MoneywebNOW

Truworths update shows negative volumes

Independent analyst Carmen Mpelwane unpacks Truworths's weak update and Grindrod's Mozambique problems. Sappi CEO Steve Binnie on a strong end to the 2024 financial year. Simon's thoughts on finding snippets of useful, actionable data in the haystack.

7 Nov 2024 11PM 18 min

[TOP STORY] Are you using AM ETFs in your portfolio?

In South Africa we can list both transparent or non-transparent actively managed ETFs. ‘I think that's what's driving some of the uptake’ – Niki Giles, head of strategy at Prescient Fund Services.

7 Nov 2024 1AM 6 min

Top Trump trades

Petri Redelinghuys of Herenya Capital Advisors discusses his top Trump trade. Joe Klopper from Independent Securities examines how Trump's victory could influence the South African economy. Niki Giles from Prescient Fund Services unpacks the buzz around active ETFs.

7 Nov 2024 12AM 20 min

[TOP STORY] Pan African steams ahead in both Australia and SA

Having exited the Sudan exploration for now and acquiring the former largest and highest-grade open-pit gold mine in Australia, the company is also expecting ‘fantastic success’ with Mintails – CEO Cobus Loots.

6 Nov 2024 2AM 6 min

Sibanye-Stillwater update hints that the worst is behind it

Matete Thulare from RMB discusses Sibanye-Stillwater’s recent production update, which hints that while challenges remain, the company may have put the worst behind them. Pan African Resources CEO Cobus Loots shares insights on suspending their exploration in Sudan while proceeding with the acquisition of an Australian gold mining asset. Meanwhile,…

6 Nov 2024 12AM 22 min

[TOP STORY] Finding direction in the rarefied air of market all-time highs

‘If we don't know how long that trend's going to be in place, why not just lock in the profits; tighten that stop-loss as the market moves into new high territory,’ suggests IG's Shaun Murison.

5 Nov 2024 1AM 5 min

Airbus vs Boeing, is either investable?

Kieran Witthuhn of Anchor discusses Boeing's challenges and potential opportunities amid strong demand. Redefine CEO Andrew König reviews results indicating a recovery in the local property sector. Shaun Murison from IG explains how charts can set targets when stocks hit all-time highs.

5 Nov 2024 12AM 21 min

[TOP STORY] Invested in offshore snacking and US health foods

Keith McLachlan from Integral Asset Management highlights strong performance in two niche offshore stocks – Lotus Bakeries and Sprouts Farmers Market

4 Nov 2024 2AM 7 min

US elections: Markets in for a ride

Independent analyst Jimmy Moyaha previews a big week ahead with the US elections, FOMC, and BoE rate decisions. Keith McLachlan from Integral Asset Management highlights strong performance in niche offshore stocks. Absa's Sello Sekele notes October’s positive PMI data as a good sign for interest rates and consumer confidence.

3 Nov 2024 11PM 20 min

[TOP STORY] Active trading is really not for everybody

Garth McKenzie of Traders Corner points out that CFD and futures providers are now compelled by law to put a note on the top of their website about what percentage of their clients lose money – for good reason.

1 Nov 2024 2AM 9 min

As the US votes expect market volatility

Alex Duys from Umthombo Wealth on AB InBev's declining US beer sales and Adcorp's challenging market results. Garth McKenzie from Traders Corner shares top lessons he wishes he knew earlier. Simon’s take on next week’s anticipated US election volatility: best strategy – do nothing.

1 Nov 2024 1AM 19 min

[TOP STORY] Mid- to upper-tier spending takes a hit as township economies thrive

‘We do believe [there is] a huge uptick in township economy spending, but that's predominantly still cash although there are a lot of incentives to digitise spending there’ – Isana Cordier from Absa CIB.

31 Oct 2024 3AM 5 min

Finance minister hints at lower inflation target

Lonwabo Maqubela of Perpetua Investment Managers unpacks the MTBPS. Absa CIB's Isana Cordier shares insights from their latest Merchant Spend Analytics report. Richard Hill of Stonehage Fleming explains the growing interest in private market assets.

31 Oct 2024 12AM 20 min

[TOP STORY] Trump vs Harris: How US policies could shake global markets

Prescient's Bastian Teichgreeber considers the possible implications for South African investors.

30 Oct 2024 2AM 6 min

Should we value Shoprite like Uber?

Gary Booysen from Rand Swiss discusses whether Shoprite is dominating food retail in South Africa. Investec's Tertia Jacobs highlights key points to watch in the upcoming Mid-Term Budget Policy Statement. Prescient's Bastian Teichgreeber examines the potential market volatility surrounding next week’s US election and its implications for South African investors.

30 Oct 2024 1AM 20 min

[TOP STORY] The art of identifying ineffective strategies

Cherryflava Media founder Jonathan Cherry points out that in some big company results the ‘strategy’ reflects a mere wish list.

29 Oct 2024 3AM 7 min

Balwin battles as consumers struggle

Independent analyst Carmen Mpelwane discusses Pick n Pay's horror results as the market anticipates Boxer’s listing. Balwin Properties CEO Steve Brookes comments on their halved profits. Cherryflava Media founder Jonathan Cherry on the art of identifying ineffective strategies.

29 Oct 2024 12AM 20 min

[TOP STORY] SA’s Black Friday 2024 expected to generate spending 17.3% up from 2023

‘There's a lot of what we call shoppertainment happening in store. I'm clicking and collecting, but I also want to go and see what new trend is happening’, explains Gerhard le Roux of Capital Connect.

28 Oct 2024 3AM 6 min

US Inflation Reduction Act good news for Sibanye-Stillwater

Petri Redelinghuys from Herenya Capital Advisors on Sibanye-Stillwater’s positive boost from the latest US Inflation Reduction Act update. Andries van Heerden, CEO of Afrimat, shares insights on the Lafarge integration — any unexpected developments? Gerhard le Roux from Capital Connect discusses the economic impact of Black Friday in South Africa,…

28 Oct 2024 12AM 20 min

[TOP STORY] Spear Reit interims show positive momentum

CEO Quintin Rossi believes it was ‘the first half year that all of our sub-sectoral investment assets have made a contribution towards the performance’.

25 Oct 2024 2AM 8 min