2023: Maybe not as bad as it feels

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Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024.
Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy.
Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

6 Dec 2023 12AM English South Africa Business News · Business

[TOP STORY] Water scarcity and commercial landlords’ evolving strategies

Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages, water-pipe bursts, theft, and non-payment’.

23 Oct 3AM 8 min

Clicks and Afrimat: Quality stocks, tough sectors

Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings. Simon on why investment fees matter, what to…

23 Oct 1AM 19 min

[TOP STORY] Famous Brands navigates tough trading conditions despite some product price decreases

‘We prefer it when people are kind of time-poor, cash-rich – and then you're part of the eating segment’: CEO Darren Hele.

22 Oct 4AM 6 min

Sasol keeps the momentum going

Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank's limited trading update. Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products. Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the…

22 Oct 2AM 21 min

[TOP STORY] What shareholders want to see in C-suite remuneration

PwC Reward Partner Khosi Mabaso finds it ‘encouraging to see that shareholders are seeing how non-executive directors are contributing from a board level’.

21 Oct 3AM 6 min