Wednesday, April 15, 2026

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

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.

UNLOCK THE STOCK: Weaver Fintech

In the 67th edition of Unlock the Stock, Weaver Fintech 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.
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Ghost Bites (Aimia | Schroder European Real Estate | Tharisa)

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.

Ghost Bites (ASP Isotopes | Emira – Octodec | RMB Holdings | Sirius Real Estate)

ASP Isotopes has a make-or-break year ahead. Emira wants to acquire up to 34.9% in Octodec. The question marks around RMB Holdings continue. Sirius Real Estate had a strong year, mainly thanks to Germany.

 

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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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