PSG Financial Services

17 September 2025 RSG Geldsake: Markoorsig

17 September 2025 Strictly Business: The 5o’clock Shadow with Schalk Louw – Market Wrap Up

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at Mr Price.

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...

10 September 2025 Strictly Business: The 5o’clock Shadow with Schalk Louw – Market Wrap Up

9 September 2025 RSG Geldsake: Die rand hou aan veld wen teen die dollar

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at 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 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...

05 September 2025 MoneywebNOW: Market punishing results that are only ‘decent’

3 September 2025 Strictly Business: The 5o’clock Shadow with Schalk Louw – Market Wrap Up

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at four semiconductor companies; ASML Holdings, Nvidia, Intel and Lam Research.

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...

1 September 2025 RSG Geldsake: Markoorsig – Augustus was ‘n pragtige maand

27 August 2025 Strictly Business: The 5o’clock Shadow with Schalk Louw – Market Wrap Up

In this report, we review Harmony Gold’s most recent released statement on production, grade, and cost guidance for FY25. The information includes:

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 degr...

20 August 2025 Strictly Business: Financial Market Wrap with Schalk Louw

15 August 2025 MoneywebNOW: Standard Bank cheap after

13 August 2025 Strictly Business: Market Wrap with Schalk Louw.

14 August 2025 SAfm Market Watcher: Seeing Red

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...

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...

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...

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 ap...

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:

Barbara Creecy: Minister of Transport

Facilitated by Alishia Seckam: Broadcast and financial journalist.

In July 2024 Ms Barbara Creecy was appointed as the Minister of Transport in the new Government of National Unity. Ms Creecy served as the Minister of Forestry, Fisheries and the Environment between 2019 and 2024. In November 2019, Ms Creecy was also elected as the President of the African Ministerial Conference on the Environment (AMCEN).

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...

For our latest Event Impact Assessment, our team of skilled analysts reviewed Aspen. 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. 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...

For our latest Event Impact Assessment, our team of skilled analysts reviewed British American Tobacco. 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. 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...

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 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...

Dr Frans Cronje: Director of DNA Economics

Facilitated by Alishia Seckam: Broadcast and financial journalist.

Dr Frans Cronje is an analyst with 20 years of experience advising corporations and government agencies on South African and global strategic risks. He runs an advisory firm, chairs South Africa’s Social Research Foundation, sits on the advisory board of the BRE-DE-RE think-tank in Germany, and chairs the US based Yorktown Foundation for Freedom.

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 ar...

In this report, we review Harmony Gold’s interim results for the period ended 31 December 2024, released in March 2025, alongside the current global macroeconomic environment.

Financial:

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 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...

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 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...

Matthew Stern: Director of DNA Economics

Facilitated by Alishia Seckam: Broadcast and financial journalist.

Matthew Stern is the founder of DNA Economics and is currently the head of the company’s Trade and Investment Practice. He has previously worked for First National Bank, the South African Department of Trade and Industry, the National Treasury of South Africa and the World Bank. He has led multiple projects for the SADC, SACU and AfCFTA Secretariats and the African Union Commission, and has undertaken assessments for business and government departments in South Africa on the impact of trade ag...

For our latest Event Impact Assessment, our team of skilled analysts reviewed PPC. 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. 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...

Our team of skilled analysts recently reviewed their Standard Bank 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...

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 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...

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 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...

Mr Christopher Axelson: Acting Deputy Director General: Tax and Financial Sector Policy

Facilitated by Alishia Seckam: Broadcast and financial journalist.

Mr Christopher Axelson, Deputy Director at National Treasury and Acting Head of Tax and Financial Sector Policy, will provide an in-depth analysis of the budget speech delivered by the Minister of Finance on 12 March. He will cover key changes, the main drivers of growth and infrastructure development, and the budget’s impact on the South African economy.

The series is a collection of dialogues with high-value speakers hosted by broadcast and financial journalist Al...

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 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...

The recent transaction and events from Sibanye Stillwater:

A probability of 35% that the...

After two years of declining cigarette volumes, the revocation of the menthol ban should mitigate declining volumes, although negative volumes are still expected.Key points in the investment thesis are:Management states that illicit vapour in the US account for 60% of sales. The FDA is moving too slowly at the frustration of management. Aim for 50% smoke-free products by 2035.US cigarette sales surprised on the downside with volumes down in the low teens single digits in the past 18 months. This was against the expectation of 3-5%. Going forward it is expected at low single digits, and the revocation of the menthol...

Justice Malala: Renowned South African political journalist, commentator and best-selling author

Facilitated by Alishia Seckam: Broadcast and financial journalist.

Justice Malala is a political analyst, best-selling author, newspaper columnist, media entrepreneur, talk-show host and public speaker. He is regarded as one of Africa’s most prominent independent political voices with a reputation for a fearless brand of journalism.

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 se...