Netcare fears medical aid cancellations – The Sunday Times

The financial duress consumers are under raises the risk that they could cancel medical aid membership, putting the likes of hospital group Netcare under increased pressure. Article by Nick Wilson with insight by Sarah le Roux – investment analyst for Kagiso Asset Management. view article

Trust deficit – Financial Mail

The company’s recent AGM was a long, grim affair, with difficult questions raised about excessive executive pay, climate change and the infamous Lake Charles project. But CEO Fleetwood Grobler remains upbeat about the future if the petrochemicals company. Article by Lisa Steyn with commentary from Abdul Davids – portfolio manager at Kagiso Asset Management. view […]

Sasol to sell its Gemini stake for $404m to its US partner – Business Day

Chemicals and energy group Sasol has agreed to sell its 50% stake in US-based polythene business Gemini for $404m (R6.2bn), the latest disposal as the group seeks to cut debt and avoid tapping shareholders. Article by Karl Gernetzky and Lisa Steyn with commentary from Abdul Davids – portfolio manager at Kagiso Asset Management. view article

Omnia gets its chemistry right in hard lockdown – Business Day

Chemicals, fertiliser and explosives group Omnia is upbeat about SA’s agricultural prospects, expecting sustained demand for inputs as favourable weather and prices underpin the sector. Article by Alastair Anderson with commentary by Aslam Dalvi – portfolio manager at Kagiso Asset Management. view article

Mondi’s earnings slip despite cost cuts – Business Live

Analysts, however, are positive about the paper and packaging group, saying it is well run, cash flow generative and resilient. Article by Karl Gernetzky with commentary by Dirk van Vlaanderen – portfolio manager for Kagiso Asset Management. view article

Boutiques are better…right – Blue Chip

The debate about whether it is better to invest in a boutique manager or a larger more established manager has been argued for years. It joins the list of value vs. growth, onshore vs. offshore, small cap vs. large cap, flat fee vs. performance fee and many other hotly contested comparisons. James Downie addresses the […]

Options amid the rubble – Financial Mail

There were some surprising names among the stocks that slunk to new 12-month lows this week. One might have thought that pretty much all the bad news was already priced in at cement maker PPC, food counter RCL and packaging stalwart Nampak. Not quite, it seems. Written by Marc Hassenfuss. view article

Platinums new sweeter spot elicits multiplicity of optimist analyst views – Mining Weekly

The new sweeter spot that platinum group metals (PGMs) has entered drew a multiplicity of mainly optimistic viewpoints from analysts attending the virtual PGM Industry Day. Chaired by business development manager Rand Merchant Bank Henk de Hoop, the viewpoints were provided by Standard Chartered Bank executive director precious metals research Suki Cooper, Prudential portfolio manager […]

Conditions are ripe for investors taking a contrarian approach – Business Day

It’s time to diversify with a strategy that swims against the prevailing market tide. Not many fund managers call themselves value managers any more, other than a few diehards such as John Biccard at Ninety One, where his franchise has a place as one of the more exotic dishes — a hot vindaloo perhaps — […]

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