Wednesday, May 21, 2025
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Dominique Olivier

Sony’s stuck in a Spider-Man spiral

Dominique Olivier -
Sony, once a post-war electronics wunderkind best known for pioneering devices like the Walkman and the Trinitron TV, now finds itself tangled in a web of its own making - one spun not from copper wire or silicon wafers, but from red spandex and Hollywood contracts. Dominique Olivier explains the complicated IP ownership around Spider-Man.
Podcasts

PODCAST: No Ordinary Wednesday ep100 – a world in flux

Investec No Ordinary Wednesday -
From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. The 100th episode of No Ordinary Wednesday is a discussion on regional trends that will shape the years to come.
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Ghost Bites

Ghost Bites (Adcorp | Astral Foods | Famous Brands | Netcare | Prosus – Naspers | Renergen | Tharisa | Vodacom)

The Finance Ghost -
An interesting day of news saw numbers come in from Adcorp, Astral Foods, Famous Brands, Netcare, Renergen, Tharisa and Vodacom. Prosus has moved ahead with the all-cash offer for Just Eat Takeaway.com.
Ghost Bites

Ghost Bites (Blue Label | Collins Property Group | Finbond | MAS | Nampak | NEPI Rockcastle | Newpark | Nutun | Pepkor |...

The Finance Ghost -
Richemont released numbers, as did Pepkor at the other end of the retail spectrum.. Blue Label could list Cell C separately. Collins Property Group, MAS, NEPI Rockcastle and Newpark all had property sector news, in addition to Primary Health upping its play for Assura. Look out for Finbond, Nampak, Nutun and Tiger Brands as well.

 

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Ghost Wrap

GHOST WRAP – April’s droppers and whoppers

The Finance Ghost -
There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop? This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends. Ghost Wrap is brought to you by Forvis Mazars.
Ghost Wrap

GHOST WRAP – Q1 winners on the JSE

The Finance Ghost -
In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?

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