Ghost Stories #120: Motus Holdings – more than just new cars

Motus sells one in every five new cars in South Africa. This 20% market share tends to put the company in conversations focused on new vehicle sales, but there's far more to the group once you go digging. CEO Ockert Janse van Rensburg and CFO Brenda Baijnath have shared generously on this podcast. The outcome is a fantastic reference point for anyone doing research on Motus.

Best of Ghost Bites: Raubex – a box of chocolates

Raubex's group numbers have an unusual shape. But nothing prepares you for the volatility you'll find at divisional level. Raubex really is like a box of chocolates - and at least one of them doesn't taste great at all.
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Best of Ghost Bites: Raubex – a box of chocolates

Raubex's group numbers have an unusual shape. But nothing prepares you for the volatility you'll find at divisional level. Raubex really is like a box of chocolates - and at least one of them doesn't taste great at all.

Best of Ghost Bites: a selection of retailers (Shoprite | The Foschini Group | Truworths)

Shoprite is coming for (almost) everyone's lunch. There are offshore troubles for The Foschini Group. Truworths has been focusing on margin.

 

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GHOST WRAP – Earnings season brings out the bulls and the bears

With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.

GHOST WRAP – The JSE Winners’ Club in 2025

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?