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

Market records and innovation boost JSE profits

Loading player...

Independent analyst Jimmy Moyaha unpacks robust JSE results as the bull run and record highs flow through to the group's earnings. Lance Foxcroft, CEO of Italtile, talks tough numbers as strained consumers and rising imports bite – with the Itac dumping decision now key. Rob Field, CFO of RCL Foods, breaks down results in which sugar dragged, but groceries delivered the upside.

3 Mar 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