Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown.
The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
English South AfricaBusiness News · BusinessAuthored by Simon Brown
Analyst Jimmy Moyaha delves into the Telkom update and Amplats results. Tertius Zitzke from 4Sight Holdings discusses robust results and expansion plans. Viv Govender of Rand Swiss reflects on a week marked by significant AI advancements and anticipates Nvidia results on Wednesday.
Sanlam Private Wealth's Nick Kunze discusses markets, and with the recent listing details of WeBuyCars, is this a company worth keeping an eye on? Additionally, the Nikkei 225 is on the verge of reaching its 1989 all-time highs. Nerina Visser from etfSA unpacks what the ‘partial delisting’ of an ETF…
Wayne McCurrie from FNB Wealth and Investments unpacks the Nampak and Blue Label trading updates and South32 results. Joubert Botha from KPMG on proposed tax increases in next week's budget and their feasibility in the current economic climate. Simon offers his thoughts on writedowns. Yes, they’re not cash when written…
RMB's Matete Thulare on the Nigerian naira. Since we last spoke it has had another devaluation, this especially hurts the likes of MTN and, to a lesser degree MultiChoice. Cobus Loots from Pan African Resources on a strong set of results that saw production up and costs down. FNB's Thanda…
Odwa Magwentshu from Trive South Africa on the WeBuyCars listing … does he see value unlock here? Craig Newborn from PayJustNow on retail trends they’re seeing via their BNPL system. Cliffe Dekker Hofmeyr's Tendai Jangara talks the use of digital forensics to help combat and prosecute fraud and corruption.
Keiran Witthuhn from Anchor on the recent Tesla results as the stock is down around 50% from its 2021 highs. Rand Swiss's Viv Govender talks the Gold and Foreign Exchange Contingency Reserve Account. What is it, and can government use the R450 billion found therein? Francis Marais from Morningstar South…
Independent analyst Carmen Mpelwane unpacks Sasol's six-month trading update. Keith Mclachlan from Integral Asset Management on local education stocks; AdvTech, Curro and Stadio. What’s the Curro write down about, and which is his preferred? Anchor's Casey Sprake on slowing growth in China: is the economy at a crossroads?
Nick Kunze from Sanlam Private Wealth unpacks the latest updates from British American Tobacco, Anglo, Kumba and Amplats. Samukelo Zwane from FNB Wealth and Investments does some myth-busting around structured products. Simon's thoughts on MultiChoice and Canal+, mandatory offers and possible changes to the Electronic Communications Act of 2005.
Gary Booysen from Rand Swiss unpacks Disney's results … is Netflix the better alternative? Cliffe Dekker Hofmeyr's Jaco Meyer on 30 years of the Mining Indaba and the hopes for this year's event. Johann Els from Old Mutual talks Sona, will we see detailed plans to repair electricity and logistic challenges?
Faheema Adia from Momentum Securities talks Fortress as the Reit is finally set to remove the dual share structure. What’s the change and is there value here? Neill Hobbs from Hobbs Sinclair Advisory on how donations to schools or other PBOs can offer tax relief under Section 18A.
7 Feb 12AM
1 – 20
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