Thursday, May 28, 2026
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PODCAST: No Ordinary Wednesday Ep127 | The Everything Shock

Investec Focus Radio -
What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec’s Osa Mazwai and Campbell Parry about why this is increasingly being described as an “everything shock.”
Dominique Olivier

Play money: Comic Con and the geek economy

Dominique Olivier -
Millennials and Gen Z aren't buying houses by default anymore. But they sure are buying other things! Dominique Olivier's recent visit to Comic Con Cape Town was an eye-opening experience about the power of the broader geek economy.
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Ghost Bites (4Sight | Emira Property Fund | ISA Holdings | Reinet | Sygnia | Telkom)

The Finance Ghost -
In the tech sector, 4Sight and ISA Holdings waved the flag for the small caps. Sygnia had an excellent period and Telkom shareholders are also celebrating. Reinet is the definition of a fortress balance sheet. It's a slow and steady story at Emira Property Fund.
Ghost Bites

Ghost Bites (Coronation | Datatec | eMedia | Frontier Transport | HCI | Pepkor | Santova | Stefanutti Stocks | Tsogo Sun | Zeda)

The Finance Ghost -
On another ultra busy day of earnings, we saw a positive update from HCI despite pressure in other names in the stable (eMedia / Frontier Transport / Tsogo Sun). Pepkor is my pick in the clothing sector and Zeda is working out well for me. Coronation, Datatec, Santova and Stefanutti Stocks all joined the fray.

 

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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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