Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
Taking a look at the day’s business news influencing market moving activity, and forex.An Arena Holdings production.Keywords: money, opportunity, business plan, business ideas, business news, inco... more
FAQs about Market Wrap:How many episodes does Market Wrap have?The podcast currently has 1,627 episodes available.
April 04, 2019Market Wrap - Stock Pick - cashIan Cruickshanks from SAIRR chose CASH as his stock pick of the day."There is such uncertainty, look, the economies aren't dead and there are going to be opportunities to buy a good companies, I think, at better prices within the next six months and I'd be happy to wait for that"...more9minPlay
April 03, 2019Market Wrap - Stock Pick - DiscoveryCaroline Cremen from Adviceworx chose Discovery Ltd as her stock pick of the day.“We do have it on our portfolio as part of a broader portfolio choice in South Africa. I never get particularly excited about the company - I like the management and the business case but I think a lot of people have had experiences with them that tend to put them off a bit. But, if you look at where it is trading at the moment, it doesn’t often trade at these levels. Pending the fact that we are not going to have a major disaster at the election polls in May one should buy at these levels”...more8minPlay
April 01, 2019Market Wrap - Stock Pick - KAP Industrial HoldingsNick Kunze from Sanlam Private Wealth chose KAP Industrial Holdings Ltd (KAP) as his stock pick of the day.“As a short term investment we like KAP Industrials, we waited for an overhang in the stock so now that Steinhof has been resolved and they sold a big chunk of it last week, we think the overhang is now gone. Another classic example as they managed to grow earnings per share 10%-12% year-on-year, bearing in mind we had a reseccion at the end of last quarter. A classic example of a local industrial stock that is doing the right thing, and still manage to grow their business in a tough environment."...more7minPlay
March 29, 2019Market Wrap - Stock Pick - NaspersRobert Cameron from Thebe Stockbroking chose Naspers as his stock pick of the day.“The reason I like it is because previously there has been a lot of noise around their value unlock that hasn't been happening because of the Tencent valuation being more than the market cap of the entire Nasper group. This means that you get everything else for free. With the Multichoice unbundling we saw a month ago shows the willingness of management to distribute these assets back to shareholders so that the market can value those as a separate listing. What we are seeing now is that they are going to spin off 25% of Naspers international internet holdings which include Tencent into a listing in Amsterdam and that will be made available to Naspers shareholders. Nasper is in a growth sector positioned for the future in terms of AI and the Fourth Industrial Revolution."...more11minPlay
March 28, 2019Market Wrap - Stock Pick - Sanlam Capital ProtectorViv Govender from Rand Swiss Offshore chose Sanlam Capital Protector as her stock pick of the day."This is quite an interesting product it gives you 90% capital protection so the first 10% you take as a loss but what they do then is they choose a bunch of different stocks around the world and then they basically give you 200% of that improvement after taxes returned. The actual return is like 300% but they account for the full tax rate so whatever the improvement in the stocks are you get 200% after the tax as your return"...more8minPlay
March 27, 2019Market Wrap - Stock Pick - Apple IncSteven Schultz from Momentum chose Apple Inc as his stock pick of the day. "My stock pick is Apple as there's been a lot of news from Apple we saw last week. A lot of hardware announcements but perhaps more interesting on Monday we saw them announcing that they will be going head-to-head with video streaming services - the likes of Netflix. Primarily we saw them react quite negatively on the day and Apple's share price was down about 2% when Netflix was rallying quite hard.I think in that it shows little bit of an admission that they are late to market whereas Netflix has already managed to accumulate a hundred and thirty-eight million paid subscribers. We don't have a lot of detail on Apple's plans other than knowing that it will not be an advertising based income stream but rather a subscription service. I think if anyone is able to master late entrance into a market it is of course Apple with its loyal client base. The stock is down about 15% over a six-month period, it trades at a very undemanding 15 PE (Price Earnings) at the moment and I think should certainly be added to one's portfolio"...more9minPlay
March 26, 2019Market Wrap -Stock Pick - NaspersNesan Nair from Sasfin Securities chose Naspers as his stock pick of the day."I think the announcement of Nasper yesterday was transformative, this is the announcement that I think is going to release Naspers and give it a global audience of investors, so I'm choosing Naspers just from the value unlock story"...more15minPlay
March 25, 2019Market Wrap - Stock Pick - Standard Bank GroupGraeme Franck from PSG Wealth Sandton chose Standard Bank Group Ltd (SBK) as his stock pick of the day"Standard Bank is down seven percent on the back of last week's load-shedding and worries of the economy so it is trading on PE of 9 times single digit and has a dividend yield of five to five and half percent (5,5%) and should we have a half decent election some of these SA Inc companies should do very well"...more8minPlay
March 20, 2019Market Wrap - Stock Pick -The Spar GroupImtiaz Suliman from Sentio Capital chose The Spar Group as his stock pick of the day"Although it is in the retail sector and we are in a tough environment, Spar is a very nimble operator in this environment they have the benefit of the franchisees driving that model very hard because that is their bread and butter and spar is basically just a distributor into these franchisees. The group also has the benefit of their off-shore operations in Ireland and Switzerland. Ireland is benefiting from a very strong economy and they are growing much faster than emerging markets. Switzerland is a self-help recovery and their margins should get better from here"...more9minPlay
March 19, 2019Market Wrap - Stock Pick - PSG GroupCraig Pheiffer from Absa Stockbrokers and Portfolio Management chose PSG Group Limited as his stock pick of the day."I think as a value and a growth story it has done well. It is an investment holding company wich consists of a number of growth businesses like Capitec, PSG, Curro . Capitec infact today made a new all time high so these growth businesses should let you see growth over time but also value play and the combined value of these listed companies is at around R300 and the share is trading at R257 per share"...more9minPlay
FAQs about Market Wrap:How many episodes does Market Wrap have?The podcast currently has 1,627 episodes available.