Ghost Bites
GHOST BITES (BHP | Dis-Chem | Finbond | FirstRand | Mondi | Sibanye-Stillwater | Sun International | The Foschini Group)
Dis-Chem released excellent results. The Comp Comm wants to prohibit Sun International's Peermont deal. FirstRand has legal issues in the UK, while TFG has bought another business there. Look out for BHP, Finbond, Mondi and Sibanye as well.
Unlock the Stock
UNLOCK THE STOCK: Pan African Resources
Pan African Resources is enjoying a favourable gold environment and a business strategy built around keeping things simple and doing more of the same. They unpack it in this edition of Unlock the Stock.
Dominique Olivier
How Marvel cracked the universe
In superhero movies, Marvel achieved something extraordinary that Dominique Olivier believes will never be repeated in cinemas - especially not based on the way that DC seems to do things. Get ready for a clash of the titans in storytelling.
Podcasts
INVESTEC PODCAST: Mini-budget preview: Improved outlook for state finances?
In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs discuss the Finance Minister's priorities ahead of the mini budget on 30 October.
Ghost Bites
GHOST BITES (Afrimat | Anglo American / Amplats / Kumba | Cashbuild | Clicks | Datatec | Mantengu Mining | Nu-World | Spear REIT)
Clicks and Datatec released great numbers and the duo of Cashbuild and Nu-World are showing signs of better sentiment. In mining, look out for Afrimat and the Anglo group companies, along with Mantengu and a strange narrative. Spear REIT is also worth a read.
Sponsored
India a gateway to outsized emerging market opportunities
As the global economy shifts from a high inflation and high interest rate environment into the next interest rate cutting cycle, global investors are casting their net wider in their search for returns. India is an attractive opportunity.
IG Markets
IG MARKETS PODCAST: The Trader’s Handbook Ep9 – insights and strategies for currency markets
In this episode of The Trader's Handbook, Shaun Murison from IG Markets South Africa joined me once more to explore the fascinating and often misunderstood world of forex trading.
Ghost Bites
GHOST BITES (Adcorp | Capital & Regional | Oasis Crescent | Sasfin | Sasol | Vunani | WeBuyCars)
It was a mixed day of numbers, with weak updates from Sasfin, Sasol and Vunani. WeBuyCars requires a careful read, as does Adcorp. Oasis Crescent was the most positive update on the day. Capital & Regional's CEO has left the building.
