The Group is a global consumer internet group operating across a variety of platforms and geographies, and is one of the largest technology investors in the world. The Group's businesses and investments serve more than 1.5 billion people in 89 market... [more info]

Market volatility, Purple Group’s share conversion and Yoco’s recovery monitor

28 Sep 2020 /  Simon Brown  
Nick Kunze of Sanlam Private Wealth on market volatility and the potential impact of the US elections. Charles Savage, CEO of Purple Group, explains the conversion to shares with no par value. Matthew Brownell from Yoco on economic activity from its customers as the economy opens up.

Naspers’s insurance plan – Prosus

28 Sep 2020 /  Ann Crotty   15
It’s a bit sad when your first anniversary comes along and all anyone has to say is 'What was the point? Why do you exist?'

TFG update, Covid investment opportunities and the state of the residential rental market

16 Sep 2020 /  Simon Brown  
FNB's Chantal Marx on Super Group and ARC results and the TFG update. JC Xue from Foord Asset Management on investment opportunities in travel and online post the pandemic. Grant Smee, Only Realty MD, on pressures facing the residential rental market.

Impressions of the domestic and international markets

14 Sep 2020 /  Ryk van Niekerk   3
Laurium is ‘pretty bullish’ on Naspers and Prosus and SA's banking sector: Murray Winckler, co-founder of Laurium Capital.

Strong local market gains, Checkers’s Sixty60 a success and company discounts

11 Sep 2020 /  Simon Brown  
Nesan Nair of Sasfin Securities talks markets as we wrap up another results week. PSG Wealth's Schalk Louw on holding companies such as Remgro and their frustrating discount to NAV. Neil Schreuder from Shoprite on the huge success of the Checkers Sixty60 app.

Naspers AGM: The antithesis of shareholder democracy

24 Aug 2020 /  Ann Crotty   11
But the group is the gift that keeps on giving in terms of returns, so nobody rocks this extremely valuable boat.

Exxaro results, trade wars and LAWtrust sees growth

14 Aug 2020 /  Simon Brown   
Nesan Nair of Sasfin Securities on Exxaro results, telco stocks and banks ahead of their results. Viv Govender of Rand Swiss on the US/China trade war, and TikTok and WeChat bans - and how China responds. Maeson Maherry of LAWtrust (part of listed ETION) on doubling revenue and profits as digital becomes main stream.

Rand firms against dollar, power cuts cap gain

13 Aug 2020 /  Olivia Kumwenda-Mtambo and Nqobile Dludla, Reuters  
In fixed income, the yield on the benchmark government bond due in 2030 3.5 basis points to 9.255%. 

Clicks’ trading update, Hammerson’s rights issue and gold price volatility

13 Aug 2020 /  Simon Brown  
Matete Thulare from RMB on Clicks delivering, even in lockdown, while manufacturing output collapses. Garreth Elston of Reitway Global on locally-listed UK property, Capital & Counties' (CapCo) results and Hammerson's rights issue. Sanlam Private Wealth's Greg Katzenellenbogen brings a sane head to a wild gold price story as we start to see some inflation creep into the US.

Tencent beats after gaming grew at fastest pace in two years

12 Aug 2020 /  Zheping Huang, Bloomberg  
Shares in Prosus NV, which holds the internet assets of major shareholder Naspers, gained about 3%.

Naspers: a prime example of the randomness of exec pay

12 Aug 2020 /  Ann Crotty   8
The media giant's remuneration report resembles a work of art, in its attempt to conceal this.

Simon’s weekly wrap: SA’s indirect link to the US-China trade war

7 Aug 2020 /  Simon Brown   1
Also this week: praise for Investec’s fossil fuel disclosure, virtual AGM benefits, improving exports and challenging retailer trading updates.

MTN exits Syria, Investec climate risk disclosures and is now the time to sell your investment property?

7 Aug 2020 /  Simon Brown    1
Alex Duys of Umthombo Wealth on the markets as MTN exits Syria and Iran to focus on being a pan-African telco. Tracey Davies from Just Share on Investec's climate risk disclosures and how online AGMs have been faring. FNB's Praven Subbramoney talks investment property sales.

SA’s increasingly jaded corporate governance

3 Aug 2020 /  Ann Crotty   3
The regulatory muscle being flexed by the bourse, and questionable claims of independence by some corporates.

eBay sells classified unit for $9.2bn

21 Jul 2020 /  Spencer Soper and Thomas Seal, Bloomberg   1
Prosus loses out.

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