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🎙 Podcast: Market Moves – Prosus, Naspers and Sasol
Manage episode 469769587 series 2793305
Content provided by Old Mutual Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:
- Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.
- What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.
- Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?
- The big picture: What these moves signal for South Africa’s market outlook.
Thanks for listening! Follow us on Linkedin.
335 episodes
Share
Manage episode 469769587 series 2793305
Content provided by Old Mutual Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:
- Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.
- What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.
- Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?
- The big picture: What these moves signal for South Africa’s market outlook.
Thanks for listening! Follow us on Linkedin.
335 episodes
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Similar to Invest with Perspective
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
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…
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…
continue reading
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Go offline with the Player FM app!
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