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
