Investing

Everything that is happening in AI at the moment is sending a stake right through the heart of numerous technology companies — and their valuations.

Global cement giant Heidelberg Materials is said to be exploring a bid for PPC. It's speculation that is worth serious consideration, as the PPC share price has shown since the Bloomberg report about the possible bid was published.

It’s one step forward, two steps back for Sappi, South Africa’s longest-listed paper producer. This quarter, it produced a stomach-churning loss of $413m.

Sibanye-Stillwater's development of its lithium mine in Finland has been impressive, but some analysts are cautious about its value. A combination of execution and market risk is one of the concerns

CMH deals with traditional motoring brands but is not concerned about the effect of the rising presence of Chinese and Indian brands locally. Its Mandarin parts business to service customers of these cars is expanding.

As capex bills mount and return on AI investments remains in question, the Meta Platforms CEO believes in building experiences and monetising them when they get to scale

Market disappointment at the Cell C IPO in November 2025 has seen Blu’s share price drop by more than 50%. Though that opportunity is now in the past, Blu’s core business is still solid enough for the patient investor

At Grindrod's operations in the port of Maputo show greater efficiency, and therefore increased profitability, have been achieved by the management, and further improvements are in the pipeline.

Pick n Pay has lost ground to its competitors. Unless it turns its labour strategy around, CEO Sean Summers believes the retailer cannot build the momentum it needs to recover

Wealth management hub PSG Financial Services’ latest numbers give investors plenty of reasons to be happy

As governments decouple from Russia-dominated supply chains, ASP Isotopes is moving to fill the void by reactivating decades of dormant South African nuclear expertise in the hope of capturing a share of the global market.

Rand hedge property counter Sirius is inadvertently cashing in on the Ukraine war, the Iran war and conflicts elsewhere as it ramps up exposure to factories tenanted by arms manufacturers.

Perhaps part of the problem for Clicks is that investors are rotating from safety and quality towards riskier local names that are enjoying an upswing in conditions in South Africa.

With growing uncertainty around interest rates and inflation, UK property stocks present a value proposition that’s becoming difficult to ignore

Love them or hate them, JPMorgan and Goldman Sachs have delivered spectacular results.