Tuesday, July 8, 2025

UNLOCK THE STOCK: Attacq

In the 57th edition of Unlock the Stock, Attacq returned to the platform to update us on the recent numbers and the latest strategic thinking.

What 25 years as a market pioneer taught us about South African investing

With a quarter-century of experience behind them, the team at Satrix has learnt so much about how South Africans invest. In this piece, Kingsley Williams shares five of those lessons.
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Ghost Bites (Assura – Primary Health Properties | South32)

Assura shareholders aren't exactly rushing to accept the Primary Health Properties offer, with Primary Health releasing a trading update to try and drive more acceptances. South32 is getting rid of the nickel mine in Colombia.

Ghost Bites (HCI | MAS)

HCI's proposed deal to sell properties to SACTWU is far from a vanilla transaction. MAS' joint venture agreement with PK is a cautionary tale about the danger of unanimous approvals.

 

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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?

GHOST WRAP – April’s droppers and whoppers

There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop? This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends. Ghost Wrap is brought to you by Forvis Mazars.
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