Tag:
Investec
Podcasts
PODCAST: No Ordinary Wednesday ep101 – a 20-year perspective on global investing
Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. No Ordinary Wednesday is hosted by Jeremy Maggs.
Ghost Bites
Ghost Bites (Altvest | AngloGold Ashanti | Bell Equipment | Hyprop | Momentum | Raubex | Sabvest | Sirius Real Estate | Sygnia |...
Hyprop raised over R800m in cash. Sabvest is investing in pets. Raubex found no substance to whistleblower allegations and released results. We also saw numbers from Altvest, Bell Equipment, Momentum, Sirius Real Estate and Telkom. AngloGold is selling a mine.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Capital Appreciation | Copper 360 | Dis-Chem | HCI | Huge | Insimbi | Mustek – Novus |...
Dis-Chem released results, but the market didn't like something about them. Santova announced a clever deal. Accelerate is raising R100m. Capital Appreciation looks strong. Mustek - Novus released the offer circular. Sirius is doing deals. Copper 360, HCI, Huge Group and Insimbi also released important updates.
Podcasts
INVESTEC PODCAST: Wine in Focus ep 1 – Investing in Wine: Pairing Enjoyment with Returns
Wine in Focus is an Investec Focus Radio five-part vodcast series hosted by Lerato Motshologane, a dealmaker at Investec for Business and founder of Discover Wines. Lerato chats to wine makers, investors, farmers and judges on everything from how to invest in wine, to innovations changing the way we farm, and South Africa's growing prominence on the international fine wine market.
Ghost Bites
Ghost Bites (Investec | Life Healthcare | Pick n Pay | Shaftesbury | Shuka Minerals | Spear REIT | Tharisa)
Pick n Pay is still a loss-making business. Positive jaws at Investec looks encouraging. Life Healthcare is also on the up, along with Shaftesbury and Spear REIT. Tharisa had a rough interim period. Shuka Minerals makes its market debut.
Podcasts
PODCAST: No Ordinary Wednesday ep100 – a world in flux
From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. The 100th episode of No Ordinary Wednesday is a discussion on regional trends that will shape the years to come.
Podcasts
PODCAST: Tariffs – Pause and effect
Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies.
Ghost Bites
GHOST BITES (Bell Equipment | Netcare | Novus | Orion Minerals | MultiChoice | Safari Investments | Telkom)
MultiChoice has rug pulled its B-BBEE investors. Bell Equipment is way off its offer price and earnings are dropping. Telkom and Netcare are both growing. Safari Investments is exiting Namibia. Novus and the TRP aren't friends. Orion released its long-awaited DFS for both major assets.
