Podcasts about Telkom

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  • 539EPISODES
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  • 5WEEKLY NEW EPISODES
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Best podcasts about Telkom

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Latest podcast episodes about Telkom

SAfm Market Update with Moneyweb
[FULL SHOW] Sasol results, more tariff turmoil ahead, and do we need to revisit the MPC?

SAfm Market Update with Moneyweb

Play Episode Listen Later Feb 23, 2026 54:26


This evening we dive into the latest market movements with Makwe Fund Managers, we look at Sasol's latest results, we hear from Dr Roelof Botha on a recent study zoning in on the Reserve Bank's MPC, we speak to Gibs about what the US Supreme Court's decision means for global trade, Ninety One discusses SA's current infrastructure landscape, and we explore the difference between Cell C and Telkom's strategies with Anchor Capital. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
The battle of the telecoms: Cell C vs Telkom

SAfm Market Update with Moneyweb

Play Episode Listen Later Feb 23, 2026 8:17


Mike Gresty – Fund Manager, Anchor Capital SAfm Market Update - Podcasts and live stream

BizNews Radio
BN Daybreak Fri 20 Feb: Global Tensions, F1 Roadblocks, and 'Unholy Pact' Revealed

BizNews Radio

Play Episode Listen Later Feb 20, 2026 22:25


In today's edition of BizNews Daybreak, Alec Hogg unpacks a whirlwind of global and local developments, from escalating geopolitical tensions to startling political revelations. Here are the key takeaways from the broadcast: Market Movements: Sasol shares surged 11% to R142. Meanwhile, profit-taking led to declines for companies such as Telkom, Sibanye, and MTN. On the global stage, Amazon officially dethroned Walmart as the world's largest company by revenue. Geopolitics & Global News: US military forces are stationed in the Middle East as President Trump weighs a limited military strike on Iran. In the UK, the one-time royal formerly known as Prince Andrew was arrested in connection with his relationship with Jeffrey Epstein. F1 in South Africa: Former FIA Senate member Anton Roux warns that strained political relationships with Washington, not the Kyalami track itself, are blocking Formula 1's return to South Africa. He also cautioned that Rwanda is actively competing to host the Grand Prix. Wall Street Culture: A lawsuit by 21-year-old former Centerview banker Catherine Shiber, who was fired after presenting a medical note requesting 8-9 hours of sleep per night, is sparking a major debate over investment banking's gruelling 100-hour work weeks. Apartheid-Era Justice: Retired Judge Chris Nicholson dropped a bombshell regarding the reopened inquest into the 1985 Cradock Four murders. He claims an "unholy pact" was formed between the senior leadership of the ANC and the old National Party to protect apartheid-era criminals from prosecution. Mining Tribute: The episode features tributes by Peter Major to Clem Sunter and the late Jan Nelson, the visionary creator of the top-performing gold company Pan African.

BizNews Radio
Director's Cut: Dylan Bradfield - Blue Label's “electricity unicorn” and the next big SA breakout

BizNews Radio

Play Episode Listen Later Feb 18, 2026 16:10


Blue Label's long-awaited reset is underway. In this Director's Cut, Sharenet Wealth portfolio manager Dylan Bradfield unpacks Cell C's first post-listing results, Telkom's resurgence through Openserve, and the potentially game-changing move: Blue Label selling independent power to municipalities. With dividend potential, fintech growth and energy optionality all in play, Bradfield explains why Blue Label remains his top pick.

MoneywebNOW
Treasury plans auto-enrolment for pension funds

MoneywebNOW

Play Episode Listen Later Feb 17, 2026 21:46


Faheema Adia from Momentum Securities on Telkom's upbeat update – and whether the telecoms sector still has room to run. Seithati Bolipombo of Mulilo on what lies ahead for South Africa's renewables as they move from backup solution to the backbone of the energy mix. 10X Investments's Caroline Naylor-Renn with the latest on two-pot withdrawals, and Treasury's plans to introduce auto-enrolment for pension funds across the workforce.

BizNews Radio
BN Daybreak Tues 17 Feb: DA's “Perilous Moment”; Motsepe Steps Back; AI Panic Rattles Wall St

BizNews Radio

Play Episode Listen Later Feb 17, 2026 20:43


Frans Cronje analyses the DA's high-stakes future following John Steenhuisen's exit; Patrice Motsepe retires as ARM executive chair; and the WeBuyCars founders move to take RMBH private. Plus, Telkom and AECI surge on turnaround results, the final chapter for Tongaat Hulett, and how an obscure AI white paper triggered a massive sell-off in US logistics stocks.

The Money Show
Telkom earnings rise on mobile & fibre growth and Comp Commission raids scrap buyers over price-fixing

The Money Show

Play Episode Listen Later Feb 16, 2026 72:08 Transcription Available


Stephen Grootes speaks to Lunga Siyo, CEO of Telkom Consumer about the telecoms latest results, which show a marked improvement in earnings as the group continues to shift its revenue mix toward mobile and fibre. The numbers reflect solid growth in mobile service revenue, rising data usage, and continued expansion of fibre connections, offsetting ongoing declines in legacy fixed-line voice services. In other interviews, Makgale Mohlala, Manager of the Cartels Division at the Competition Commission talks about the Commission’s sweeping search‑and‑seizure raids on major scrap metal buyers, the allegations of coordinated price fixing in the ferrous scrap market, and how the investigation could reshape South Africa’s already embattled long steel sector. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

RSG Geldsake met Moneyweb
Goeie seine vir die telekommunikasiebedryf

RSG Geldsake met Moneyweb

Play Episode Listen Later Feb 16, 2026 4:46


Theo Vorster, medestigter by Galileo Capital, bespreek Telkom en ander telekommunikasiemaatskappye se goeie prestasie. Volg RSG Geldsake op Twitter

The Best of the Money Show
Telkom earnings rise as mobile and fibre lead

The Best of the Money Show

Play Episode Listen Later Feb 16, 2026 6:44 Transcription Available


Stephen Grootes speaks to Lunga Siyo, CEO of Telkom Consumer about the telecoms latest results, which show a marked improvement in earnings as the group continues to shift its revenue mix toward mobile and fibre. The numbers reflect solid growth in mobile service revenue, rising data usage, and continued expansion of fibre connections, offsetting ongoing declines in legacy fixed-line voice services. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Best of the Money Show
Vumatel's Million-Subscriber Milestone: How Competition not monopoly transformed SA's internet connection

The Best of the Money Show

Play Episode Listen Later Feb 10, 2026 8:05 Transcription Available


Stephen Grootes speaks to Duncan McLeod, Founder and Editor at Techcentral, about how Vumatel’s rapid rise to over one million fibre subscribers highlights the transformative impact of competition in South Africa’s broadband market, outpacing Telkom’s ADSL era and accelerating connectivity into underserved communities. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Afternoon Drive with John Maytham
South Africa Introduces New Mobile Data Rules, Including Rollovers and Transfers

Afternoon Drive with John Maytham

Play Episode Listen Later Jan 26, 2026 7:15 Transcription Available


John Maytham speaks to Duncan McCleod, editor at Tech Central, to unpack what these changes really mean for consumers — and why South Africa’s biggest mobile networks are so concerned – a reaction to South Africa’s new data rules. Afternoon Drive with John Maytham is the late afternoon show on CapeTalk. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Morning Review with Lester Kiewit Podcast
Can Africa Build a Secure, Sustainable AI Future Before 2030?

The Morning Review with Lester Kiewit Podcast

Play Episode Listen Later Dec 2, 2025 10:43 Transcription Available


Dr Mmaki Jantjies, Telkom’s Group Executive for Innovation & Transformation spoke to Clarence Ford about SATNAC 2025 and what a secure, sustainable and inclusive digital future for Africa realistically looks like. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

TechCentral Podcast
TCS | MTN Group CEO Ralph Mupita on competition, AI and the future of mobile

TechCentral Podcast

Play Episode Listen Later Nov 28, 2025 57:23


South Africa's big three telecommunications operators have all reported numbers in recent weeks, and the theme is clear: competition in prepaid has intensified sharply. Telkom's resurgence has put pressure on both MTN and Vodacom, with MTN acknowledging it has “discernibly” lost prepaid market share. This is one of the topics covered in this wide-ranging and exclusive TechCentral Show interview with MTN Group CEO Ralph Mupita, who sat down earlier this week with TechCentral editor Duncan McLeod to discuss this and other major topics, including: • The impact of online gambling on the telecoms sector; • The need for further consolidation in South African telecoms, and why Mupita won't completely rule out a deal with Telkom, provided the “stars align”; • Vodacom's acquisition of a co-controlling stake in Vumatel parent Maziv and how MTN will respond; • The impact of low-Earth orbit satellite connectivity on the telecoms industry and how MTN plans to work with companies like SpaceX/Starlink and Amazon Leo – and whether he sees them as competitors or partners (or both); • The spectacular turnaround in Nigeria and whether it's durable; • The future of MTN's involvement in Iran, and the lessons learnt from the group's exit from other Middle Eastern markets; • Plans to shift MTN Group's focus to East Africa in the coming years; and • Why he's fascinated by the impact that AI could have on telecoms in Africa. Don't miss a great discussion on the future of MTN and telecoms in Africa! TechCentral

The Money Show
Telkom's Data surge boosts earnings; Sports betting Is no investment, just hope tax

The Money Show

Play Episode Listen Later Nov 18, 2025 75:05 Transcription Available


Stephen Grootes speaks to Ms Nonkululeko Dlamini Group CFO of Telkom about their strong interim results for the first half of its 2026 financial year, driven by cost optimisation and a surge in mobile data subscribers despite modest revenue growth. In other interviews, Warren Ingram, financial advisor and Co-Founder of Galileo Capital, unpacks why sports betting should never be considered an investment. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

RSG Geldsake met Moneyweb
Markte bewe regoor die wêreld

RSG Geldsake met Moneyweb

Play Episode Listen Later Nov 18, 2025 10:38


Schalk Louw, welvaartbestuurder van PSG Old Oak, gesels onder meer oor Pick n Pay se aandeelprys en Telkom se positiewe finansiële resultate. Volg RSG Geldsake op Twitter

The Best of the Money Show
Telkom turns up the data dial – earnings hit the high notes

The Best of the Money Show

Play Episode Listen Later Nov 18, 2025 6:38 Transcription Available


Stephen Grootes speaks to Ms Nonkululeko Dlamini Group CFO of Telkom about Telkom’s strong interim results for the first half of its 2026 financial year, driven by cost optimisation and a surge in mobile data subscribers despite modest revenue growth. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The POWER Business Show
Telkom Results

The POWER Business Show

Play Episode Listen Later Nov 18, 2025 7:21


Tehillah Niselow speaks to Lunga Siyo, Telkom CEO for Consumer & Small Business See omnystudio.com/listener for privacy information.

The Aubrey Masango Show
Special Broadcast: Classics on Turf made possible by Telkom Captivates Cape Town

The Aubrey Masango Show

Play Episode Listen Later Nov 13, 2025 47:35 Transcription Available


Aubrey Masango joined by Mqondisi Gumede, CEO, The OMG, the Event Director, Event Co-Host & MC discuss Classics on Turf concert that infuse classical music and gold and will be taking place in Johannesburg and Cape Town. Tags: 702, Aubrey Masango show, Aubrey Masango, Bra Aubrey, Mqondisi Gumede, Classic on Turf, Killarney Country Club, Steenberg greens The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Morning Review with Lester Kiewit Podcast
Clarence at the “Classics on Turf”

The Morning Review with Lester Kiewit Podcast

Play Episode Listen Later Oct 31, 2025 5:33 Transcription Available


“Classics on Turf” is where the world of golf meets the beauty of classical music. Clarence & 3 CapeTalker’s are enjoying a beautiful day of golf at Steenberg Golf Estate, followed by a stunning masterpiece of classical music as acclaimed pianist Paul Hanmer performs with a 35-piece orchestra conducted by Kutlwano Masote. Tickets are available now on Quicket.co.za! Classics on Turf is proudly made possible by Telkom in partnership with CapeTalk. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Afternoon Drive with John Maytham
Classics on Turf giveaway and interview: With Classical Pianist, Paul Hanmar

Afternoon Drive with John Maytham

Play Episode Listen Later Oct 29, 2025 4:44 Transcription Available


Classics on Turf — where the rhythm of golf meets the soul of classical music.On Friday, 31 October, join CapeTalk at the Norval Foundation for an evening that celebrates excellence — on the green, on the stage, and in the glow of the late afternoon sunshine.Acclaimed pianist and composer Paul Hanmer returns home to perform with a full orchestra, led by maestro Kutlwano Masote.It’s a night of elegance, music, and shared experiences.Tickets on Quicket.co.za. Proudly brought to you by Telkom, in partnership with CapeTalk. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Ini Koper
#661 Corporate University : Transformasi atau Reformasi Pengembangan SDM?

Ini Koper

Play Episode Listen Later Oct 21, 2025 10:03


Kawan kawan INIKOPER, pernahkah Anda mendengar istilah "Corporate University"? Mungkin sebagian dari kita langsung membayangkan pusat pelatihan modern milik BUMN atau perusahaan swasta ternama. Benar sekali, tapi tahukah Anda bahwa di balik nama itu tersimpan sebuah evolusi ideologis yang telah mengubah wajah pendidikan dan dunia kerja selama lebih dari satu abad? Kali ini, kita akan mengupas tuntas sebuah konsep yang sangat relevan dengan dunia kita yang serba cepat: evolusi Corporate University dan adaptasinya di Indonesia. Kita akan menelusuri akarnya hingga ke awal abad ke-20, ketika para raksasa industri seperti Andrew Carnegie mulai menggugat peran universitas tradisional. Mereka bertanya, "Apa gunanya pendidikan jika tidak menciptakan manusia yang 'berguna' dan siap kerja?" Dari sanalah lahir sebuah gerakan yang mendewakan efisiensi, relevansi praktis, dan akuntabilitas—prinsip-prinsip yang kini menjadi jantung banyak organisasi. Di episode ini, kita akan melihat bagaimana semangat itu diadopsi secara unik di Indonesia. Bukan hanya di perusahaan besar seperti Telkom atau Pertamina, tetapi juga merasuk ke dalam kementerian—seperti Kemenkeu CorpU atau Kemenhut CorpU—bahkan hingga ke lembaga-lembaga nirlaba yang kini dituntut untuk menunjukkan "dampak" yang terukur. Apa sebenarnya perbedaan mendasar antara Corporate University dengan pusat pelatihan biasa? Bagaimana fenomena ini menekan universitas tradisional kita untuk berubah? Dan apa artinya ini bagi masa depan karier Anda dan pendidikan generasi mendatang? Mari kita bedah bersama dalam episode kali ini. Tetaplah bersama kami di INIKOPER.

Earth Ancients
Jean Ward: The Ruins of Mars

Earth Ancients

Play Episode Listen Later Oct 11, 2025 97:12 Transcription Available


Jean Ward is a web developer, graphic designer, imaging specialist, and independent Mars researcher from Pretoria, South Africa.Mr. Ward earned two academic degrees in telecommunications and  electronic commerce, and currently works as an information technology specialist at Telkom, South Africa's leading telecommunications company.The majority of his Mars research involves sifting through thousands of orbiter photographs published on NASA's website. Some of his discoveries have been featured on The History Channel's The UnXplained with William Shatner.ContactTwitter / XJean Ward's Megalithic MarsVideosYouTubeBecome a supporter of this podcast: https://www.spreaker.com/podcast/earth-ancients--2790919/support.

MoneywebNOW
Market punishing results that are only ‘decent'

MoneywebNOW

Play Episode Listen Later Sep 5, 2025 20:20


Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.

RSG Geldsake met Moneyweb
Telkom praaitjies met MTN laat hom uitstaan op die beurs

RSG Geldsake met Moneyweb

Play Episode Listen Later Sep 4, 2025 6:09


Dawie Klopper, welvaartsbestuurder en beleggings­ekonoom by PSG Wealth, deel sy insigte oor Telkom- en MTN-praatjies, asook oor Anglo American wat sy oorblywende belang in Valterra Platinum verkoop. Volg RSG Geldsake op Twitter

RSG Geldsake met Moneyweb
Telkom val met 10%

RSG Geldsake met Moneyweb

Play Episode Listen Later Aug 5, 2025 5:37


Chantal Marx, hoof van beleggingsnavorsing by FNB Wealth and Investments, bespreek Telkom, Shoprite en Pick n Pay se handelsverklarings. Volg RSG Geldsake op Twitter

investments shoprite telkom fnb wealth chantal marx
Podcast Campus
TELKOM: eps.54 Institut Teknologi Bojongsoang

Podcast Campus

Play Episode Listen Later Jul 13, 2025 0:21


Wajar gk sih PTS terbaik se Indonesia, punya UKT seharga motor? Komen dibawah dong civitas!#mahasiswa #telkomuniversity #bojongsoang #ukt #podcastcampus

SAfm Market Update with Moneyweb
Market Watcher: 'Don't trade what you think, trade what you see'

SAfm Market Update with Moneyweb

Play Episode Listen Later Jul 10, 2025 10:54


Sanlam Private Wealth's Nick Kunze runs us through the day's market moves, continued news coming out of the US around tariffs and how investors are digesting it, palladium prices, the PIC increasing its stake in Telkom, and where he's finding value. SAfm Market Update - Podcasts and live stream

Afternoon Drive with John Maytham
Why must data expire in SA? MPs grill mobile networks for answer

Afternoon Drive with John Maytham

Play Episode Listen Later Jun 17, 2025 7:28


Pippa Hudson is joined by MyBroadband Editor Jan Vermeulen to unpack the recent grilling of South Africa’s major mobile networks by Parliament’s Portfolio Committee on Communications and Digital Technologies. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

MoneywebNOW
Telcos: Essentially utilities that are ex-growth

MoneywebNOW

Play Episode Listen Later Jun 11, 2025 20:47


Kea Nonyana from Scope Prime unpacks Telkom's latest results and weighs in on the broader outlook for the local telco sector. Kobus Gertenbach, CEO of Premier Group, on solid results, tighter operational efficiency, and easing input costs boosting performance. Khwezi Jackson from 10X Investments on taking responsibility for your own retirement.

The Best of the Money Show
Telkom soars after declaring first dividend in four years

The Best of the Money Show

Play Episode Listen Later Jun 10, 2025 6:27


Stephen Grootes speaks to Nonku Dlamini, Group CFO at Telkom, about the company's impressive financial results, including a 299% profit increase and its first dividend in four years, driven by strong mobile service revenue growth and strategic investments. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

SAfm Market Update with Moneyweb
[FULL SHOW] Telkom and Premier Foods results, more questions for PetroSA, and homeowner's insurance

SAfm Market Update with Moneyweb

Play Episode Listen Later Jun 10, 2025 52:14


This evening we dive into market movements with PSG Wealth, we speak to investigative journalist Susan Comrie as she dives further into the PetroSA deal with Nako, we unpack recent financial results with Telkom and Premier Foods, we discuss plug-in hybrids with Volvo Cars SA, and Naked Insurance helps us understand homeowner insurance. SAfm Market Update - Podcasts and live stream

insurance homeowners nako telkom premier foods petrosa
SAfm Market Update with Moneyweb
Telkom issues special dividend thanks to Swiftnet sale

SAfm Market Update with Moneyweb

Play Episode Listen Later Jun 10, 2025 7:17


Nonkululeko Dlamini – CFO, Telkom Group, SAfm Market Update - Podcasts and live stream

The Best of Breakfast with Bongani Bingwa
Corporates That Care with Telkom Foundation

The Best of Breakfast with Bongani Bingwa

Play Episode Listen Later May 7, 2025 8:47


Bongani Bingwa speaks with Mpho McNamee, Group Chief of Corporate Affairs at Telkom, about the transformative work of the Telkom Foundation. Since 1998, the foundation has been turning classrooms into hubs of learning, where digital tools like smartboards bring subjects like maths and science to life, and young people in rural areas learn coding and tech skills to build their futures. They explore how Telkom is using WiFi to open doors to education and a brighter future, ensuring no child is left offline. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Find all the catch-up podcasts here https://www.primediaplus.com/702/702-breakfast-with-bongani-bingwa/audio-podcasts/702-breakfast-with-bongani-bingwa/ Listen live - 702 Breakfast is broadcast weekdays between 06:00 and 09:00 (SA Time) https://www.primediaplus.com/station/702 Subscribe to the 702 daily and weekly newsletters https://www.primediaplus.com/competitions/newsletter-subscription/  Follow us on social media: 702 on Facebook: http://www.facebook.com/TalkRadio702   702 on TikTok: www.tiktok.com/@talkradio702  702 on Instagram: www.instagram.com/talkradio702  702 on X: www.x.com/Radio702  702 on YouTube: www.youtube.com/@radio70See omnystudio.com/listener for privacy information.

SAfm Market Update with Moneyweb
[FULL SHOW] SA private capital, copper prices, and interest rate predictions

SAfm Market Update with Moneyweb

Play Episode Listen Later Mar 19, 2025 54:15


This evening we look at the markets with Sasfin Wealth, Stanlib discusses SA companies sitting on R1.4trn of excess cash and why they aren't spending it, Modern Corporate Solutions gives us an update on copper prices. We speak to Investec about interest rate predictions for the upcoming MPC meeting, Telkom gives us insight into its new learning platform, and we get to know the CEO and founder of Dis-Chem Life, Greg Smith, in our Executive Lounge. SAfm Market Update - Podcasts and live stream

The Best of Azania Mosaka Show
Proudly South African Buy Local Summit and Expo-Part 3

The Best of Azania Mosaka Show

Play Episode Listen Later Mar 18, 2025 19:53


Jonathan Fairbairn speaks to Ayanda Mngadi the Group Executive Corporate Affairs and Investor Relations at Hulamin about the aluminium value chain, followed by the CEO of Optimas Robots, Evans Parsons who has a business that creates AI robots. Jonathan also speaks to Palesa Diale who is the Founder of Beige Butterfly which is a water Purification business that also produces organic hair and skin care, followed by Tshepo Phetla the Head of Business Development at Telkom about the graduation of the township tech innovation incubator. See omnystudio.com/listener for privacy information.

MoneywebNOW
Telkom update shows turnaround taking hold

MoneywebNOW

Play Episode Listen Later Feb 11, 2025 20:32


Chantal Marx from FNB Wealth & Investments unpacks Telkom's latest update, with weak revenue growth but strong mobile and data performance. Reza Hendrickse from PPS Investments discusses where the cash is going after selling down local bonds last year, while Herman van Papendorp from Momentum Investments shares insights on managing portfolios in the era of Trumponomics.

SAfm Market Update with Moneyweb
Market Watcher: 'More bark than bite'

SAfm Market Update with Moneyweb

Play Episode Listen Later Feb 10, 2025 9:41


Makwe Masilela of Makwe Fund Managers discusses the day's market developments, updates around Trumps tariff saga, investor sentiment, risk-off attitude persisting, US inflation, interest rates, the Exxaro CEO resigning, Telkom's trading update, and budget 2025 expectations. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] TymeBank's capital raise, Telkom's tower sale, and market expectations for 2025

SAfm Market Update with Moneyweb

Play Episode Listen Later Dec 17, 2024 54:28


This evening we look at the markets with Rand Swiss, speak to TymeBank about its new shareholders and expansion plans, tech analyst Mudiwa Gavaza joins us to discuss Telkom getting approval for its tower and mast sale, and as we wrap the year, we look back at some of our most popular Market Update interviews, specifically in the Property Insights and Agri Focus segments. SAfm Market Update - Podcasts and live stream

The Money Show
My Money - Sizwe Nxasana, former CEO of Telkom, FirstRand and co-founder of Sifiso Learning Group

The Money Show

Play Episode Listen Later Dec 9, 2024 23:15


Stephen Grootes hosts Sizwe Nxasana, former CEO of Telkom, FirstRand and cofounder of Sifiso learning and he speaks about his career, his philosophy when it comes to money and his life in general.See omnystudio.com/listener for privacy information.

The Money Show
The Money Show: What SA should be aiming at from G20 summit. Profile interview Sizwe Nxasana, former CEO of Telkom, FirstRand and cofounder of Sifiso Learning Group

The Money Show

Play Episode Listen Later Dec 9, 2024 87:04


·         Stephen Grootes speaks to Anthony Costa, B20 head of Secretariat as they discuss SA's proposal to address inequality and ensure economic sustainability.   ·         Stephen Grootes speaks to Bani Kgosana, Chief Revenue Officer Pragma Global as they discuss how the government can best restore its dilapidated infrastructure and save money by using local, world-class solutions.   ·         Stephen Grootes chats to Izak Odendaal, an Investment Strategist at Old Mutual as they discuss how investors can manage mixed messages.   ·         Stephen Grootes hosts Hilton Kalner, the CEO of Discovery Bank to chat about standout reads for 2024 for and his executive team.   ·         Stephen Grootes hosts Sizwe Nxasana, former CEO of Telkom, FirstRand and cofounder of Sifiso Learning Group and he speaks about his career, his philosophy when it comes to money and his life in general.See omnystudio.com/listener for privacy information.

The Best of the Money Show
My Money - Sizwe Nxasana, former CEO of Telkom, FirstRand and co-founder of Sifiso Learning Group

The Best of the Money Show

Play Episode Listen Later Dec 9, 2024 23:15


Stephen Grootes hosts Sizwe Nxasana, former CEO of Telkom, FirstRand and cofounder of Sifiso learning and he speaks about his career, his philosophy when it comes to money and his life in general.See omnystudio.com/listener for privacy information.

Business Day Spotlight
Telkom's hunt for growth and dominance in SA telecoms 

Business Day Spotlight

Play Episode Listen Later Nov 20, 2024 51:01


Telkom push to dominate SA's telecoms sector, using its infrastructure assets, is the focus of this edition of Business Day Spotlight. Host Mudiwa Gavaza is joined by Serame Taukobong, CEO at Telkom. Through the discussion, Taukobong highlights Telkom's strategy; current financial performance; capital allocation decisions; importance of infrastructure to the group's efficiency; growth of mobile; direction of SA's telecoms industry; and efforts to overcome negative market perceptions. Business Day Spotlight is a MultimediaLIVE Production.

The Money Show
The Money Show: Turbulent Skies: FlySafair's Battle to Stay Aloft

The Money Show

Play Episode Listen Later Nov 18, 2024 77:59


Stephen Grootes speaks to Kirby Gordon, FlySafair's Chief Marketing Officer, about the airline's resilience in the face of regulatory challenges, including the International Air Services Council's non-compliance ruling and its implications for FlySafair's international and domestic operations.   In other interviews on the Money Show, we have insightful discussions on Telkom's performance, Astral Foods' results, and the contentious suspension of Nersa regulator Nhlanhla Gumede.See omnystudio.com/listener for privacy information.

The Best of the Money Show
Telkom's half year profits dip, but data demand powers growth

The Best of the Money Show

Play Episode Listen Later Nov 18, 2024 6:19


Stephen Grootes speaks to Telkom Group CEO Serame Taukobong about the company's half-year results, which showed a 1.8% decline in profit, but a notable 57.5% jump in adjusted headline earnings per share, driven by strong mobile data demand that boosted group revenue to R21.4 billion.See omnystudio.com/listener for privacy information.

MoneywebNOW
Gold's glittering future: The bull run is far from over

MoneywebNOW

Play Episode Listen Later Nov 15, 2024 20:08


Schalk Louw from PSG Old Oak discusses Telkom, Gold Fields, and gold. Attila Kadikoy of Levantine & Co explains the rise in US bond yields, while Simon shares insights on crypto's hard run.

Business Day Spotlight
Telkom's strategy to grow venture capital portfolio

Business Day Spotlight

Play Episode Listen Later Oct 23, 2024 38:18


Telkom efforts to grow its venture capital portfolio in SA is the focus of this edition of Business Day Spotlight. Host Mudiwa Gavaza is joined by Tshepo Phetla, head of business development at Telkom Through the discussion, Phetla highlights ⁠Telkom's investment in startups; investment focus; case studies and success stories in the portfolio; fund structure; and plans for the future. Business Day Spotlight is a MultimediaLIVE Production. Producer is Demi Buzo.

Afrobility: Africa Tech & Business
#76: IHS Towers - How the telecom infrastructure company is building and managing towers across Africa and beyond

Afrobility: Africa Tech & Business

Play Episode Listen Later May 15, 2024 102:25


Overview: Today, we're going to explore IHS Towers - the African telecommunications infrastructure company. We'll discuss the story across the following areas:  Telecom tower infrastructure context  IHS Towers' early history Product & monetization strategy Competitive positioning & potential exit options Overall outlook This episode was recorded on May 5, 2024 Companies discussed: IHS Towers, MTN, Airtel, Telkom, Orange, Etisalat / 9 Mobile, American Tower Company, Globacom, Libancell, Helios Towers Nigeria, Telkom, Vodacom, Goldman Sachs, (IFC), Public Investment Corporation of South Africa, Ecobank, Investec, Standard Bank. Business concepts discussed: Tower Infrastructure, Shared communication infrastructure, Tower Leasing and Ownership Models, Market Expansion, Sale and Leaseback, Local vs Global Strategy, Capital-intensive business models, Currency devaluation Conversation highlights: (01:50) - What IHS does and why we're talking about it (04:37) - How Towers work (12:47) - How Telcos work with Towers in Nigeria and parts of Africa (23:22) - IHS Founding and Early History (34:19) - Funding (39:32) - Growth and International Expansion (47:26) - IHS IPO and trends post IPO (55:50) - Product Strategy & Monetization (1:08:30) - Competition (1:16:22) - Bankole's overall thoughts and outlook (1:24:06) - Olumide's overall thoughts and outlook (1:30:24) - Recommendations and small wins Olumide's recommendations & small wins: Interested in investing in Africa Tech with Olumide: Read about Adamantium fund & contact me at olumide@afrobility.com. Founders looking for funding: If you're a B2B founder working on Education, Health, Finance or food, please contact me for funding at olumide@afrobility.com Checkout my FIREDOM book = FIRE (Financial Independence, Retire Early) + Freedom = personal finance and financial independence book. Website, Read: Substack Newsletter & Buy: Print, eBook or Audiobook) Recommendation: Incredible Dance routine video to Sisa Song by King Promise: I love it so much I'm not sure how to put it into words. 1 minute of greatness Recommendation: Chris Brown “Sensational” live performance : Watching Chris Brown dance is watching a master of his craft. Recommendation: J. Cole - Let Nas Down Recommendation: Nas - Make Nas Proud Recommendation: Nas & Eminem - EPMD 2 Recommendation: Nas - Rare Small win: Went back to reading older books to reset my reading palate Bankole's recommendations & small wins: Recommendation: The Search for the Perfect Door - YouTube && Unusual Electric Car Features in Nigeria - Bloomberg Small win: Running sprints  Other content: Palito FM Autoscan Radio Listeners: We'd love to hear from you. Email info@afrobility.com with feedback! Founders & Operators: We'd love to hear about what you're working on, email us at info@afrobility.com Investors: It would be great to link up with you. Contact us at info@afrobility.com Join our insider mailing list where we get feedback on new episodes & find all episodes on Afrobility.com

The Money Show
Telkom sells Swiftnet for an enterprise value R6.75 billion; Why South Africans cannot keep paying for Transnet's mismanagement or state capture

The Money Show

Play Episode Listen Later Mar 22, 2024 38:51


Serame Taukobong, group CEO at Telkom tells Ray White about the decision behind the sale of their subsidiary Swiftnet for R6.75 billion. Swiftnet, is a key player in the South African market, owning around 4000 installations of masts, towers and leases co-location space to major mobile network operators.   Prof Jan Havenga, logistics Professor at Stellenbosch University explains to Ray White why South Africans and corporates should be held liable for Transnet's mismanagement and be twice billed for its state capture.     Debbie Hathway, watches and jewellery writer on green dial watches and why they are the hottest thing right now on our Friday File.See omnystudio.com/listener for privacy information.

JSEDirect with Simon Brown
Abenomics worked, Fed not so much (#579)

JSEDirect with Simon Brown

Play Episode Listen Later Mar 22, 2024 21:49


Market Updates: Recent news on Markus Jooste's fine and tragic passing prompts reflection on justice and mental health awareness. Telkom's sale of its towers business for R6.75 billion highlights strategic shifts and potential opportunities in the telecom sector. Ongoing rise in oil prices raises concerns about inflationary pressures and global economic impacts. Market Analysis and Insights: Gold's Surge: Gold prices hit new all-time highs above $2200, reflecting investor concerns and market sentiment following Jerome Powell's recent statements on inflation and monetary policy. Gold mining companies show varied responses, with Pan-African, Goldfields, DRD, and Anglogold Ashanti experiencing gains. Interest Rates and Economic Outlook: Powell's announcement of no immediate rate cuts and a projected total of three cuts for the year signals a cautious approach towards inflation. Rising interest rates pose challenges for companies with significant debt burdens, while those with ample cash reserves stand to benefit. Inflation and Monetary Policy: CPI data reflects higher-than-expected inflation rates, prompting speculation about potential rate cuts in South Africa and implications for economic recovery. Abenomics, Japan's economic policy experiment, demonstrates the effectiveness of unconventional monetary measures in stimulating growth and combating deflation. Company Updates and Reflections: Remgro Results: Remgro's net asset value growth raises questions about the effectiveness of its management strategy, despite trading at a significant discount. Remgro has grown its NAV per share by 5% p.a. since 2010. Over the same period, the ALSI TR index has done 12% p.a. If you expect this underperformance to continue (and nothing in their recent capital allocation decisions indicates otherwise), then a fair discount to NAV is… — Piet Viljoen (@pietviljoen) March 19, 2024   Contrasting performance with Sabvest Capital highlights the importance of superior returns and effective capital allocation in investment decisions. Sun International: Strong financial results from Sun International underscore challenges and opportunities in the leisure and hospitality sector, amid shifting consumer behaviors and economic uncertainties.