Is BAT still a defensive stock?

Loading player...
Independent analyst Jimmy Moyaha on Spur's small Doppio Group acquisition and British American Tobacco sees £25 billion go up in smoke via write-downs. Is it really a defensive stock? Nedbank CIB's Zhann Meyer on COP28 and how farmers can be assisted in the fight against climate change. Simon's thoughts on 2023 … a tough year, but markets have done just fine, thank you!
8 Dec 2023 12AM English South Africa Business News · Business

Other recent episodes

Rates have only just started rising – retailers are already struggling

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors…
1 Jun 1AM 20 min

Strong results push Lewis yield over 10%

Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury’s updated statement on the draft capital flow management regulations, which has helped calm initial…
29 May 1AM 20 min