MoneywebNOW

17 Mar - Changing investor behaviour and house prices in 2020

Wayne McCurrie of FNB Wealth and Investment talks Shoprite as results show it's printing cash. Thomas Brennan, CEO of Franc, on changing investor behaviour in the last year. Paul-Roux de Kock from Lightstone unpacks house price increases in 2020, what were the drivers?

17 Mar 2021 1AM 21 min

[TOP STORY] Reasonable numbers from the education sector

Thoughts on Stadio and ADvTECH, as well as Mr Price, Yuppiechef, City Lodge and Sun International: Nesan Nair from Sasfin Securities.

16 Mar 2021 2AM 7 min

16 Mar - Investment case: Ethos Capital

Sasfin's Nesan Nair talks education stocks and Mr Price's YuppieChef acquisition. Graeme Korner unpacks private equity and chats Ethos Capital Partners.

16 Mar 2021 1AM 20 min

[TOP STORY] Valuing junior/exploration miners

‘Management is a key variable ... [but] there is real resource risk’: small-cap analyst Keith McLachlan

15 Mar 2021 2AM 6 min

15 Mar - 2021 GDP forecasts and banking trends

Petri Redelinghuys of Herenya Capital Advisors talks banking stocks. AlphaWealth's Keith McLachlan on how to value an exploration miner. PWC's Lullu Krugel on what to expect from GDP for the year(s) ahead.

15 Mar 2021 1AM 20 min

[TOP STORY] Sanlam favoured in the local insurance space

‘They're changing the way the distribution model works. ... I think this is something that can release significant profits for the business’: Gary Booysen from Rand Swiss.

12 Mar 2021 2AM 5 min

12 Mar - Inflation to increase, no rate hike expected

Rand Swiss's Gary Booysen reviews local insurers and their results. Steven Brown, Fortress CEO, unpacks financials as overall vacancies drop from 8.9% to 6.8%. Wikus Furstenberg from Futuregrowth talks the bond market and worries about inflation.

12 Mar 2021 12AM 19 min

[TOP STORY] Annual results from MTN – but no dividend

MTN is a high-risk story, struggling to repatriate cash out of Nigeria and with legal troubles in Syria: Chantal Marx from FNB Wealth and Investments.

11 Mar 2021 2AM 5 min

11 Mar - Regulation boosts local hedge fund industry

FNB's Chantal Marx talks local telcos and MTN results. Metrofile CEO Pfungwa Serima on document storage, debt and the buyout offer. Hayden Reinders of Asisa looks at hedge funds as they come in from the cold.

11 Mar 2021 12AM 19 min

[TOP STORY] AfroCentric reports on half year to December

The owner of Medscheme is diversifying its portfolio with the likes of pharmaceuticals, virtual consultations and vaccine rollouts.

10 Mar 2021 2AM 6 min

10 Mar - AdaptIT looks to return to strategy of acquisition growth

Viv Govender of Rand Swiss on the market after local GDP numbers. AdaptIT CEO Sbu Shabalala on decent results as annuity income grows. AfroCentric CEO Ahmed Banderker on diversity boosting results.

10 Mar 2021 12AM 20 min

[TOP STORY] A look at NFTs, or non-fungible tokens

‘I don't think too many people in the traditional financial world are losing sleep because I think they're fairly dismissive of the technology because they don't understand what's about to happen to them’: Simon Dingle – founder and CEO, Inves Capital.

9 Mar 2021 2AM 9 min

9 Mar - What can we expect from today's GDP data?

Mia Kruger of Kruger International as results continue to pour in. Inves Capital's Simon Dingle on non-fungible tokens (NFTs). RMB's Mpho Molopyane on 2020 local GDP data due later Tuesda.

8 Mar 2021 11PM 20 min

[TOP STORY] Insights into Warren Buffett’s annual letter

The CEO of Berkshire Hathaway’s theme, ‘buy the good stuff at the good price and in an ideal world hold it forever’, seems to have wobbled a bit over the past year: Schalk Louw from PSG Old Oak.

8 Mar 2021 2AM 8 min

8 Mar - How long until China overtakes the US?

Nick Kunze of Sanlam Private Wealth on the Nasdaq being red year to date. Johann Els, Old Mutual Investment Group, on China's ‘promise’ to grow GDP 6% in 2021. PSG's Schalk Louw talks his top takeaways from Warren Buffet's annual shareholder letter.

8 Mar 2021 12AM 22 min

[TOP STORY] Not a bad year for Grindrod

CEO Andrew Waller reports that 60% of the company’s revenue is now from outside South Africa, in Africa, with considerable exposure in Northern Mozambique.

5 Mar 2021 2AM 5 min

5 March - Grindrod reports solid annual results, and the key to wealth creation

Matete Thulare of RMB on markets, as we see more red locally. Grindrod CEO Andrew Waller on results and how commodity and citrus demand helped. Pravesh Sunker of RMB Private Bank on leveraging assets to grow wealth.

5 Mar 2021 12AM 19 min

[TOP STORY] Standard Bank delivers pithy update

‘Pockets of value start in Tokyo’: Gary Booysen – portfolio manager at Rand Swiss

4 Mar 2021 2AM 5 min

4 March - Housing demand remains strong and M&R reports loss

Gary Booysen of Rand Swiss on markets as the JSE hits another record close. Murray & Roberts CEO Henry Laas on results as they swing into a pandemic-induced loss. Calgro M3 CEO Wikus Lategan unpacks business and prospects for the housing construction sector.

4 Mar 2021 12AM 22 min

[TOP STORY] A cunningly alternative way to put away that tax-free R36 000

ETFs ‘are going to give me very good and strong capital gains over the long term, because that's where and how I'm going to be saving the most tax’: Nerina Visser – director, etfSA.

3 Mar 2021 1AM 7 min