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Brait is an investment holding company focused on driving sustainable long-term growth and value creation in its investment portfolio of sizeable unlisted businesses operating in the broad consumer sector. The current investment portfolio includes Ne... [more info]

Simon’s weekly wrap: Exchange control changes, surprising results and hope for maize

20 Nov 2020 /  Simon Brown   1
This week MoneywebNOW looked at the effects and expectations of exchange control changes; Brait's NAV; Stor-Age, Tsogo Sun and Octodec's result; La Niña's possible effects on maize, and more.

Renergen’s zero-emission solutions and can we expect another repo rate cut?

19 Nov 2020 /  Simon Brown  
FNB's Chantal Marx on the upcoming MPC decision, Spar still struggling in Poland and Brait's NAV - do we believe it? Renergen CEO Stefano Marani on their zero-emission solution for the cold chain logistics industry and Ninety One's Sangeeth Sewnath on FNZ's Silica acquisition.

How Covid-19 pummelled Virgin Active

19 Nov 2020 /  Moneyweb   15
In SA, 30% of its members are on ‘freeze’ – with much hinging on this month-end.

Markets react to the MTBPS and the psychology behind investing

29 Oct 2020 /  Simon Brown  
FNB's Chantal Marx on international market drivers and the MTBPS. Peter Hayward-Butt, CEO of Ethos Capital and Brait SE, on performance during lockdown and future opportunities. Mzansi Consulting director Jessica Pinnock talks the psychology behind trading and investing.

How South African companies are battling the pandemic and recession

18 Sep 2020 /  Roxanne Henderson, Janice Kew, Felix Njini and Loni Prinsloo, Bloomberg    1
How companies in key industries have coped with the unprecedented crisis.

How bulletproof is Brait’s crown jewel, Virgin Active?

24 Aug 2020 /  Hilton Tarrant    16
The bull and the bear case for the gym operator….

Virgin Active ‘disappointed’ by 50-person limit but plans Monday reopening

20 Aug 2020 /  Suren Naidoo   38
Planet Fitness, its biggest local competitor, started opening gyms this week.

Double whammy hastens retirement of once richest South African

26 Jul 2020 /  Janice Kew, Bloomberg   35
Steinhoff scandal and coronavirus pandemic have nudged Christo Wiese towards retirement.

SA corporates’ offshore forays have destroyed over R300bn in value

16 Jul 2020 /  Peter Armitage   32
Local conditions and competitive environments are simply different.

Brait sees pandemic delaying Virgin Active sale

24 Jun 2020 /  Janice Kew, Bloomberg   4
Covid put a spanner in the works - said Peter Hayward-Butt of Ethos Private Equity.

JPMorgan sees virus fallout reviving South African equity sales

12 Jun 2020 /  Roxanne Henderson and Loni Prinsloo, Bloomberg   
The coronavirus may breathe some life into SA share sales.

MTN’s possible violation of the Anti-Terrorism Act, rental collections and the process of vaccines

9 Jun 2020 /  Simon Brown   
Deryck Janse van Rensburg of Anchor Capital on Brait's sale of Iceland Foods and MTN's Anti-Terrorism Act woes. Stanlib's Keillen Ndlovu on rental collections picking up and offshore vs local property. Biovac CEO Dr Morena Makhoana on understanding the process behind vaccines.

Value Capital Partners takes R580m stake in Net1

28 Apr 2020 /  Ann Crotty   5
Second-largest shareholder will use influence and voting power to promote good governance.

Searching for the value in local equities

27 Mar 2020 /  Patrick Cairns  
Skilled managers have demonstrated their worth in an extremely difficult environment. How?

Special report: The big discounts on holding companies

6 Feb 2020 /  Patrick Cairns   3
Where have they come from, and where are they going?

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