DealMakers

Ghost Bites (JSE Limited | Nedbank)

Corporate actions might be on the quiet side, but JSE Limited is doing just fine. There's much to learn from Nedbank's interim numbers and the underlying growth engines.

Nedbank Interim Results: focused execution and growth

Nedbank has released results for the six months to March 2026. The company values the Ghost Mail audience and has placed them on the platform for your convenience. With significant strategic moves underway in Africa and South Africa, there's much to consider at Nedbank.

Ghost Bites – all eyes on MTN

With MTN's share price suffering a nasty correction in response to the release of results by MTN Nigeria and MTN Ghana, it's worth digging into these issues in detail.

Ghost Stories #110: Putting performance in context – choosing the right benchmark

In this episode of Ghost Stories, The Finance Ghost is joined by Siyabulela Nomoyi from Satrix to unpack one of the most important, yet often misunderstood, concepts in investing: benchmarks. From retail portfolios to institutional mandates, we explore why returns only tell half the story and why every investment outcome needs a meaningful point of comparison.

Ghost Bites (Datatec | Metair | Telkom)

Telkom's first quarter is a strong foundation for the rest of the year. Metair's restructuring efforts are taking hold. Datatec has expanded further in the US.

Ghost Bites Property Stocks (Accelerate Property Fund | Hammerson | Hyprop | Primary Health Properties | Stor-Age)

Accelerate Property Fund has a cleaner balance sheet, but will the market care? In the UK, Hammerson and Primary Health Properties offer two very different strategies. Hyprop has closed a deal in Eastern Europe, while Stor-Age has added Xtraspace to its portfolio.

Ghost Bites Mining and Metals (AngloGold | Hulamin | Impala Platinum | MC Mining | Orion Minerals)

In this mining and metals themed update, we find news from miners big and small. Giants AngloGold and Impala Platinum released important numbers. MC Mining and Orion Minerals are making great progress. Aluminium player Hulamin needs to learn how trading statements work.

Japan is no matcha for Chinese disruption

The Chinese disruption playbook has been incredible to observe in the automotive industry. And if Japan isn't careful, the same thing is going to happen in matcha. Dominique Olivier shows how green powder has become a red ocean of competition.

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