Best PSG Financial Services Podcasts (2024)

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

2h 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

6h 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
Ghost Wrap #74 (Balwin | British American Tobacco | Mr Price | Vodacom) 5:00

4h ago5:00

5:00

Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Balwin's push into rentals and what this means for the investment case. British American Tobacco's growth wobbly in the New Categories. Mr Price and the question marks around organic growth. Vodacom's challenges in finding growth…

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

7h 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

7h 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
Ghost Wrap #73 (Richemont | AVI | Karooooo | Prosus) 5:51

6d ago5:51

5:51

Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Richemont's sales disappointment and broader luxury pressures in China. AVI's ability to turn modest revenue growth into great profit growth. Karooooo living up to its growth promises after a tough period in Asia. Prosus giving t…

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

4h 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
Ghost Wrap #72 (KAP | Sephaku Holdings | ArcelorMittal | Nampak) 5:43

10d ago5:43

5:43

Ghost Wrap is your regular update on the most interesting company news in the South African market. In just a few minutes, you can get the latest news and my views on KAP, Sephaku Holdings, ArcelorMittal and Nampak. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a nationa…

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

22d 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

22d 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
Ghost Wrap #71 (Capital Appreciation | MultiChoice | Spar | The Foschini Group) 5:09

2M ago5:09

5:09

Ghost Wrap is your regular update on the most interesting company news in the South African market. In just a few minutes, you can get the latest news and my views on Capital Appreciation, MultiChoice, Spar and The Foschini Group. The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a…

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

1M 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

2M 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

2M 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

2M 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
Ghost Wrap #70 (Balwin | Quantum Foods | De Beers | Tiger Brands | Bidcorp) 8:04

2M ago8:04

8:04

Ghost Wrap is your regular update on the most interesting company news in the South African market. In just a few minutes, you can get the latest news and my views on Balwin, Quantum Foods, De Beers, Tiger Brands and Bidcorp. The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a nati…

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

2M 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

3M 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
Ghost Wrap #69 (KAL Group | AB InBev | Redefine | RFG Holdings | Calgro M3) 4:11

3M ago4:11

4:11

Ghost Wrap is your regular update on the most interesting company news in the South African market. In just a few minutes, you can get the latest news and my views on KAL Group, AB InBev, Redefine, RFG Holdings and Calgro M3. The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a nati…

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

3M 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
Ghost Wrap #68 (MTN Nigeria | Datatec | Capital & Regional | Harmony Gold | Astral Foods + Quantum Foods) 5:31

3M ago5:31

5:31

Ghost Wrap is your regular update on the most interesting company news in the South African market. In just a few minutes, you can get the latest news and my views on MTN Nigeria, Datatec, Capital & Regional, Harmony Gold as well as Astral Foods and Quantum Foods in the poultry sector. The Ghost Wrap podcast is proudly brought to you by Mazars, a l…

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

3M 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

3M 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
Ghost Wrap #67 (Sirius Real Estate | Afrimat | Oceana | PSG Financial Services) 5:07

3M ago5:07

5:07

Ghost Wrap is your regular update on the most interesting company news in the South African market. In just a few minutes, you can get the latest news and my views on Sirius Real Estate, Afrimat, Oceana and PSG Financial Services. The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a…

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

4M 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

4M 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
Ghost Wrap #66 (MultiChoice | Grindrod Shipping | MC Mining | Sanlam) 5:56

4M ago5:56

5:56

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market. In this episode of Ghost Wrap, I focused on recent M&A news across various sectors: MultiChoice's R125/share mandatory offer from Canal+ and the potential strategic direction going forward. Grindrod Shipping's selective capital reduction and…

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

4M 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

4M 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

4M 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

4M 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
Ghost Wrap #65 (Transaction Capital | Sun International | Thungela | OUTsurance) 5:38

4M ago5:38

5:38

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market. In this episode of Ghost Wrap, I focused on recent news across various sectors: Transaction Capital didn't get quite as much as it hoped for the WeBuyCars shares, but still raised over R900 million at what seems like a good price. The group …

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

5M 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

5M 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
Ghost Wrap #64 (Mustek | Curro | Sea Harvest | Quilter) 6:03

5M ago6:03

6:03

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market. In this episode of Ghost Wrap, I focused on recent news across various sectors: Mustek is a lesson in two things: the danger of a value trap and the threat of competition in lucrative sector. Curro is telling the market that it wants to fill…

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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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
Ghost Wrap #63 (NEPI Rockcastle | Vukile | Italtile | Bidcorp | Spar | Pick n Pay) 5:39

5M ago5:39

5:39

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market. In this episode of Ghost Wrap, I focused on recent news across various sectors: NEPI Rockcastle just released record distributable earnings per share and Vukile easily raised R1 billion on the local market, so there's demand for offshore pro…

1
Ghost Wrap #62 (Sasol | ArcelorMittal | Sappi | Curro | British American Tobacco) 6:38

6M ago6:38

6:38

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market. In this episode of Ghost Wrap, I focused on the recent updates from these groups Sasol has seen its share price halve over the past year, with the wonderful opportunity for investors in 2020 becoming a very distant memory as infrastructure a…

1
Ghost Wrap #61 (The Foschini Group | Mr Price | Truworths | Pepkor) 5:13

6M ago5:13

5:13

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market. In this episode of Ghost Wrap, I focused on the recent updates from four clothing retail groups: The Foschini Group got the market excited about the sector, with strong growth in the local business and encouraging commentary on margins - but…

1
Ghost Wrap #60 (Motus | Attacq | Clicks | Woolworths) 5:13

6M ago5:13

5:13

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market. In this episode of Ghost Wrap, I covered these important stories on the local market: Motus is a great example of how cyclical the used car industry is, with the additional challenge of having costly debt. Attacq's turnover and footfall upda…

1
Ghost Wrap #59 (Merafe | Pick n Pay | Frontier Transport | Tharisa + Northam Platinum) 4:23

7M ago4:23

4:23

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market. In this episode of Ghost Wrap, I covered these important stories on the local market: Merafe's 2023 production numbers are a good reminder of the importance of not just availability of electricity, but also the cost thereof. Pick n Pay has a…

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

7M 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

7M 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 …

Podcasts Worth a Listen

PSG Financial Services Podcasts

Podcasts Worth a Listen

Quick Reference Guide