MoneywebNOW

[TOP STORY] Despite current fears, look for opportunity

‘When sentiment indicators are this low, typically the next five years generate an 83% return’: Simon Fillmore – Independent Securities.

13 Oct 2022 4AM 6 min

Zeder still has value to unlock

Lonwabo Maqubela from Perpetua Investment Managers chats Zeder results and Steinhoff's operational update. Victoria Reuvers from Morningstar SA talks the impact of greylisting on our markets. Independent Securities's Simon Fillmore explains how the US selloff provides tactical offshore investment opportunities.

13 Oct 2022 1AM 21 min

[TOP STORY] Few ‘true’ tech stocks on JSE today

Deryck Janse van Rensburg from Anchor Capital mulls over the bid for AfroCentric, as well as present valuations for Medscheme, Datatec, EOH, Bytes and Alviva.

12 Oct 2022 6AM 4 min

STANLIB on its Khanyisa Impact Investment Fund.

Kholofelo Molewa - Credit Alternatives Portfolio Manager, STANLIB

12 Oct 2022 2AM 7 min

Tharisa moving bulk commodities via road to avoid Transnet

Anchor's Deryck Janse van Rensburg talks Sanlam as it plans to acquire a controlling, but not majority stake, in Afrocentric. Phoevos Pouroulis from Tharisa unpacks the company's Q4 and full year production report. STANLIB's Kholofelo Molewa on the impact and possible returns of the Khanyisa Impact Investment Fund.

12 Oct 2022 1AM 22 min

[TOP STORY] Meeting 2050 net-zero emissions target a pipe dream?

‘China has said they're not going to make it. They're aiming for 2060, which I think is more realistic’: Tasneem Samodien – Old Mutual Private Client Securities.

11 Oct 2022 3AM 6 min

Transnet strike makes now the time to buy Kumba and Thungela

Herenya Capital Advisors's Petri Redelinghuys on the charts for Thungela and Kumba as they both struggle with the Transnet force majeure. Where are the buying zones? Tasneem Samodien from Old Mutual talks the return to coal and if it’ll last. Marius Reitz from Luno on cryptos as Bitcoin is surprisingly…

11 Oct 2022 1AM 22 min

[TOP STORY] Looking at Mondi, now clear of its Russian business

Proceeds of the sale of the Russian assets could contribute to a special dividend, says research analyst Sameer Singh.

10 Oct 2022 4AM 6 min

Cannabis listing coming to the JSE

FNB's Wayne McCurrie on markets as they fall, despite US jobs data coming out strong. Old Mutual's Sameer Singh unpacks the investment case for Mondi as the share price continues to struggle.Gabriel Theron from Cilo Cybin on the company's proposed listing as a SPAC on the JSE.

10 Oct 2022 1AM 21 min

[TOP STORY] Cyber threats on the rise

Cyber criminals are organising, trying to push the buttons they know people are likely to respond to in terms of the topics they choose: David Emm – principal security researcher at Kaspersky.

7 Oct 2022 3AM 9 min

Oil expected to rise back above $100

Rand Swiss's Gary Booysen on markets as Opec+ cuts production and Harmony expands into copper. David Emm from Kaspersky on the rise of phishing scams and how to protect ourselves.

7 Oct 2022 12AM 21 min

[TOP STORY]Thoughts about Aspen, Mediclinic, Netcare, Life Healthcare and Pfizer

‘Between Netcare and Life Healthcare I'd go for Life’ – Independent analyst Kea Nonyana.

6 Oct 2022 4AM 7 min

Equites results show great potential on cheap valuation

Faheema Adia from Momentum Securities on the Equites Property Fund results as it sees record demand for warehousing space. Independent Analyst Kea Nonyana on healthcare stocks as they come under pressure. Ildiko Gyarmati of CMS South Africa on the spate of delistings, how bad is it and what can reverse…

6 Oct 2022 1AM 19 min

[TOP STORY] The impact of microfinance on the economy

Making sure that microlenders are regulated and follow specific rules around interest rates and charges will crowd out fly-by-nights in the illegal market: Monique Pennells at Absa CIB.

5 Oct 2022 5AM 5 min

Mining capital expenditure increases 36% this year

Absa's Carmen Mpelwane talks Sappi at it tenders for its own debt and a look at fishing stocks as Oceana sells its commercial cold storage business. PwC's Andries Rossouw on their SA Mine 2022 report as miners report sterling results. Monique Pennells of Absa CIB on how non-bank lending is…

5 Oct 2022 1AM 20 min

[TOP STORY] Hard landing looming for UK?

This is almost worse than a ‘Nene’ situation, this is incompetency, submits Viv Govender at Rand Swiss.

4 Oct 2022 5AM 5 min

Motus's UK deal looks good

Independent analyst Jimmy Moyaha chats Motus's continued UK expansion and Pick n Pay's latest update. Viv Govender from Rand Swiss on the UK government's tax cut debacle. Kelin Pottier of 10X Investments unpacks the South African Retirement Reality Report that shows most do not have a strong plan for retirement.

4 Oct 2022 1AM 20 min

[TOP STORY] Retirees struggling to live off investment income

Since we don't know when the market will recover, remaining invested and having a well-constructed retirement plan is crucial: Roland Gräbe – head of DFM at Old Mutual Wealth.

3 Oct 2022 8AM 5 min

US stocks still not cheap even at lows for the year

Sanlam's Nick Kunze as US markets close at the low of the year. Roland Gräbe of Old Mutual Wealth offers tips on how to protect your annuities during market downturns. Chris Green from Hogan Lovells on 2022 M&A activity as levels drop slightly but fundamentals remain strong.

3 Oct 2022 1AM 19 min

[TOP STORY] Over the last year the geopolitical energy crisis has definitely esc

What's happening is we've still got this very tight energy system – whether it's gas or oil – that's started to get baked into the prices charged to households or industries: Mohammed Nalla at Moe-Knows.com.

30 Sep 2022 3AM 9 min