Tuesday, March 25, 2025

UNLOCK THE STOCK: Homechoice International

In the 49th edition of Unlock the Stock, Homechoice International joined the platform for the first time to talk about the recent performance and strategic focus areas for the group. The Finance Ghost co-hosted this event with Mark Tobin of Coffee Microcaps and the team from Keyter Rech Investor Solutions.

Temu Teslas no more: how China won the EV race

In case you've been living under a rock, the Chinese vehicle onslaught is causing massive disruption in the automotive sector. It's even more severe in the EV world, something we aren't exposed to in South Africa. Dominique Olivier explains how China did it.
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GHOST BITES (Choppies | Investec | Momentum | Shaftesbury | South Ocean Holdings)

Investec's UK business dragged down the group numbers. Shaftesbury is selling part of its Covent Garden stake. Momentum had an exceptional period. Choppies is doing well and South Ocean Holdings certainly isn't.

GHOST BITES (ArcelorMittal | Sabvest)

ArcelorMittal is still winding down the long steel business. Sabvest had a particularly good year in 2024, with NAV growth well above recent averages.

 

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GHOST WRAP – Q1 winners on the JSE

In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?

GHOST WRAP – Retailers on sale on the JSE

The retail sector got off to a very poor start in 2025. With practically the entire sector down, are there stocks that were punished more than they should've been? This podcast is a useful summary of recent retail updates.
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