Moneyweb Radio MoneywebNOW

Exploring opportunities in packaging stocks

Loading player...
Chantal Marx from FNB Wealth and Investments talks packaging companies … Nampak is in trouble, Caxton is at almost five-year highs and Mpact is drifting. Are any offering value? UBS Global Wealth Management's Paul Donovan on the inflationary impact of Taylor Swift and Beyoncé music tours. Ernest North of Naked Insurance, talks insurance fraud and its impact on individuals, premiums and how data can help fight it.
10 Jul 2023 1AM English South Africa Business News · Business

Other recent episodes

Anglo American update highlights the quality of the business

Kea Nonyana from PrimeXBT unpacks Mr Price's latest trading update, alongside production updates from Anglo American and Kumba. Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards…
24 Jul 1AM 20 min

Pepkor vs Mr Price: Why Pepkor is winning the investment case

Faheema Adia from Momentum unpacks Pepkor's deal to combine Flash and Shop2Shop, creating a R20 billion revenue business. Maahir Jakoet of the Old Mutual Global Islamic Equity Fund explains Shari’ah investing and why it can be an effective low-volatility strategy for a wide range of investors. Plus, Mark Diuga, CEO…
23 Jul 1AM 22 min
All episodes