Tuesday, July 14, 2026

The Finance Ghost Plugged in with Capitec: Entrepreneurship without excuses – the Planetworld story

From humble beginnings selling Bluetooth car kits to building Planetworld into a diversified importer and distributor of 78 global brands, Planetworld co-founder and CEO Maurice van Heerden shares a refreshingly honest view of what it takes to scale a business. 

Satrix: Why you’re wrong about emerging markets

Nonhlanhla Mphelo, Senior Portfolio Manager at Satrix, unpacks common misconceptions about emerging markets. The risk-reward setup for these markets looks interesting, particularly as developed markets have become more concentrated in tech.
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Ghost Bites (Mantengu | Northam Platinum | Purple Group | Schroder European Real Estate | Spear REIT)

Purple's Telescope AI deal is a good example of a vertical integration - at a price. In mining, Northam Platinum released strong production numbers, while Mantengu may have locked in a profit on the iron beneficiation plant. In property, Spear REIT sold two properties for a tidy profit, but it's time to put Schroder European Real Estate out of its misery.

Ghost Bites (Labat Africa | Old Mutual | South Ocean Holdings)

When will Labat Africa engage with the market and tell their story? Old Mutual reminds us just how well our market infrastructure works in South Africa (especially compared to Zimbabwe). South Ocean Holdings expands in Cape Town.

 

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GHOST WRAP – Earnings season brings out the bulls and the bears

With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.

GHOST WRAP – The JSE Winners’ Club in 2025

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?
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