Moneyweb Radio MoneywebNOW

Shoprite '2023 was extraordinary'

Loading player...
Mia Kriegler from Kruger International unpacks Shoprite's stellar results as it continues to gain market share while diesel costs hurt at +R100m a month. 
Sea Harvest's Felix Ratheb on results as catch rates and costs hurt, but global demand for fish as a protein remains robust. 
Chris Harmse from Sequoia Capital Managers on the stronger-than-expected second quarter GDP data. What’s driving the improvement and can it last?
6 Sep 2023 12AM English South Africa Business News · Business

Other recent episodes

Gold Fields cost increases a concern

Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned? Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations…
8 May 1AM 19 min

Disney and Ferrari results: Any more value?

Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he’s seeing value? Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.
7 May 1AM 19 min
All episodes