FNB's Wayne McCurrie talks Momentum results and unpacks the R50m FSCA fine for Viceroy Research. Bowler Metcalf CEO Friedel Sass chats results as packaging has its best year. Satrix's Kingsley Williams takes a look at infrastructure as an asset class.
Kruger International's Mia Kruger unpacks Shoprite's excellent results. Denys Hobson of Investec talks global supply chains remaining under pressure as the peak shipping period approaches. Sean Sanders from Revix on the meteoric rise of Solana.
Nedbank's Preston Narainsamy unpacks Bidvest and RCL results. Trellidor CEO Terry Dennison talks results as profits increase almost 200% and the dividend is reinstated. Stadio CEO Chris Vorster on financials as online has a great year.
Petri Redelinghuys of Herenya Capital Advisors talks markets and what he's watching in the week ahead. Steven Brown, CEO Fortress, as the A share dividend almost triples and LTV drops to 36.7%. 4AX CEO Eugene Booysen talks the exchange's rebrand to become the Cape Town Stock Exchange with aims to boost both equity and debt listings.
This week MoneywebNOW looked at Bonang Mohale's Purple Group deal, MultiChoice as an investment case, as well as results from Motus, Murray & Roberts and Sea Harvest and their industry trends and prospects.
Nesan Nair Sasfin on Discovery and Santam results. Implats CEO Nico Muller on results, as it expects higher palladium and rhodium prices in the medium term. Chantal Marx of FNB on the investment case for MultiChoice and the R65.5bn Nigerian tax claim
Anchor's Deryck Janse van Rensburg on the excellent Cashbuild results. Henry Laas, CEO of Murray & Roberts, as the company moves back to profit. Tshepo Modiba talks the Cannon Asset Managers acquisition.
Viv Govender of RandSwiss talks all things education stocks. AdvTech CEO Roy Douglas on results as the business sees good enrolment growth. Osman Arbee, Motus CEO, unpacks results as it generates free cash flow of almost R6bn.