Episodes
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Rhandzo Mukansi of Futuregrowth explains that while central banks are likely keen to cut interest rates, sticky inflation remains a risk.
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Alex Duys of Umthombo Wealth on Tiger Brands results as it sees profit growth. Tharisa's Phoevos Pouroulis unpacks recent results and discusses the boom in chrome prices. Rhandzo Mukansi from Futuregrowth Asset Management highlights that starting with the MPC on Thursday, five central banks will announce rate decisions in the next three weeks. Will any cut?
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Episodes manquant?
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Group CEO Alan Dickson says the company’s strong cash flow enables the payment of good dividends.
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Faheema Adia from Momentum Securities discusses Quantum Food Group's results: Heps surged, but the stock is pricey. Alan Dickson, Group CEO of Reunert, analyzes the company's strong performance across all segments except one. Chris Vorster, Stadio's CEO, explains Stadio's approach to rewarding staff and students and how distance learning can help address youth unemployment
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Andy Pfaff, CEO at Coherent Capital Management, on their Coherent Global Commodity Investment portfolio.
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Schalk Louw from PSG Old Oak discusses Investec's strong results and Bidcorp's positive update, which has been bolstered by bolt-on acquisitions and lower food inflation. Andy Pfaff, CEO of Coherent Capital Management, discusses their commodity AMC, explaining its mechanics and highlighting current trends. He also introduces their new AMC, which is linked to the local fuel price. Simon offers his thoughts on the misleading glamour and glitz of FX trading.
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The Liberty Life building transfer to Capitec takes place ‘later this week and effectively will push up our hedge ratio closer to 60%’ – CEO Quintin Rossi.
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Odwa Magwentshu from Trive South Africa discusses Southern Sun's results and maiden dividend and the market-loving Pick n Pay update. Bradley Elliott from RelyComply offers insights on the new compliance deadlines to combat money laundering. Spear Reit's Quintin Rossi unpacks the company's strong results.
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The big story in the interim results was the contamination of woodchip stockpiles by a neighbouring fire: MD Andre Myburgh.
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Kieran Witthuhn from Anchor on what’s driving PGM prices higher and whether it is sustainable.
Andre Myburgh from TWK Agri discusses challenging results due to woodchip contamination caused by a fire in a nearby facility.
Dany Mawas of Finalto South Africa discusses the use of an ODP licence by another party and how a company can comply with FSCA requirements. -
Independent analyst Carmen Mpelwane discusses tough Balwin and Famous Brands results, which saw revenue up but profits down as costs hurt.
Chris Schutte, CEO of Astral Foods, discusses the company's latest results. Profit is roaring back as avian influenza is largely gone.
Bianca Botes, Citadel Global, offers insights on what drives moves in the rand. -
Petri Redelinghuys of Herenya Capital Advisors tells South Africans how they can get some exposure to ‘Dr Copper’.
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Nick Kunze from Sanlam Private Wealth discusses Richemont's results and new CEO. Many global indices are at or near all-time highs … is it a bull market? Petri Redelinghuys from Herenya Capital Advisors discusses opportunities for exposure as copper surges to all-time highs. FNB Commercial's Paul Makube talks emerging trends in agriculture machinery and what they can tell us about the months and years ahead.
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CEO Andries van Heerden looks forward to ‘fixing up’ Lafarge while Nkomati continues ramping up strongly.
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Chantal Marx, FNB Wealth & Investments, dissects Barloworld's weak trading update and Sanlam's strong one.
Andries van Heerden, CEO of Afrimat, discusses the company's robust latest set of results, as construction materials and Nkomati Anthracite both show very strong numbers.
Simon's thoughts on attending AGMs and your rights when you do -
Ninety One’s Paul Hutchinson notes that the Dalbar QAIB study ‘reconfirms that investor behaviour – the way they buy, sell, or switch into or out of unit trust funds – costs them’.
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Lonwabo Maqubela from Perpetua Investment Managers on healthcare stocks on the JSE in the wake of the NHI Bill being signed into law.
Zak Calisto, CEO of Karooooo, unpacks their full-year results.
Ninety One's Paul Hutchinson discusses the 2023 Quantitative Analysis of Investor Behaviour (QAIB) study, which shows that we’re our own worst enemy. -
An exciting project for the Reit ‘is something we call Yethu, which is a residential conversion. We recognise in South Africa that people need cheap accommodation’ – MD Jeffrey Wapnick.
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Independent analyst Jimmy Moyaha discusses the latest developments around Anglo American. The miner wants to spin out Anglo Platinum and De Beers to create value. Could De Beers return to the JSE after delisting in 2001?
Octodec MD Jeffrey Wapnick discusses the company's interim results.
Sanan Pillay from Sanlam Investments on navigating alternative investments and finding the right fund manager. - Montre plus