Beste Psg Financial Services Podcasts (2024)

1
Investment Idea: Redefine Properties - 16 September 2024 2:53

20h ago2:53

2:53

Since our last report in June 2024, the share price has increased by 18% from R3.8 to R4.5. Although the upside to our intrinsic value has decreased, we maintain our buy recommendation due to our view that there should be a further outperformance indicating an upside as high as 15% in our bull case. Since then, there hasn’t been any significant new…

1
Investment Idea: Sibanye Stillwater - 12 September 2024 2:50

1d ago2:50

2:50

Our last report in May covered the 1Q24 sales and operating update for Sibanye. We highlighted balance sheet concerns and noted that the group was engaging with lenders to increase debt covenants. The following events have taken place since: Sibanye released a trading statement on 2 September 2024 indicating that EPS were expected to decline by mor…

1
Investment Idea: Nedbank - 11 September 2024 3:10

6d ago3:10

3:10

On 6 August 2024, Nedbank released its 1H24 results which were characterised by: Headline earnings increased 8% driven by non-interest revenue growth and lower impairments. However, total comprehensive income (which includes other comprehensive income) for the period declined by 26% as the share of losses in other comprehensive income from investme…

1
Investment Idea: PPC - 15 August 2024 4:10

22d ago4:10

4:10

Our team of skilled analysts recently reviewed their PPC recommendation. Listen to this recording to find out which factors they considered to reach their hold recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information…

1
From port to pipeline - Transnet’s future New CEO’s recovery plan for operational and financial success: PSG Think Big Series 34:49

1M ago34:49

34:49

Adv. Michelle Phillips: Group CEO: Transnet Facilitated by Alishia Seckam: Broadcast and financial journalist. Adv. Michelle Phillips is the current Group Chief Executive of Transnet SOC Ltd and was appointed into this role effective 01 March 2024. She has 24 years’ experience in Transnet with a proven track record in business and operations improv…

1
Investment Idea: Nedbank - 31 July 2024 3:30

2M ago3:30

3:30

Our team of skilled analysts recently reviewed their Nedbank recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informat…

1
Investment Idea: MTN - 29 July 2024 1:30

2M ago1:30

1:30

Our team of skilled analysts recently reviewed their MTN recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information.…

1
Investment Idea: PPC - 22 July 2024 1:44

2M ago1:44

1:44

This report highlights that PPC declares its first dividend in nine years as the cement producer returns to profitability. Management’s shake-up with the new group CEO Matias Cardarelli has strengthened the Executive Committee (Exco) with several new roles to improve the profitability and sustainable return on capital in South Africa. Internationa…

1
GNU: The First 100 Days What needs to be done to transform promises into policy, address systemic inequalities and ensure economic growth: PSG Think Big Series 34:23

2M ago34:23

34:23

Justice Malala: Political Analyst Facilitated by Alishia Seckam: Broadcast and financial journalist. Justice Malala is a best-selling author, political analyst, newspaper columnist, media entrepreneur, talk-show host, and public speaker. As columnist on major publications in SA and as anchor of a major political talk show, Malala is a voice to whic…

1
Investment Idea: British American Tobacco - 16 July 2024 4:06

2M ago4:06

4:06

Our team of skilled analysts recently reviewed their British American Tobacco recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as…

1
Investment Idea: Redefine - 21 June 2024 2:40

3M ago2:40

2:40

Our team of skilled analysts recently reviewed their Redefine recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informa…

1
Investment Idea: Renergen - 20 June 2024 2:56

3M ago2:56

2:56

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Renergen. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as gen…

1
Navigating Change: The Aftermath of the National Elections: PSG Think Big Series 30:46

4M ago30:46

30:46

Moeletsi Mbeki: Political Analyst Facilitated by Alishia Seckam: Broadcast and financial journalist. Moeletsi Mbeki is a political analyst, author, and an entrepreneur. He is the Chairperson of The South African Institute of International Affairs (SAIIA) based at the University of the Witwatersrand advancing a well-governed, peaceful, economically …

1
Investment Idea: Old Mutual - 3 June 2024 2:25

4M ago2:25

2:25

Our team of skilled analysts recently reviewed their Old Mutual recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general infor…

1
Investment Idea: Sibanye - 3 June 2024 2:37

4M ago2:37

2:37

For our latest Event Impact Assessment, our team of skilled analysts reviewed Sibanye update for the quarter ending 31 March 2024 released in May 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessari…

1
Investment Idea: South African Banks - 28 May 2024 2:51

4M ago2:51

2:51

Our team of skilled analysts recently reviewed their SA Banks recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informa…

1
Investment Idea: PPC - 21 May 2024 1:24

4M ago1:24

1:24

For our latest Event Impact Assessment, our team of skilled analysts reviewed PPC full year results for FY24 released in March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. Th…

1
Investment Idea: MTN - 9 May 2024 3:08

4M ago3:08

3:08

Our team of skilled analysts recently reviewed their MTN recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information.…

1
Investment Idea: Capitec - 3 May 2024 2:34

4M ago2:34

2:34

For our latest Event Impact Assessment, our team of skilled analysts reviewed Capitec full year results for FY24 released in March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG…

1
Investment Idea: Naspers and Prosus - 29 April 2024 1:42

5M ago1:42

1:42

For our latest Event Impact Assessment, our team of skilled analysts reviewed Naspers and Prosus first-half results for FY24 released in March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily …

1
Lead up to elections 2024: Potential coalitions, predicted outcomes and possible impact on SA: PSG Think Big Series 32:45

5M ago32:45

32:45

Sanusha Naidu: Foreign Policy Analyst Facilitated by Alishia Seckam: Broadcast and financial journalist. Sanusha Naidu is a foreign policy analyst. She has a Masters in International Relations from the University of Staffordshire, United Kingdom. She has previously worked at the Centre for Conflict Resolution based in Cape Town and managed the Sout…

1
Investment Idea: Aspen - 18 April 2024 2:58

5M ago2:58

2:58

For our latest Event Impact Assessment, our team of skilled analysts reviewed Aspen first-half results for FY24 released on 4 March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PS…

1
PSG Financial Services Annual Results Presentation_FY2024 13:18

5M ago13:18

13:18

CFO Mike Smith talks about our results for the year ended 28 February 2022. Our full annual results are available at https://www.psg.co.za/investor-relations/overview or watch the video https://youtu.be/oyHsx70aLSg PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. T…

1
Investment Idea: Impala Platinum - 8 April 2024 1:53

5M ago1:53

1:53

For our latest Event Impact Assessment, our team of skilled analysts reviewed Impala Platinum first-half results for FY24 released in March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily tho…

1
Investment Idea: FirstRand - 2 April 2024 3:41

6M ago3:41

3:41

Our team of skilled analysts recently reviewed their FirstRand recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general inform…

1
Investment Idea: Shoprite - 27 March 2024 2:26

6M ago2:26

2:26

For our latest Event Impact Assessment, our team of skilled analysts reviewed Shoprite first-half results for FY24 released on 5 March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of…

1
Governing in an election year: Discussing the challenges municipalities face including delivery of basic services and how to ensure continued progress despite constraints: PSG Think Big Series 37:35

6M ago37:35

37:35

Geordin Hill-Lewis: Executive Mayor of Cape Town Facilitated by Alishia Seckam: Broadcast and financial journalist. Geordin Hill-Lewis, 37, is Cape Town's youngest Mayor, with degrees in Politics, Philosophy, and Economics from UCT, and a Masters in Finance specialising in Economic Policy from London University. Since 2011, he's been a Member of Pa…

1
Investment Idea: Harmony - 15 March 2024 1:09

6M ago1:09

1:09

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Harmony. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as gene…

1
Investment Idea: Sasol - 14 March 2024 3:36

6M ago3:36

3:36

Our team of skilled analysts recently reviewed their Sasol recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informatio…

1
Investment Idea: BAT - 26 February 2024 4:14

7M ago4:14

4:14

For our latest Event Impact Assessment, our team of skilled analysts reviewed BAT first-half results for FY23 released on 26 February 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of …

1
Investment Idea: PPC - 29 February 2024 2:06

7M ago2:06

2:06

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for PPC. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general …

1
Investment Idea: Renergen - 13 February 2024 3:02

7M ago3:02

3:02

For our latest Event Impact Assessment, our team of skilled analysts reviewed Renergen first-half results for FY23 released on 13 February 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily thos…

1
Investment Idea: Redefine - 6 February 2024 2:05

7M ago2:05

2:05

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Redefine Properties. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is prov…

1
Investment Idea: Richemont - 5 February 2024 2:50

7M ago2:50

2:50

Our team of skilled analysts recently reviewed their Richemont recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general inform…

1
Investment Idea: Ninety One - 23 January 2024 4:06

7M ago4:06

4:06

For our latest Event Impact Assessment, our team of skilled analysts reviewed Ninety One first-half results for FY23 released on 23 January 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily tho…

1
Investment Idea: Sibanye Stillwater - 30 January 2024 2:46

7M ago2:46

2:46

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Sibanye Stillwater. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provi…

1
Budget 2024: Exploring the details of the 2024 budget speech and the economic landscape that lies ahead: PSG Think Big Series 30:35

7M ago30:35

30:35

Dr Duncan Pieterse: Director-General of the National Treasury of South Africa Facilitated by Alishia Seckam: Broadcast and financial journalist. Dr Duncan Pieterse has been appointed as the Director-General as from 1 September 2023, having served in various positions in the National Treasury over the past 10 years, including as the Deputy Director-…

1
Investment Idea: BATS - 21 December 2023 4:43

8M ago4:43

4:43

Our team of skilled analysts recently reviewed their BATS recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information…

1
Investment Idea: MTN - 14 December 2023 2:28

8M ago2:28

2:28

For our latest Event Impact Assessment, our team of skilled analysts reviewed MTN first-half results for FY23 released on 14 December 2023. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of …

1
Investment Idea: Naspers- 13 December 2023 2:00

8M ago2:00

2:00

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Naspers, The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as gene…

1
Investment Idea: PPC- 29 November 2023 2:13

9M ago2:13

2:13

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for PPC. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general …

1
Investment Idea: Sibanye Stillwater- 29 November 2023 3:49

9M ago3:49

3:49

For our latest Event Impact Assessment, our team of skilled analysts reviewed Sibanye Stillwater first-half results for FY23 released on 29 November 2023. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necess…

1
Investment Idea: Aspen - 29 November 2023 3:23

9M ago3:23

3:23

Our team of skilled analysts recently reviewed their Aspen recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informatio…

1
Investment Idea: Renegen V1- 22 November 2023 2:51

10M ago2:51

2:51

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Renegen. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as gene…

1
Investment Idea: Sibanye Stillwater - 11 November 2023 2:27

10M ago2:27

2:27

For our latest Event Impact Assessment, our team of skilled analysts reviewed Sibanye Stillwater first-half results for FY23 released on 11 November 2023. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necess…

1
Investment Idea: US Banks - 8 November 2023 2:59

10M ago2:59

2:59

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for US Banks. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as gen…

1
Investment Idea: Capitec - 6 November 2023 1:51

10M ago1:51

1:51

Our team of skilled analysts recently reviewed their Capitec recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informat…

1
The NHI, health insurance and the future of integrated healthcare in South Africa: PSG Think Big Series 28:26

10M ago28:26

28:26

Adrian Gore: Founder & Chief Executive at Discovery Limited Facilitated by Alishia Seckam, Broadcast and financial journalist and Adriaan Pask - Chief Investment Officer at PSG Wealth. The NHI in South Africa brings about a lot of debate – it is intended to benefit all South Africans under the constitution – but is the current proposal realistic? J…

1
Investment Idea: Disney - 19 October 2023 2:46

11M ago2:46

2:46

Our team of skilled analysts recently reviewed their Disney recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation.The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informatio…

1
Investment Idea: Redefine - 26 October 2023 3:26

11M ago3:26

3:26

For our latest Event Impact Assessment, our team of skilled analysts reviewed Redefine first-half results for FY23 released on 26 October 2023. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more.The opinions expressed in these podcasts are the opinions of the series and not necessarily those …

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Psg Financial Services Podcasts

Podcasts, die es wert sind, gehört zu werden

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