Powered by The Finance Ghost
Ghost Stories #43: Market optimism and investment strategies in post-election South Africa (with Nico Katzke)
In this excellent discussion with Nico Katzke, Head of Portfolio Solutions at Satrix Investments, we talked about a range of topics that are of great relevance to South African investors, like market optimism and equity strategies as well as how the carry trade protects the rand.
Ghost Bites (Anglo American | British American Tobacco | Equites | Hammerson | Mpact | PPC | Spar | Tharisa)
Market stalwarts Anglo American and British American Tobacco released results, with important updates coming in from Equites, Hammerson, Mpact, PPC, Spar and Tharisa.
Unlock the Stock: Attacq and Capital Appreciation
This edition of Unlock the Stock features property group Attacq and FinTech player Capital Appreciation, as both management teams present the recent performance and take questions from the attendees. Watch the recording here.
Ghost Bites (AECI | Balwin | Primary Health Properties | Vodacom)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: The market didn’t enjoy the AECI update (JSE: AFE) The share price fell 10.3% on the day AECI
The dinosaurs are dying
Fedgroup believes that the modern world is no place for a dinosaur, which is why they do business differently. Find out more about their approach here.
Investec rolls out two new structured products referencing the Japanese and European markets
Applications for the Investec Nikkei 225 Autocall and Euro Stoxx 50 Autocall close on 8 August. Don’t miss the opportunity to learn about these structured product offerings from Investec.
Ghost Bites (Anglo American | Anglo American Platinum | Cashbuild | Kumba Iron Ore | Mpact | Mr Price | Sasol | South32 | Vukile)
In this bumper update covering two days of news, there were various mining and energy updates (Anglo / Anglo Platinum / Kumba / South32 / Sasol), as well as consumer sector updates from Mr Price and Cashbuild. Mpact and Vukile also featured.
Ghost Wrap #73 (Richemont | AVI | Karooooo | Prosus)
Get the latest on Richemont’s sales, AVI’s profitability, Karooooo’s growth and the moonshot remuneration package for the Prosus CEO.
Ghost Bites (Accelerate Property Fund | Ascendis | Capital & Regional | Karooooo | Prosus | Reinet)
Accelerate Property Fund is having a really tough time. Capital & Regional has attracted another potential suitor. The Ascendis deal is dead. Karooooo is growing strongly. Prosus has given the CEO a moonshot. Reinet fund’s NAV has ticked higher.
Cancel culture: new methods, same principles
With the Donald Trump assassination all over the headlines, the iconic photo of the event reminded Dominique Olivier of a famous painting from the French Revolution. That got her thinking: is cancel culture really a new thing? Or just a social media equivalent of old habits?
