Despite stock jump Richemont still isn’t pricey

Loading player...
Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the good and the bad.
17 Jan 2025 12AM English South Africa Business News · Business

Other recent episodes

Pick n Pay and Spar: Value or value trap?

Pick n Pay has a new CEO-designate – but are beaten-down Pick n Pay and Spar finally offering value? Chantal Marx from FNB Wealth and Investments weighs in. EV sales are surging off a low base. De Wet Taljaard from Investec Sustainable Solutions asks: Is South Africa ready to go…
23 Sep 1AM 22 min

Local food producers pricing in El Niño worries

Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input costs. Yushavia Ramlall, COO at Intengo Market, explains the switch from Jibar to Zaronia and what it…
22 Sep 1AM 20 min