Moneyweb Radio MoneywebNOW

Clicks at decade-low valuation: Buy or beware?

Loading player...
Independent analyst Jimmy Moyaha unpacks Clicks, now trading on a PE roughly half its decade-long average. Is this a rare value opportunity, or are investors witnessing a changing of the guard? Eric Levenstein of Werksmans Attorneys discusses the business rescues of Murray & Roberts and Group Five, and what their success says about South Africa’s rescue framework. Frank Knight, CEO of Debtsource, looks at the risks elevated interest rates continue to pose for South African businesses.
7 Jul 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Expanding SA-China economic partnerships makes sense

China’s zero-tariff policy, ‘when you're doing your numbers and looking at margins, looking at that certainty … starts to really make a good case for why the East is worth considering’ by certain African businesses and sectors: Luthando Vuba from Standard Bank Business and Commercial Banking
16 Sep 2AM 6 min

Attacq’s offices are back in demand

Zimele Mbanjwa from FNB Wealth & Investments unpacks the Premier Group update, which now includes RFG, the likely closure of its fruit-processing plant, and the latest from iOCO. Jackie van Niekerk, CEO of Attacq, discusses strong full-year results, with both office and logistics delivering. Luthando Vuba from Standard Bank looks…
16 Sep 1AM 21 min

Optasia expects markedly weaker second half

Alyssa Viljoen, MD at Merchant West Investments, unpacks Optasia’s strong H1 results and the guidance pointing to a much weaker H2. Warren Buys from Private Client Holdings weighs in on rising US bond yields as the 10-year hits 5.0%. Plus, Bandile Mathebula, founder of Shares Worldwide, discusses his ‘Fundamentals Never…
15 Sep 1AM 21 min
All episodes