Updates on EOH, AB InBev, Royal Bafokeng, Sibanye, Implats, ARM and Amplats
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Stephen van Coller making progress at EOH and the platinum all abuzz – Nesan Nair from Sasfin Securities.
Other recent episodes
[TOP STORY] The 5% bond yield reality
Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’
The benefits of holding some cash
Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity Wealth asks whether US bond yields above 5% mean it’s time to rethink your portfolio. And Lullu Krugel from PwC South Africa unpacks what’s holding back…
[TOP STORY] Rising fuel costs, EVs and the shift in second-hand car markets
EVs have ‘become a conversation for certain people that we would never have expected before this year’ – Alan Quinn from Cars.co.za.
Reit balance sheets strongest in a decade
Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson from Merchant West Investments unpacks September’s Reit returns, driven by strong dividend increases from a number of recent results. Alan Quinn from Cars.co.za on how high fuel prices are…
[TOP STORY] Finding value beyond the AI trade
Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.