Finweek - English

Finweek is South Africa’s leading financial weekly magazine focusing on investment. With its brisk, creative and authoritative analysis of business and investment issues, it’s an essential business tool in the daily battle for competitive advantage. Today's business decision-makers have to cope with increased pressure on their time and are expected, more than ever before, to succeed in the face of stiffer competition. Finweek provides relevant information in quick bytes, along with award-winning investment advice.

from the editor

Tech incubators and accelerators • The dearth of innovation in the public sector has contributed to the growth of recent institutional innovations.

Absa’s BEE headache • The bank has a challenging task with two appointments as they have to appease shareholders and lobby groups.

Finweek - English

“SAA COULD BE BUILT INTO AN EFFICIENT, CUSTOMER-FOCUSSED AND INNOVATIVE AIRLINE.”

“PERSUADE THE COMPANY NOT TO LEAVE LICHTENBURG.”

“[However], lack of sufficient electricity and slow reforms will prevent a faster recovery.”

DOUBLE TAKE

Squeezing water from … air • The drought in the Western Cape has led to the establishment of this innovative business and today, Aquasky’s production facility is a first in the industry.

Thungela’s rocky road • The coal miner’s listing on the JSE was disappointing but expected.

Is the end-of-cycle discount on platinum group metals justifiable? • The adoption of battery electric vehicles and investment in new technology may spur the metal price rally longer.

Power crisis: Is the end in sight? • At least two years before the private sector can fill the electricity gap.

Balancing exposure to shares with stable investments • The Element Real Income SCI Fund aims to achieve a high income yield to grow in line with inflation (CPI).

house view

Ending its long-term bear trend

Determining metrics • How do forward price-to-earnings ratios and dividend yields work?

Can the short-term momentum become long-term growth? • The local economy may have some momentum – boosted by a strong rand – now, but will this last?

Directors are not saints • Should investors be wary when the powers that be sell their shares or leave their companies?

Solid capital allocation for Mr Price • One of South Africa’s best-run apparel retailers sets out its strategy for the coming years.

Simon’s stock tips • Founder and director of investment website JustOneLap.com, Simon Brown, is finweek’s resident expert on the stock markets. In this column he provides insight into recent market developments.

Misery: What do the numbers say? • The Misery Index – the SA government needs to take urgent action in fostering job creation.

Green future for real estate • Environmentally friendly office buildings outperform non-sustainable peers.

Will stratospheric valuations return to earth? • More than two decades of accommodative monetary policies have resulted in companies continuing an upward trend into elevated market valuations. Will this remain the case?

FUND FOCUS

Betting on outstanding future returns • All is not doom and gloom in South Africa’s economy: quality shares look cheap, commodity prices are up and bonds have delivered good returns.

Finding financial stocks amid the fears • Denker Global Financial Fund’s Kokkie Kooyman talks about the latest performance of his fund and related issues.

Purist approach to quality investing • Stocks such as Microsoft, Moody’s, Schwab and Autodesk are solid shares to own.

Be the fire and wish for the wind • Sasfin’s Arno Lawrenz takes a leaf out of the principles of firefighting to explain the importance of risk in investment...