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.
May 31, 2021NaspersNesan Nair from Sasfin Securities chose Naspers as his stock pick of the day."I'm going for Naspers, I think the share has been heavily sold off, I think post this corporate action you can expect to see a big recovery in that share price, so it's one to watch."...more1minPlay
May 27, 2021IntelCraig Pheiffer from Absa Stockbrokers & Portfolio Management chose Intel as his stock pick of the day."Intel is in a very competitive semiconductor space I think there's a lot of good stocks in that space that you can buy but Intel is very pc dominated and about half their revenues come from that. "...more1minPlay
May 26, 2021MedtronicRob Towell from Sasfin Securities chose Medtronic as his stock pick of the day."I'm picking Medtronic, it's had a really good recovery since Covid started to end in the United States and you've seen elective surgery make a come back."...more1minPlay
May 24, 2021FedexSteven Schultz from Momentum chose Fedex as his stock pick of the day."My stock pick is Fedex, it's a well known household brand, increasingly so post Covid and they are one of the largest global logistics companies. It has had a very difficult time since 2016 through to early 2020 effectively loosing around 50% of its price off the back of the acquisition of TNT express. It was a difficult acquisition to digest and some of the benefits owed to shareholders weren't forthcoming. It has great growth prospect and margins are already starting to drift up."...more2minPlay
May 19, 2021NaspersNesan Nair from Sasfin Securities chose Naspers as his stock pick of the day."I'm going to go with Naspers, it is sitting below 3 000 today and remember this was all the way up to 3800. Although I don't think there's much of a social benefit to this deal with Prosus, I think there's an economic benefit for people holding Naspers shares so, I'm looking for this to to recover in the short-term medium term."...more1minPlay
May 18, 2021DistellMakwe Masilela from Makwe Fund Managers chose Distell as his stock pick of the day."For Heineken them to buy Distell it means that they've seen something. If you look at Distell's PE at almost 50, yes it's high but compare that to the beverages index which is at a PE of 78. What was also impressive was their return on equity sitting at 22."...more1minPlay
May 17, 2021Impala PlatinumGraeme Franck from PSG Wealth Sandton Grayston chose Impala Platinum as his stock pick of the day."I'm going to go for Impala Platinum, the share price has come off quite a bit over the last week or so. If I look at their last earnings; so the historic earnings they're trading on a PE of about six times and if you put that on to spot commodity prices and spot currencies then it's around four to five times. So, their cash flows in their balance sheet are just phenomenally strong at the moment and I would expect that to continue along with the rest of the commodity cycle."...more1minPlay
May 13, 2021Andile Buthelezi from Sentio Capital chose BHPAndile Buthelezi from Sentio Capital chose BHP as his stock pick of the day."I'm going to go for BHP today, it's one that we have chosen before and it has done nicely since then but it's still looking quite cheap."...more1minPlay
May 12, 2021South32Rob Towell from Sasfin Securities chose South32 as his stock pick of the day."We're still looking at South32, I think that if we do have a bit of a pullback on commodities it will allow you a better entry to South32."...more1minPlay
May 11, 2021ING GroupCraig Pheiffer from Absa Stockbrokers & Portfolio Management chose ING Group as his stock pick of the day."I'm going for ING Group the financial services group headquartered in Amsterdam, most of their focus is around Europe and the Benelux countries where it's situated but it is operating in 40 odd countries, the earnings took a massive hit with the pandemic but they look to be recovering and their lending book is growing again"...more1minPlay
FAQs about Market Wrap:How many episodes does Market Wrap have?The podcast currently has 1,627 episodes available.