Moneyweb Radio MoneywebNOW

Telcos quietly having a great year

Loading player...
Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C’s debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder. And Simon’s take: if ever there was proof the stock market isn’t the economy, 2025 delivered it.
5 Dec 2025 12AM English South Africa Business News · Business

Other recent episodes

Rates have only just started rising – retailers are already struggling

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors…
1 Jun 1AM 20 min

Strong results push Lewis yield over 10%

Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury’s updated statement on the draft capital flow management regulations, which has helped calm initial…
29 May 1AM 20 min
All episodes