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Spar has some easy fixes
Lonwabo Maqubela of Perpetua Investment Managers unpacks the horror Spar results, even as the stock firmed on results day.
PayInc's Shergeran Naidoo…
4 weeks, 1 day ago
[TOP STORY] Araxi shows itself ‘on a really good footing’ going into FY 2027
CEO Bradley Sacks points out that the Halo Dot offering, enabling Apple's Tap to Pay iPhone launch in South Africa, is not a ‘fairly’ big deal, but a…
1 month ago
PGMs under pressure but offering opportunity
Kea Nonyana of PrimeXBT on SA's better GDP reading, but is it sustainable? What’s troubling PGMs, plus SpaceX, Anthropic and OpenAI mega IPOs.
Araxi…
1 month ago
[TOP STORY] ‘There's a bit of a tailwind' for Omnia – Gobalsamy
The group's CEO Seelan Gobalsamy shares insights on its latest 'strong set of results' and expectations for the year ahead.
1 month ago
PPC needs stronger SA building demand
Nick Kunze of Sanlam Private Wealth unpacks the US markets overnight, after last Friday's tech sell-off, and PPC's latest results. Omnia CEO Seelan G…
1 month ago
[TOP STORY] ‘What we're seeing is an economy certainly slowing down’
Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shock costs rippling through local supply chains.
1 month ago
Is Musk's SpaceX IPO causing the tech sell off?
Petri Redelinghuys of Herenya Capital Advisors unpacks what sent the Nasdaq almost 5% lower and what sent Mr Price almost 15% higher on Friday. Dr Gr…
1 month ago
[TOP STORY] Transparency and consistency in Reit reporting boost investor confidence
Transparency and consistency in REIT reporting for investor confidence
'If you are a member of SA Reits, you must disclose the prescribed terms withi…
1 month ago
Great dividend payouts from asset managers
Independent analyst Jimmy Moyaha on the Ninety One results after the market initially sold off the stock. Asset managers should be benefiting from st…
1 month ago
[TOP STORY] Semiconductor giants are powering the AI revolution
Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.
1 month ago