on the unexpectedly robust Q1 2024 results of Anheuser-Busch InBev, which were positively received by the market. Jebb McIntosh, CEO of CMH, discusses the results from a challenging period but highlights a substantial dividend yield. Brian Irvine from Investec talks about addressing the infrastructure funding…

9 May 12AM 20 min

[TOP STORY] There is a surprising comeback in SA’s office sector

John Jack of Galetti Corporate Real Estate discusses office rental reversions, the demand for non-premium space, corporate semigration and industrial investment in solar power.

8 May 4AM 7 min

Gold Fields’s costs soar as production collapses

Independent analyst Jimmy Moyaha on the Gold Fields trading update, which saw costs soaring while production fell. Sebastian Pillay of FNB introduces the launch of new ETNs on the JSE, tracking Nvidia, Eli Lilly, Palo Alto, and Booking Holdings. John Jack, CEO of Galetti Corporate Real Estate, on four factors…

8 May 1AM 20 min

[TOP STORY] The local Bond Index has performed slightly better than equities

‘I think the concept of bonds is misunderstood at times, which is quite unfortunate. They're a very important asset class’: Siyabulela Nomoyi – quantitative portfolio manager, Satrix.

7 May 3AM 6 min

Redefine seeing green shoots in some office regions

Independent analyst Carmen Mpelwane talks the local Reit sector as it struggles with vacancies, high rates and inflation. Andrew König, Redefine CEO, on results as interest costs rise 14.1% and office continues to struggle. Satrix's Siyabulela Nomoyi discusses bonds, with the Namibian Bond ETF in the spotlight.

7 May 1AM 20 min

[TOP STORY] Legalities around landlords, tenants and rental agreements

The increasing trend towards rental may be for reasons of cost, but sometimes just for flexibility: Alex de Wet – Cliffe Dekker Hofmeyr

6 May 2AM 6 min

Weaker US jobs data boosts rate cut expectations

Nick Kunze from Sanlam Private Wealth unpacks Netcare's trading update and the disappointing US jobs data. Is this good news for rate cuts? Alex de Wet of Cliffe Dekker Hofmeyr offers tips for protecting yourself in the booming rental market. Morningstar SA's Roné Swanepoel on the insane power of compounding…

6 May 1AM 20 min

[TOP STORY] Decarbonisation, energy security and AI

‘Dirty’ energy isn't something that is going to be eliminated over five or 10 years. It will take 20, 30, 40, 50 years: Alex Monk from Schroders.

3 May 3AM 8 min

Looking through election rhetoric as investors

Gary Booysen of Rand Swiss discusses adjusting his domestic portfolio given robust April PMI figures and the implications of Sasol's CFO's brief tenure. Schroders's Alex Monk on energy security and the implications for the energy sector. Simon shares his thoughts on RSA Retail Savings Bonds rates for May, which are…

3 May 12AM 20 min

[TOP STORY] Sygnia ETF changes: What investors need to know

Holders of The Fourth Industrial Revolution and the Faang AI ETFs need to ‘look under the hood’ to fully understand the impending differences and implications.

2 May 4AM 8 min