A quick analysis of 2024's retail stock updates

Loading player...
Odwa Magwentshu from Trive South Africa on Truworths's update and his big-picture view on retail updates so far.
Evan Robins from Old Mutual Investment Group talks property as Reits had a decent 2023. What are the prospects for 2024?
Sean Neethling from Morningstar South Africa on how JSE de-listings impact your investment portfolio.
30 Jan 2024 12AM 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