This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Is now the time to buy Transaction Capital?

Loading player...

Independent analyst Karl Gevers chats results from Sappi and a strong update from RFG Holdings. Fanele Mondi from the Energy Intensive Users Group on their proposal to coordinate maintenance with Eskom ... although it won’t solve a tough winter of load shedding. Simon's thoughts on what is next for Transaction Capital.

11 May 2023 9PM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Discovery Bank’s behavioural model drives lower defaults

'We have set some very big ambitions, and we have to be able to fund that given the growth of the balance sheet' – CEO Hylton Kallner.

12 Sep 2025 12AM 6 min

FirstRand deserves highest rating of the big four

Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon’s take: when an investment soars – buy more, hold, or sell?

11 Sep 2025 10PM 18 min

[TOP STORY] Do just a few key stocks drive most of the returns?

‘Your top five [S&P 500] contributors to returns have tended to generate about 29% of the return of the index in any given year’ – Sean Ashton, Private Clients, Old Mutual Wealth.

11 Sep 2025 12AM 6 min

Oracle surges +30% on cloud demand

Rand Swiss’s Viv Govender on what’s behind Oracle’s share price surge. Marriot’s Lourens Coetzee on why investors shouldn’t let relative performance be their guiding star. Old Mutual Wealth’s Sean Ashton on big tech’s outsized role in returns – and how to manage that concentration.

10 Sep 2025 10PM 20 min

[TOP STORY] Emigrating? Don’t forget your tax residency ‘Golden Ticket’

Tax Consulting SA’s Shuanita de Wet explains how to properly step out of Sars’s net when relocating abroad.

10 Sep 2025 12AM 6 min

All episodes