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Lonwabo Maqubela Perpetua Investment Managers talks Spar results vs other retailers. Keith McLachlan Integral Asset managers on local preference shares ... the market is shrinking but the yields are great. Gontse Tsatsi from Old Mutual Investment Group on how missed opportunities at WEF present a chance for Africa to create…

9 Jun 2022 1AM 21 min

[TOP STORY] Thoughts on community-driven lending to SMMEs

SA banks’ lending policies are ‘atrocious’, claims Redge Nkosi of Firstsource Money.

8 Jun 2022 3AM 7 min

Q2 GDP could be negative after April flooding

RMB's Matete Thulare chats Sygnia's results. Economist Dr Chris Harmse talks local GDP data as the economy finally gets back to pre-pandemic size. Redge Nkosi from Firstsource Money on the role of banks in underpinning the health of an economy.

8 Jun 2022 12AM 22 min

[TOP STORY] Is the South African consumer in a perilous position?

Evan Walker of 36ONE considers the high ratings of Clicks, Shoprite/Checkers and Dis-Chem – and the possibility of shorting the shares as scarcities loom.

7 Jun 2022 2AM 7 min

'This is why we love Renergen'

Independent analyst Jimmy Moyaha on the Fortress Reit update (which shows office is still a problem) and Renergen securing funding for phase 2. Evan Walker of 36ONE Asset Management on the state of the local consumer; and Just SA CEO Deane Moore talks retiree trends.

7 Jun 2022 1AM 21 min

[TOP STORY] Are we seeing pent-up demand for new vehicles?

People are buying down and rental fleets are also buying, obviously in anticipation of both internal and foreign tourists: Mark Dommisse – chair, National Automobile Dealers’ Association.

6 Jun 2022 2AM 4 min

Are we staring into the eye of an economic hurricane?

Sanlam's Nick Kunze talks the economy as JPMorgan Chase's Jamie Dimon warns of an economic hurricane coming. AME's Dave Tiltmann unpacks the company's strong results and the changing trends in advertising. Mark Dommisse from NADA on how pent-up demand is keeping SA's new-vehicle market afloat.

6 Jun 2022 12AM 20 min

[TOP STORY] Capital Appreciation delivers impressive FY numbers

‘One of the key features of our businesses is they are asset-light. We don't pay traditional big working-capital items like inventory and receivables’: CFO Alan Salomon.

3 Jun 2022 2AM 7 min

Petrol price: Will the OPEC+ production increases help?

RMB's Matete Thulare talks the rand vs oil. Alan Salomon CE Capital Appreciation unpacks results. Simon gives his thoughts on offshore ETFs vs individual shares and the knowledge gap.

3 Jun 2022 12AM 20 min

[TOP STORY] Is there a compelling story for any local healthcare stocks?

‘The Sygnia healthcare ETF is how I'd go into navigating offshore...[but] I believe that on the local market you will be getting good value with the three hospital groups and Aspen Pharmacare’: Independent analyst Kea Nonyana.

2 Jun 2022 2AM 4 min

Copper a long-term bull trade

Lonwabo Maqubela of Perpetua Investment Managers chats the Santam update. Johann Erasmus from Standard Bank/1nvest talks the future of copper. Kea Nonyana on health stocks. What does he like locally and offshore after recent hospital group results?

2 Jun 2022 12AM 19 min

[TOP STORY] Multi-style funds and how they are constructed

‘Because the investment process is different from what other traditional managers do, there's a diversification benefit...giving you blended exposure to core investment styles’: Rademeyer Vermaak – STANLIB Asset Management.

1 Jun 2022 2AM 6 min

Famous Brands cheap, but for a reason ...

Rand Swiss's Gary Booysen talks Famous Brands's results and why the market's not liking the Gold Fields acquisition. Rademeyer Vermaak from STANLIB on understanding the structure and benefits of a multi-style fund. Kyle Wales of Flagship Asset Management on dollar-cost averaging maximising your offshore exposure at lower cost and risk.

1 Jun 2022 12AM 20 min

[TOP STORY] Momentum Metropolitan: nine-month update to March/April

‘This stock is massively cheap, and yet it's experiencing tailwinds as Covid recedes’: Keith McLachlan of Integral Asset Management.

31 May 2022 2AM 5 min

Oil still on the up even as it breaks $123

Herenya Capital Advisors's Petri Redelinghuys talks the oil price as Brent trades at $123 a barrel. John Wentzel of Adcorp on results as the business gets back into shape. Keith McLachlan from Integral Asset Management takes a look at the Momentum Metropolitan trading update, especially in light of the recent…

31 May 2022 12AM 21 min

[TOP STORY] Pepkor interims reflect an increasingly exciting business

CEO Leon Lourens talks Pep, Pep Home, newly acquired Brazilian business Avenida, Paxi parcel, and the company’s trajectory.

30 May 2022 2AM 5 min

Nampak profits double even as aluminium soars

Kruger International's Mia Kruger talks Quantum Foods's tough results. Pepkor's Leon Lourens unpacks the retailer's results in the face of inflation double what it usually experiences. Nampak's Erik Smuts on results after a challenging six months.

30 May 2022 1AM 21 min

[TOP STORY] Tharisa interims show cost pressure the order of the day

‘PGMs have come off a little in the last year, pricing is still stable and solid, and chrome concentrate prices have increased exponentially over the last six months in particular’: COO Michelle Taylor

27 May 2022 2AM 7 min

Share buy backs or dividends?

FNB's Wayne McCurrie talks Lewis results and Barloworld/Tiger Brands share buy backs. Michelle Taylor from Tharisa chats half year results as cost pressures mount. Simon offers his thoughts on the Snap Inc profit warning, is the consumer under that much pressure?

27 May 2022 1AM 20 min

[TOP STORY] Vunani at critical mass and well positioned going forward

CEO Butana Khoza notes: ‘We've had some good growth in assets over the last few years, and you do kind of get over a hump where your costs start to stabilise and your revenue starts to increase’.

26 May 2022 2AM 5 min