PSG Financial Services

PSG Financial Services

di PSG Financial Services
AmministrazioneNotizie economiche
Stagione 8

Home Affairs 2.0: Getting the system back online: PSG Think Big Series

Dr Leon Schreiber: Minister of Home Affairs Facilitated by Alishia Seckam: Broadcast and financial journalist. Dr Leon Schreiber is the Minister of Home Affairs and a Member of Parliament for the Democratic Alliance. Prior to his appointment as Minister in June 2024, he served as Shadow Minister of Public Service and Administration, as a Whip in the National Assembly, and as Strategy and Communications Advisor to the Leader of the Opposition. He earned his Doctorate in Political Science, magna cum laude, from the Free University of Berlin in 2015, after completing Master’s, Honour’s and Bachelor's degrees in International Studies and Political Science at Stellenbosch University. The series is a collection of dialogues with high-value speakers hosted by broadcast and financial journalist Alishia Seckam. Each topic addresses burning issues that are concerning South Africans in these uncertain times. The Think Big series aims to empower you with factual evidence and manage expectations on various aspects of how the current situation could unfold. https://www.psg.co.za/news-and-publications/events-and-webinars 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. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.
S8 · E7
26 ago 2025
38:17

Strictly Business: Financial Market Wrap with Schalk Louw

20 August 2025 Strictly Business: Financial Market Wrap with Schalk Louw
S8 · E6
21 ago 2025
19:16

MoneywebNOW: Standard Bank cheap after

15 August 2025 MoneywebNOW: Standard Bank cheap after
S8 · E5
18 ago 2025
20:22

Strictly Business: Market Wrap with Schalk Louw

13 August 2025 Strictly Business: Market Wrap with Schalk Louw.
S8 · E4
18 ago 2025
36:06

SAfm Market Watcher: Seeing Red

14 August 2025 SAfm Market Watcher: Seeing Red
S8 · E3
18 ago 2025
8:02

Investment idea: Renergen Limited - 7 August 2025

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 Limited. 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. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.
S8 · E2
7 ago 2025
2:00

Investment idea: Shoprite - 29 July 2025

Our team of skilled analysts recently reviewed their Shoprite 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. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.
S8 · E1
29 lug 2025
1:46
Stagione 7

Waste not, want not: How to ensure a resilient and stable water supply in South Africa: PSG Think Big Series

Sipho Mosai: Group Chief Executive of Rand Water Facilitated by Alishia Seckam: Broadcast and financial journalist. Sipho Mosai has been Group Chief Executive: Rand Water since 2019. Before that he was Chief Operations Officer, also at Rand Water, for 10 years. He is a scientist by training, a strategist and business leader in the water sector, and boasts over 20 years of executive management and technical experience. The series is a collection of dialogues with high-value speakers hosted by broadcast and financial journalist Alishia Seckam. Each topic addresses burning issues that are concerning South Africans in these uncertain times. The Think Big series aims to empower you with factual evidence and manage expectations on various aspects of how the current situation could unfold. https://www.psg.co.za/news-and-publications/events-and-webinars 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. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.
S7 · E50
29 lug 2025
25:47

Investment idea: Naspers and Prosus - 17 July 2025

In our last report on Naspers and Prosus (in January 2025), we discussed Naspers and Prosus half year FY2025 results. We have since received the full year results as well as some acquisition activity, summarised below. At the beginning of the year Tencent was placed on a “Chinese military companies” list by the US which had a material impact on both Naspers and Prosus’s share prices in January but has since had a strong recovery. Below we summarise the last 6 months for the company: In May 2025, Prosus completed the acquisition of Despegar, a leading online travel agency in Latin America, for approximately $1.7 billion, at a 33% premium to the share price at the time. Despegar generated $774 million in revenue for FY24. In February 2025, Prosus announced it had made a cash offer of €4.1 billion for global food delivery company, Just Eat Takeaway.com, at a 63% premium to the share price in February. The acceptance of such has been fully recommended by Just Eat’s board and should conclude towards the end of 2025. The company generated $3.8 billion in sales in FY24. Prosus full year results had the following highlights: Full year revenue came in at $6.2 billion, a 21% increase for the year. Adjusted EBIT came in at $179 million, posting a positive full year number for the first time after reporting a loss of $118 million in 2024. Profitability was driven by Classifieds and Food Delivery with EBIT figures of $273 million and $218 million respectively. Free cash flow positive for the first time, excluding Tencent. 100% increase in dividend (€0.2 – R4.12) per share. 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. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.
S7 · E49
17 lug 2025
4:05

Investment idea: Sasol - 9 July 2025

On 20 May 2025, Sasol held a Capital Markets Day, providing a comprehensive update on its corporate strategy, operational performance, emissions reduction roadmap, and financial framework. Some key highlights are: Sasol anticipates adjusted its EBITDA to rise from R60 billion to a range of between R64–R71 billion by FY28. Cost savings of R10–R15 billion (relative to inflation) are a major contributor to this EBITDA growth, which is targeted for achievement by FY28. The company maintains its net debt ceiling target below US$3 billion, reflecting a disciplined financial approach. Capital expenditure is set to be reduced by R15–R20 billion compared to previous guidance, underscoring Sasol’s focus on efficiency. The Chemicals segment is targeting an EBITDA margin of at least 15% by FY28, with positive cash flow before financing costs projected for FY25. This will result from operational streamlining, the closure or exit of underperforming assets, and a shift from volume-driven to value-driven strategies. For mining operations in South Africa, priorities include restoring Secunda production to 7.4 million tons per annum or higher and reducing the oil breakeven price to $50/bbl by FY28 (1H25: just below $60/bbl). Key initiatives include improving coal quality through destoning and X-ray sorting, implementing real-time coal quality testing, and delivering sustainable cost reductions of R8–R10 billion by FY28. 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. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.
S7 · E48
9 lug 2025
1:34
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