This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

The JSE's shining investment gems

Loading player...

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – are drinkers buying less beer or just paying more for it? Keith McLachlan from Element Investment Managers explains how AI can now build robust discounted cash-flow models, what a DCF actually is, and how investors use it. Simon weighs in on the recent sell-off in Software-as-a-Service stocks – is it just the vibe shifting, or a sign of a maturing sector?

13 Feb 12AM English South Africa Business News · Business

Other recent episodes

Inside South Africa’s most remarkable corporate turnarounds

'If you leave the process too late, there's going to be nothing left to rescue' – Eric Levenstein, director and head of the Insolvency and Business Rescue Department at Werksmans Attorneys.

7 Jul 3AM 6 min

Clicks at decade-low valuation: Buy or beware?

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…

7 Jul 1AM 20 min

[TOP STORY] SA Reits have outperformed equities and bonds year to date

Ian Anderson of Merchant West Investments discusses the sector’s 4.2% return in June alone, Delta Property Fund’s 50% surge and Hyprop and Vukile expanding in Europe.

6 Jul 2AM 6 min

Investing in Japan: The good and the bad

Nick Kunze from Sanlam Private Wealth unpacks Hudaco's results in a tough trading environment and whether Japan's weak yen, rising yields and stronger markets are creating opportunity. Ian Anderson from Merchant West Investments reviews first-half Reit performance and the appeal of Italian property deals. Chris Fraenkel, Wealth Manager at Private…

6 Jul 1AM 20 min

[TOP STORY] Gold, US politics and oil shocks: Decoding the gold market’s next moves

'I would really point all of your listeners to our recent central bank survey; it's a master class in being able to see what everybody's thinking’ – Taylor Burnette, World Gold Council.

3 Jul 3AM 9 min

All episodes