Friday, November 1, 2024
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Ghost Bites

GHOST BITES (Astral Foods | Impala Platinum | Lewis | Santova | Tiger Brands)

The Finance Ghost -
Astral Foods and Lewis have a much better story to tell. Tiger Brands only has modest profit growth, but that's still better than Santova coming off the boil. Impala Platinum's production fell in the first quarter.
Ghost Stories

GHOST STORIES #49: Shari’ah-compliant Investing (with Yusuf Wadee of Satrix)

The Finance Ghost -
Shari'ah-compliant investing in South Africa just got a major boost with the listing of the Satrix MSCI World Islamic ETF on the JSE in October. Yusuf Wadee joins me to unpack this fund and the fascinating Shari'ah principles in general.
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Ghost Bites

GHOST BITES (Astral Foods | Impala Platinum | Lewis | Santova | Tiger Brands)

The Finance Ghost -
Astral Foods and Lewis have a much better story to tell. Tiger Brands only has modest profit growth, but that's still better than Santova coming off the boil. Impala Platinum's production fell in the first quarter.
Ghost Bites

GHOST BITES (Coronation | enX | Salungano | Shoprite | Trematon | Vodacom | Vunani)

The Finance Ghost -
Shoprite's sales update was the news of the day, with Coronation, enX, Salungano and Vunani all releasing numbers. The Comp Comm has prohibited the Vodacom fibre deal with Remgro. Trematon released the Aria disposal circular.
Ghost Bites

GHOST BITES (Balwin | Coronation | Delta Property Fund | Gold Fields | Mantengu Mining | Pick n Pay | PPC | Renergen |...

The Finance Ghost -
Ghost Bites

GHOST BITES (BHP | Dis-Chem | Finbond | FirstRand | Mondi | Sibanye-Stillwater | Sun International | The Foschini Group)

The Finance Ghost -
Ghost Bites

GHOST BITES (Afrimat | Anglo American / Amplats / Kumba | Cashbuild | Clicks | Datatec | Mantengu Mining | Nu-World | Spear REIT)

The Finance Ghost -
Ghost Bites

GHOST BITES (AB InBev | EOH | Famous Brands | Grindrod | Harmony | Nampak | Zeder)

The Finance Ghost -
Ghost Bites

GHOST BITES (Adcorp | Capital & Regional | Oasis Crescent | Sasfin | Sasol | Vunani | WeBuyCars)

The Finance Ghost -
Ghost Bites

GHOST BITES (BHP | Capital & Regional – Growthpoint | 4Sight | Prosus / Naspers | South32 | Workforce Holdings)

The Finance Ghost -
Ghost Bites

GHOST BITES (British American Tobacco | CA Sales | Finbond | NEPI Rockcastle | Reinet | Renergen | Santova | Sibanye | Standard Bank)

The Finance Ghost -
Ghost Bites

GHOST BITES (BHP | CMH | DRDGOLD | Insimbi | Mondi | NEPI Rockcastle | Pick n Pay | Premier | PSG)

The Finance Ghost -
Ghost Bites

GHOST BITES (ArcelorMittal | 4Sight | Primary Health Properties | Quilter | Zeder)

The Finance Ghost -
Ghost Bites

GHOST BITES (AngloGold | British American Tobacco | Bytes | Karooooo | Tsogo Sun – HCI)

The Finance Ghost -

 

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Ghost Wrap

GHOST WRAP #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)

The Finance Ghost -
In this retail-focused Ghost Wrap, I cover the recent numbers at Clicks, Dis-Chem and Cashbuild, along with the latest acquisition by The Foschini Group in the UK.
Ghost Wrap

Ghost Wrap #81 (Nampak | Spar | Metair | Transaction Capital)

The Finance Ghost -
Nampak's heroics have saved the balance sheet. Spar's troubles in Switzerland look ominous. Metair needs the Turkey deal to go through quickly. Transaction Capital is focusing on Nutun going forward.

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