Thursday, April 16, 2026
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Unlock the Stock

UNLOCK THE STOCK: Growthpoint Properties

The Finance Ghost -
In the 68th edition of Unlock the Stock, Growthpoint 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.
Podcasts

PODCAST: No Ordinary Wednesday Ep125 | Capital meets reform – is South Africa investable again?

Investec Focus Radio -
South Africa’s reform momentum is becoming more visible, but so are the constraints that could stall it. From energy gains to persistent bottlenecks in logistics and municipalities, the discussion examines whether progress is enough to sustain investor confidence and what still needs to shift for capital to follow.
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Ghost Bites
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Ghost Bites

Ghost Bites (British American Tobacco | Mahube Infrastructure | Optasia | Southern Palladium)

The Finance Ghost -
British American Tobacco has flagged a potentially disappointing year in 2026. Optasia has suffered a setback in Nigeria. Mahube Infrastructure's scheme of arrangement price has been amended at the last minute. Southern Palladium released drilling results.
Ghost Bites

Ghost Bites (Aimia | Schroder European Real Estate | Tharisa)

The Finance Ghost -
Aimia's management letter is a great opportunity to learn about the JSE's new kid on the block. Schroder European Real Estate's valuation is still going the wrong way. Tharisa has begun the underground mining transition.

 

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Ghost Wrap

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

The Finance Ghost -
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

GHOST WRAP – The JSE Winners’ Club in 2025

The Finance Ghost -
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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