Intellidex in the media

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Budget: It just keeps getting harder to balance state books

February 18, 2019

Markets will be significantly disappointed if only the form or policy position on an Eskom plan is announced in the Budget, says Peter Attard Montalto, head of capital markets research at Intellidex....

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Budget 2019: Expect a harsh reality check amid Eskom crises and strained public finances

February 18, 2019

Intellidex analyst Peter Attard Montalto notes: “There are no details of a plan for Eskom to be able to judge as credible and there won’t be any before or at the Budget.” More in today’s Daily...

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SA likely lost R1bn per load shedding stage per day – analyst

February 18, 2019

At a "guesstimate", SA’s gross domestic product has likely lost around R1bn a load-shedding stage each day, says Intellidex analyst Peter Attard Montalto. In Fin 24

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Eskom bailout key for Budget 2019, but what about other SOEs?

February 15, 2019

The market is over-estimating the room for optimism about Tito Mboweni's upcoming Budget, reckons analyst Peter Attard Montalto, head of capital markets research at Intellidex. In today’s Fin 24.

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R100 billion Eskom debt transfer could happen: analyst

February 15, 2019

Intellidex analyst Peter Attard Montalto says that the ‘hole’ in Eskom’s books is between R250bn and R300bn (without counting the unbundling costs). Read the full article in Business Tech.

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How can South Africa’s struggling power utility Eskom turn the lights back on?

February 14, 2019

Intellidex analyst Peter Attard Montalto says plan to separate Eskom into three entities but keep them under one holding company means the incentive issues and monopoly mindset will remain. Featured...

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The best and worst case scenario for property prices after the May election

February 11, 2019

South Africa faces five scenarios post-election, ranging from extremely good to extremely bad, depending on the results, says Intellidex analyst Peter Attard Montalto in Business […]

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Details, Promises, Thuma Mina 2.0 – an election speech designed to lift SA’s spirits

February 8, 2019

Intellidex analyst Peter Attard Montalto says moving South Africa to 50th place from 82nd in the World Bank’s annual Doing Business Report “is a huge ask”. Featured in Daily Maverick. 

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The 2019 SONA issues that have people worried

February 8, 2019

A mindset change is needed in Eskom and it’s not clear if three independent companies achieves this, argues Intellidex analyst Peter Attard Montalto in Business Tech. 

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The Eskom break-up explained: What we know so far

February 8, 2019

Ramaphosa's announcements on Eskom were "strong" but lacked specifics, says Peter Attard Montalto, head of capital markets research at Intellidex. Read more in Fin24 today. 

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Ramaphosa Unveils Rescue Plan for South Africa Power Utility

February 8, 2019

“The risk is very little will change with an Eskom split within the Eskom Holdings umbrella”, says Peter Attard Montalto, the London-based head of capital markets research at Intellidex. In...

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Busa gives Ramaphosa’s address the thumbs up

February 8, 2019

High on hope, long on promises and in full election mode, is how Intellidex head of capital markets research Peter Attard Montalto describes Ramaphosa’s speech in in today’s Business

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British bank Standard Chartered illegally tried to manipulate the rand

February 5, 2019

“It’s not at all clear that any of this activity happened in South Africa,” says Intellidex chairman Stuart Theobald on the Standard Chartered Bank New York rand manipulation case. More on Bruce...

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