Investment Idea: British American Tobacco - 16 July 2024 PSG Financial Services podcast

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Mind The Business: Small Business Success Stories

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Understanding Taxes as a Newly Formed Small Business - Part 2 of the Small Business Starter Kit 28:24

hace 23 días28:24

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In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

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Investment Idea: British American Tobacco - 16 July 2024

hace un año 4:06

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Contenido proporcionado por PSG Financial Services. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente PSG Financial Services o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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 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 (Pty) Ltd is an authorised financial services provider. FSP 728.

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145 episodios

#MBA #Business News #Business #News #PSG Financial Services

PSG Financial Services

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Investment Idea: British American Tobacco - 16 July 2024

PSG Financial Services

published hace un año

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MP3•Episodio en casa

Contenido proporcionado por PSG Financial Services. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente PSG Financial Services o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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 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 (Pty) Ltd is an authorised financial services provider. FSP 728.

… continue reading

145 episodios

#MBA #Business News #Business #News #PSG Financial Services

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PSG Financial Services

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Investment Idea: Aspen - 25 March 2025 3:05

hace 3 días3:05

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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 (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Budget 2025: Exploring the key changes in the 2025 budget speech and the impact on the South African economy: PSG Think Big Series 30:57

hace 11 días30:57

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30:57

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 Alishia Seckam. Each topic addresses burning issues that are concerning South Africans in these uncertain times. The Think Big series aims to empower you with factual evidence and manage expectations on various aspects of how the current situation could unfold. https://www.psg.co.za/news-and-publications/events-and-webinars 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 (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Investment Idea: Sasol Limited - 14 March 2025 3:20

hace 15 días3:20

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3:20

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 (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Investment Idea: Sibanye Stillwater - 27 February 2025 2:33

hace 29 días2:33

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2:33

The recent transaction and events from Sibanye Stillwater: The long-term platinum price is expected to range between $900 and $1 100 due to an increasing demand for Electric Vehicles (EVs) making up a larger percentage of global car sales. Lower prices Platinum Group Metals will reduce supply, supporting prices. The ZAR platinum price has shown consistent growth over the long term, indicating a favourable price trend that is likely to support local PGM producers. The intrinsic value is R23.23 with a 36% upside but Sibanye remains a HOLD because of the following risks and recent events: A probability of 35% that the platinum price will decline to unsustainable operating levels, resulting from: A strong uptick in EV demand resulting in an increased share of total sales. The Russia-Ukraine war ending, leading to reduced sanctions on Russia, and increased Russian PGMs reaching the open market. Tariff war on car imports and exports. Higher than anticipated inflation leading to higher interest rates. Reduced jewellery demand with global growth under pressure with more cost-effective alternatives.…

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PSG Financial Services

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Investment Idea: British American Tobacco - 25 February 2025 3:04

hace 5 weeks3:04

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3:04

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 ban should help. £900m in share buybacks expected in FY25. Net Debt/EBITDA expected to be below 2.5x upon results on 13 February which should prompt additional buyback plans. NGPs still growing strongly and have turned to a profit, and BATS has the highest market share in bo…

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PSG Financial Services

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Budget 2025 cancelled - What does this mean for the GNU, the future of democracy and SA’s economy: PSG Think Big Series 32:11

hace 5 weeks32:11

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32:11

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 series aims to empower you with factual evidence and manage expectations on various aspects of how the current situation could unfold. https://www.psg.co.za/news-and-publications/events-and-webinars 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 (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Investment Idea: Shoprite - 12 February 2025 1:50

hace 6 weeks1:50

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1:50

• This is the pre-eminent food retailer in South Africa, with the best margins and the most effective management, but its sheer size limits the potential for above industry growth (even market share gains will become limited) and its valuation is full. • Key points in the investment thesis are: a. Group revenue growth of 9.5%, however, this was mainly driven by acquisitions as like-for-like revenue growth was 6.3%. Internal selling price inflation of 1.9% implies an increase in like-for-like volume growth. b. The impact of loadshedding is improving as the company adapts, as well as a reduction in loadshedding hours. FY24 had approximately R1bn in loadshedding costs and this is expected to decrease substantially in FY25 if the utility continues its current path. c. Supermarkets RSA opened a net 248 stores over the past 12 months to a total of 2 485 stores. d. Shoprite’s internal price inflation was 1.9% for H1 FY25 compared to H1 FY24 7.7%. Shoprite still maintains strong margins and creates space for volume growth on top of expanding their store footprint. Our research supports a hold recommendation. 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, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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SONA Summary - Adriaan Pask 5:35

hace 7 weeks5:35

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5:35

Listen to Wealth CIO, Adriaan Pask as he summarises the SONA of last night where President Cyril Ramaphosa spoke about international relations, growth reforms and crime.

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PSG Financial Services

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Investment Idea: Naspers and Prosus - 14 January 2025 2:01

hace 10 weeks2:01

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2:01

For our latest Event Impact Assessment, our team of skilled analysts reviewed Naspers and Prosus half-year results for FY25. 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, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Investment Idea: MTN - 4 December 2024 1:29

hace 16 weeks1:29

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1:29

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. 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 (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Inclusive Economic Growth - Building Sustainable Township Economies: PSG Think Big Series 29:43

hace 18 weeks29:43

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29:43

Teboho Nthoana: 2024 PSG Think Big SA competition winner Facilitated by Alishia Seckam: Broadcast and financial journalist. As a township entrepreneur, Teboho, who holds a Master's degree and currently pursuing his PhD, has experienced firsthand the challenges of township small businesses and is determined to use his journey to inspire others and promote inclusive economic growth. 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 series aims to empower you with factual evidence and manage expectations on various aspects of how the current situation could unfold. https://www.psg.co.za/news-and-publications/events-and-webinars 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 (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Investment Idea: Redefine - 18 November 2024 2:30

hace 19 weeks2:30

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2:30

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 (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Investment Idea: Sasol - 15 November 2024 2:53

hace 19 weeks2:53

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2:53

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 (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Harris vs. Trump: The Global Economic Ripple Effect of the US Elections: PSG Think Big Series 32:15

hace 22 weeks32:15

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32:15

Dr Larry Hatheway : Economist Facilitated by Alishia Seckam : Broadcast and financial journalist. Dr Larry Hatheway, founder of HarborAdvisors, LLC is an economist and multi-asset investment professional. Previously Chief Economist and Head of Global Asset Allocation Group at UBS Investment Bank, Chief Economist and Global Head of Investment Solutions at GAM Investments and adjunct professor at Fairfield University’s Dolan School of Business and the University of Wyoming’s College of Business. 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 series aims to empower you with factual evidence and manage expectations on various aspects of how the current situation could unfold. https://www.psg.co.za/news-and-publications/events-and-webinars 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 (Pty) Ltd is an authorised financial services provider. FSP 728.…

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PSG Financial Services

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Investment Idea: Capitec - 28 October 2024 3:14

hace 22 weeks3:14

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3:14

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 Capitec.

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