Podcast appearances and mentions of jimmy moyaha

The SAfm Market Update with Moneyweb provides breaking business news, expert analysis and investment insight to help you make sense of the markets. The show is presented by distinguished financial analyst, Jimmy Moyaha. The programme is broadcasted Monday to Thursday nationwide on SAfm (104 – 107fm), between 18:00 and 19:00. SAfm Market Update - Podcasts and live stream

Independent analyst Jimmy Moyaha unpacks Palantir Technologies — strong results and raised guidance, but the stock still tumbled over 10%. Tasneem Samodien of Old Mutual Private Wealth looks into Estée Lauder's dramatic 80% decline. What went wrong, and is there value to be found or reason to steer clear? Michael Lenz, CEO of TransBridj, on how their digital bridging finance solution is reshaping the home buying process for buyers and estate agents alike.

Independent analyst Jimmy Moyaha unpacks WeBuyCars's trading update – modest core Heps growth, but is it fair value? Ninety One's Iain Cunningham on why domestic consumption is key to hitting 2025's 5% GDP goal. Street Wallet's Kosta Scholiadis on a new tool helping street vendors thrive in a cashless economy.

Jimmy Moyaha on US tariffs: What did and didn't we get? Satrix CIO Kingsley Williams on managing bumpy markets as market volatility heats up. Sarb Deputy Governor Dr Mampho Modise on the Corporation for Deposit Insurance one year after launch.

Jimmy Moyaha unpacks Momentum's strong results, while FNB ETF's Daniel Dos Passos explores the paradox of choice in investment decisions. Niveshen Govender, CEO of the South African Wind Energy Association, discusses financing for renewable energy.

Independent analyst Jimmy Moyaha breaks down FirstRand's results and the broader struggles seen in recent SA Inc earnings. Woolworths CEO Roy Bagattini unpacks the hurdles in the retailer's fashion and beauty segments. Simon shares his top picks for your tax-free savings account.

Independent analyst Jimmy Moyaha discusses Anglo Platinum's results, special dividend, and demerger, while Sanlam Investments's Teboho Makhabane explores green job opportunities in South Africa. Meanwhile, Glenn Ambrose from ZURU highlights the rise of 'kidults' as more adults return to playing with toys.

Independent analyst Jimmy Moyaha weighs in on Sappi's Q1 results. Izak Odendaal from Old Mutual Wealth discusses South Africa's economic growth potential and the role of the GNU in fostering it. Arno Jansen van Vuuren from Futurewise explains why education insurance might be a smarter choice than additional life cover.

Independent analyst Jimmy Moyaha unpacks the latest updates from Shoprite and Woolies. Viv Govender of Rand Swiss dives into Deepseek AI from China – the tech shaking up US AI markets. Is it the real deal? Citadel's Mike van der Westhuizen on bold steps South Africa must take to fix its economy.

Zak Calisto, CEO of Karooooo, reflects on results that showcased another quarter of strong growth, particularly in Southeast Asia. Meanwhile, Ian Anderson from Merchant West Investments examines the strong performance of Reits in 2024 and shares insights on their prospects for the year ahead. Independent analyst Jimmy Moyaha discusses whether, after years of struggle, it might finally be time for PGM stocks.

The SAfm Market Update with Moneyweb provides breaking business news, expert analysis and investment insight to help you make sense of the markets. The show is presented by distinguished financial analyst, Jimmy Moyaha. The programme is broadcasted Monday to Thursday nationwide on SAfm (104 – 107fm), between 18:00 and 19:00. SAfm Market Update - Podcasts and live stream

The SAfm Market Update with Moneyweb provides breaking business news, expert analysis and investment insight to help you make sense of the markets. The show is presented by distinguished financial analyst, Jimmy Moyaha. The programme is broadcasted Monday to Thursday nationwide on SAfm (104 – 107fm), between 18:00 and 19:00. SAfm Market Update - Podcasts and live stream

The SAfm Market Update with Moneyweb provides breaking business news, expert analysis and investment insight to help you make sense of the markets. The show is presented by distinguished financial analyst, Jimmy Moyaha. The programme is broadcasted Monday to Thursday nationwide on SAfm (104 – 107fm), between 18:00 and 19:00. SAfm Market Update - Podcasts and live stream

Independent analyst Jimmy Moyaha discusses whether listed vehicle retailers are worth a look, considering strong November vehicle sales and two-pot money. CFO Alan Salomon comments on Capital Appreciation's challenging results. Marianne Smith from Consult by Momentum addresses the new proposed taxation of unit trusts.

Independent analyst Jimmy Moyaha discusses Pepkor's results and the post-period allocation of two-pot money. Purple Group CEO Charles Savage on their results as the company swings into profit. Flagship global equity analyst Gerhard Janse van Vuuren explains the Buy Now Pay Later model and its benefits for online retailers.

Independent analyst Jimmy Moyaha weighs in on the latest Bidcorp and AVI updates, noting that both reflect continued consumer pressure. Premier Group CEO Kobus Gertenbach discusses their recent results, highlighting strong operational leverage and reduced debt. YES's Tsholo Mogotsi addresses the issue of youth unemployment, exploring whether there are any signs of improvement in the current landscape.

Independent analyst Jimmy Moyaha previews a big week ahead with the US elections, FOMC, and BoE rate decisions. Keith McLachlan from Integral Asset Management highlights strong performance in niche offshore stocks. Absa's Sello Sekele notes October's positive PMI data as a good sign for interest rates and consumer confidence.

Independent analyst Jimmy Moyaha on whether there's value in the local resources index, which is up for the year. Anchor's Casey Sprake discusses the impact of rising food inflation. Khantse Radebe from FNB Commercial on the growing trend of asset-based finance for corporates and SMEs.

Independent analyst Jimmy Moyaha comments on AngloGold Ashanti's acquisition of an Egyptian gold mine, primarily funded through equity. Attacq CEO Jackie van Niekerk discusses the company's strong results, with a 19% increase in FY dividends. Roné Swanepoel from Morningstar SA highlights data showing that chasing returns often results in lower long-term gains.

Independent analyst Jimmy Moyaha analyzes Nvidia's results released after the US market closed on Wednesday: Did they meet the high expectations? Bidcorp CFO David Cleasby discusses their results, highlighting strong profits and impressive cash generation. Stanlib's Marius Oberholzer talks about multi-asset funds, the benefits of diversification, and the opportunities he currently sees in the market.

Independent analyst Jimmy Moyaha discusses Sasol's results and their decision to withhold dividends. Aveng CEO Scott Cummins outlines latest results and plans to split the company into two units. Ruan Yacumakis from Prescient Investment Management explores the local inflation outlook and the timing of potential rate cuts.

Independent analyst Jimmy Moyaha on the economy as the Bureau for Economic Research forecasts a 2.2% GDP growth for South Africa in 2025, with the local PMI expected to rise above 50. Stanlib's Rademeyer Vermaak discusses various equity investment strategies. Simon offers his perspective on Fed chair Jerome Powell's comments about potential US rate cuts in September.

Independent analyst Jimmy Moyaha discusses the Kumba Iron Ore results and its significant dividend payout. Jacques Conradie, CEO of Peregrine Capital, explains how they are positioned to benefit from the long-term rally in the global natural resources sector. Lebo Thubisi, deputy CIO of Alexforbes Investments, introduces the launch of the AF Infrastructure Impact Fund-of-Funds.

Independent analyst Jimmy Moyaha discusses Richemont's update, noting it as solid yet not spectacular, raising questions about pressure on the wealthy. Bruce Williamson of Integral Asset Management examines chrome demand and identifies the best-positioned PGM miner. Hannah de Nobrega of Prescient Investment Management anticipates the MPC rate announcement on Thursday.

Independent analyst Jimmy Moyaha discusses Bidvest's plans to sell its bank and acquire a Canadian cleaning business. Philipp Wörz from PSG Asset Management presents the investment case for China. Adishan Naidoo from Standard Bank introduces two new structured products focused on Emerging Markets and Global Growth.

Independent analyst Jimmy Moyaha on a face-ripping rally in local markets … have we got ahead of ourselves? Rhandzo Mukansi from Futuregrowth Asset Management on the bond market's response to the GNU. Agricultural Business Chamber of SA's Wandile Sihlobo on foot and mouth disease in the beef and wool sectors.

Independent analyst Jimmy Moyaha talks about Sygnia's results, which show modest growth in a tough environment. Vukile CEO Laurence Rapp discusses positive rental reversions and strong liquidity in the company's latest results. Alan Salomon of Capital Appreciation discusses results highlighting strong cash generation and terminal growth.

Independent analyst Jimmy Moyaha discusses the latest developments around Anglo American. The miner wants to spin out Anglo Platinum and De Beers to create value. Could De Beers return to the JSE after delisting in 2001? Octodec MD Jeffrey Wapnick discusses the company's interim results. Sanan Pillay from Sanlam Investments on navigating alternative investments and finding the right fund manager.

Independent analyst Jimmy Moyaha on the Gold Fields trading update, which saw costs soaring while production fell. Sebastian Pillay of FNB introduces the launch of new ETNs on the JSE, tracking Nvidia, Eli Lilly, Palo Alto, and Booking Holdings. John Jack, CEO of Galetti Corporate Real Estate, on four factors driving the return of local office demand.

Independent analyst Jimmy Moyaha on the Afrimat update and a red wave sweeping markets. Purple Group CEO Charles Savage shares insights on the company's robust performance and return to profitability. Zeph Nhleko from DBSA sheds light on the debut of their African Journal of Infrastructure Development.

Jimmy Moyaha, an independent analyst, shares insights on Invicta's acquisition of the Nationwide Bearing Company in the UK, and confirmation of the upcoming listing for WeBuyCars scheduled for next Thursday. Gaurav Nair, co-founder of Jaltech, talks about FSCA crypto asset service provider (CASP) licenses, as they are one of the first to obtain one. Guy Krige from ESCROWSURE on new IT risk regulations for SA's financial sector in 2024.

Independent analyst Jimmy Moyaha talks economics ahead of local CPI data and rate decisions from BoE, BoJ and the Fed. Attila Kadikoy from Levantine & Co on a soft vs hard landing. How should investors position their portfolios? Kagiso Tloubatla of SV Capital on inspiring the youth to invest.

Independent analyst Jimmy Moyaha on Shoprite's latest set of strong results and Canal+'s revised offer for MultiChoice. Curro CEO Cobus Loubser discusses results as bad debts decrease and margins improve. FNB's Thanda Sithole on 2023 GDP data with Q4 coming in at +0.1%. SA missed a technical recession by the skin of its teeth; how?

Independent analyst Jimmy Moyaha takes a look at Sasol … it was bouncing late last year but has given all of that back. Is there any value here? John Jack of Galetti Corporate Real Estate talks trends for 2024 in the commercial property sector, including Reits spending big. CMTrading's Fred Razak on trading errors to avoid for newbies and pros alike.

Jimmy Moyaha is there opportunity for the once favs Purple Group and Renergen? Craig Antonie CIO Anbro Capital Investments on the rise of the magnificent seven and AI into the future

Independent analyst Jimmy Moyaha on Spur's small Doppio Group acquisition and British American Tobacco sees £25 billion go up in smoke via write-downs. Is it really a defensive stock? Nedbank CIB's Zhann Meyer on COP28 and how farmers can be assisted in the fight against climate change. Simon's thoughts on 2023 … a tough year, but markets have done just fine, thank you!

On this episode of Stock Picks, independent analyst Jimmy Moyaha takes a closer look at Transaction Capital, MultiChoice, Astral Foods, Gold Fields and Shoprite. Stock Watch

Independent analyst Jimmy Moyaha on Spar's poor results and Lewis's strong results as it continues to buy back shares. Charles Savage, CEO of Purple Group, talks results as it swings into a full-year loss. Simon offers his thoughts on the Mauritian economy.

Independent analyst Jimmy Moyaha talks commodities, oil, Sarb's repo rate decision, and where he's finding value on the market. Anchor Capital's Casey Delport discusses SA's credit ratings and what this means for investing in the country.

A review of the week's stock performances and answers to viewers' stock related questions with Independent Analyst, Jimmy Moyaha. Stock Watch

Independent analyst Jimmy Moyaha talks the weak updates from both Omnia and MTN. Keith McLachlan of Integral Asset Management on his JSE-listed offshore small cap AMC (actively managed certificate). 10X Investments's Chris Eddy talks the pitfalls of tactical asset allocation in the short term.

Independent analyst Jimmy Moyaha on Famous Brands's results with revenue up and Heps down. Nikki Quinn from GfK, an NIQ company, on the potential risks and rewards for retailers and customers this Black Friday. The FSCA is reporting increased irregularities … Solomon Gounden from Finalto asks 'Is your broker compliant?'.

Independent analyst Jimmy Moyaha on the orderly succession at FirstRand and where he's investing right now. PwC's Vuyiswa Khutlang talks the state of local mining as the sector feels the pressure from logistics problems and price collapses. Can the industry thrive? Luno's Christo de Wit talks crypto and tax. What do you need to declare, and is it income capital gains tax?

Independent analyst Jimmy Moyaha talks Astral's horror update and Discovery's results as it brings back the dividend. Thami Khoza from Equilibrium on managing inflation in your portfolio. Simon offers his thoughts on the perils of deep-value stocks … what gets them moving higher?

Independent analyst Jimmy Moyaha on results from Sun International and City Lodge. Keith McLachlan from Integral Asset Management talks Grindrod as the stock rallies back above 1 000c. After recent results, does it offer value? Mandy Dix-Peek from Old Mutual Wealth on recent changes to the Trusts Act as SA tries to get off the grey list.

Independent analyst Jimmy Moyaha takes a look at Implats results as refined production, sales and prices received all declined. KAP's Gary Chaplin on tough results after the record of last year. Simon offers his thoughts on the CEOs who still take questions, even when the going is very tough.

Independent analyst Jimmy Moyaha unpacks South32 results which saw profits plunge and struggling Sasol results from earlier in the week. David Rees from Schroders talks China's problem of deflation and high debt … are we seeing the Japanification of China? Simon offers his thoughts on capacity utilisation in manufacturing and the leverage effect.

Independent analyst Jimmy Moyaha unpacks Anglo American Platinum's results as the dividend, unsurprisingly, gets slashed. Schalk Louw from PSG Old Oak talks the return of dividends and the opportunities they present for investors. Kondi Nkosi from Schroders South Africa offers insights on net zero risks.

Independent analyst Jimmy Moyaha on markets as MultiChoice sees a 12% fall following a downgrade from JP Morgan … is there value here? PJ Veldhuizen from Gillan and Veldhuizen Inc on the need for AI policies in business. Laurette Ndzanga from PPS Investments on well-diversified portfolios translating into consistent returns.

Africa speaks to Jimmy Moyaha, a Financial Markets Specialist and Market Commentator about how a currency of a country is valued and what affects its value.See omnystudio.com/listener for privacy information.