Wednesday, May 6, 2026

UNLOCK THE STOCK: CA Sales Holdings

In the 70th edition of Unlock the Stock, CA Sales Holdings returned to the platform to talk about the recent numbers and the strategic outlook for the business. The recorded presentation and Q&A session is available here.

Hello hello, Art Nouveau

At the height of the Belle Époque, the Art Nouveau movement pushed back against industrial sameness with unapologetic beauty. As AI ushers in a new age of effortless production, that same tension between efficiency and aesthetics is beginning to surface again. Could an unexpected outcome of AI be a return to beauty in everyday things? Dominique Olivier takes us back to the Art Nouveau era.
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Ghost Bites (AB InBev | MC Mining)

AB InBev's beer volumes increased this quarter, giving the market a positive surprise and leading to a jump in the share price. MC Mining also had a good day, confirming that the final subscription amount by Kinetic Development Group is in the bank.

Ghost Bites (KAL Group | Metair | Pick n Pay | Vodacom)

Vodacom released an excellent trading statement. KAL Group is achieving double-digit growth. Pick n Pay is using a s189 to try and reduce store costs. Metair has refinanced its South African debt package.

 

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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?
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