Ghost Wrap
GHOST WRAP #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)
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.
Satrix
Don’t wait until 2025 for your financial goals
As October (which also happens to be Financial Planning Month) draws to a close, it's easy to just write off the rest of this year and promise yourself that you'll start in January. Instead, this is the time to plan and build momentum.
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.
