Ghost Bites
Value your business and make a positive impact
As the founders of bizval, we are celebrating Mandela Day by inviting you to value your business between 18th and 31st July. Use coupon code 46664 on checkout and we will donate 50% of the fee to Gugulethu Chess College.
Will you take the Brait?
Ghost Grad Karel Zowitsky dug through the Brait integrated annual report to pull together some great insights into Virgin Active and Premier.
Ghost Bites Vol 49 (22)
On a very busy day of news, MTN and Telkom got the market talking with a possible merger. Renergen’s deal with Ivanhoe is off. Richemont released sales results. The updates are almost endless!
Discretionary retailers on the JSE – part 3
In the third and final part of his series on discretionary retailers on the JSE, Chris Gilmour covers Mr Price, TFG, Pepkor, Cashbuild and Lewis.
TreasuryONE webinar: Recession, depression, inflation, the petrol price and the rand
Last week’s TreasuryONE webinar offered deep insights into the macroeconomic volatility and drivers of the rand. Don’t miss the YouTube recording!
Ghost Bites Vol 50 (22)
Alexander Forbes has released the partial offer circular. Sebata Holdings lost a lot of money. Kore Potash had a solid quarter. Lewis is on the radar of international investors.
Spread your assets for good and bad times
At times when global markets are falling, inflation is rising, and there are no clear signals on whether to buy or sell – like now. A diversified portfolio that includes safe-haven assets offshore suddenly looks very appealing.
Ghost Global (PepsiCo | Delta | Morgan Stanley | Ericsson | Blackrock)
Ghost Grad Karel Zowitsky looks at PepsiCo taking strain in Europe, Delta’s passenger numbers and fuel costs, Morgan Stanley’s drop in revenue, Ericsson’s growth in 5G infrastructure and Blackrock’s use of share buybacks in this market.
Ghost Bites Vol 51 (22)
Ascendis needs to release two circulars for one sale of business. Tongaat Hulett is suspended. Super Group performed strongly this year. Aveng has won a big contract in Tasmania. Of course, there’s more!
Rand holding its breath on MPC and inflation number
TreasuryONE looks ahead to the MPC and ECB decisions this week. The expectation is a 50 basis points hike locally, with the SARB caught between a rock and a hard place.