Thungela dividend disappoints as Transnet woes continue

--:--

FNB's Wayne McCurrie unpacks results from Thungela and takes a look at Woolies's conclusion of the David Jones sale. Roy Douglas from AdvTech on the company's strong year-end results and improving margins. Kyle Wales from Flagship Asset Management talks the three equity investing metrics to keep an eye on.

28 Mar 2023 1AM English South Africa Business News · Business

Other recent episodes

[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

All episodes