Chantal Marx of FNB Wealth and Investment on the R70bn IMF loan and Steinhoff's settlement plan. Brian Pinnock from Mimecast on ransomware attacks and the responsibility of corporates to avoid them. Tim Akinnusi, founder of MortgageMarket on the state of the local home loan sector.
Matete Thulare of RMB talks the Woolies and MTN trading updates, Danie Pretorius, CEO of Master Drilling, discusses drilling the deepest hole ever. Petri Redelinghuys of Herenya Capital Advisors on trailing miner Jubilee Metals as it trades through 100c, suggesting a long-term trend change.
Mia Kruger from Kruger International on the Sasol and Spur updates. Tim Acker of Allan Gray on valuations of local banking stocks and his preferred picks. Stephen Marshall from Gold Circle talks the Durban July running Covid-style.
Nesan Nair of Sasfin Securities on Shoprite and the TFG rights issue. Charl Bester of Kruger International on the dividend kings such as Johnson & Johnson. Africa Nkosi from Khonology on harnessing big data for improved profits.
Deryck Janse van Rensburg from Anchor Capital talks markets as the rand powers through 16.40 and gold hits 1 858/oz. Keith McLachlan from AlphaWealth on the strong Datatec update. Henry Biddlecombe, fund manager at Anchor Capital, on the decade-long tech rally and whether it will continue.
Gary Booysen from Rand Swiss on the Nasdaq hitting new all-time highs. Small-caps analyst Anthony Clark helps us understand PSG 3.0 after its AGM and looks at Invicta selling assets to shore up its balance sheet. Grant Locke of OutVest on using an endowment policy to find yield in a low-yield world.
Nick Kunze of Sanlam Private Wealth talks MTN, gold and US bank results so far. Ettiene Retief, chairman of national tax and Sars committee for Saipa on the new deadlines for Sars e-filing and auto-assessment.
Wayne McCurrie on Richemont's trading update and Foschini and Sun International's rights issues. Kevin Brady, CEO of A2X, discusses how the proposed best execution rule is set to become law in SA and benefit investors. Glenn Gillis CEO at Sea Monster on raising funding and using gaming as an educational tool.
Chantal Marx, head of research at FNB Wealth and Investment on the Truworths update, local inflation data, and whether more rate cuts could be on the cards. Gary Arnold of Astral Foods as it joins the buying frenzy at Quantum Foods. Tsogo Sun Hotel's Marcel von Aulock on selling the iconic Maia Resort.
Mia Kruger of Kruger International on the start of US earnings season, medical stocks and Sun International selling assets. Magda Wierzycka CEO Sygnia on the Sygnia Oxford Sciences Innovation Fund offering VC-type investing in an endowment structure. Omnia CEO Seelan Gobalsamy on managing a turn around.
Nesan Nair from Sasfin talks the TFG/ Jet deal and flying banking stocks. Graeme Korner from Korner Perspective on biological assets such as trees and nuts and investing in agri. Dino Zuccollo, chairman of the 12J Association of SA discusses Section 12J job creation and investing locally.
Petri Redelinghuys of Herenya Capital Advisors on what the week may hold for markets. Stephán Engelbrecht from Anchor Capital talks us through the investability of gold. Viv Govender from Rand Swiss discusses Tesla as a tech company focused on autonomous driving.
