Sunday, May 3, 2026

Hello hello, Art Nouveau

At the height of the Belle Époque, the Art Nouveau movement pushed back against industrial sameness with unapologetic beauty. As AI ushers in a new age of effortless production, that same tension between efficiency and aesthetics is beginning to surface again. Could an unexpected outcome of AI be a return to beauty in everyday things? Dominique Olivier takes us back to the Art Nouveau era.

UNLOCK THE STOCK: Attacq Limited

In the 69th edition of Unlock the Stock, Attacq Limited returned to the platform to talk about the recent numbers and the strategic outlook for the business. The recorded presentation and Q&A session is available here.
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Ghost Bites (Astral Foods | MTN Ghana | Primary Health Properties)

Astral Foods has tightened its earnings guidance. MTN Ghana has banked another strong quarter. Primary Health Properties is delivering on merger synergies. And there are plenty of Nibbles today!

Ghost Bites (Anglo American | CMH | Kumba Iron Ore | Merafe)

CMH is a great example of how to overcome disruption. Anglo American is a mixed bag, with diamonds going from bad to worse. Kumba Iron Ore is doing well, but remains at the mercy of Transnet. Merafe's smelter operations were negligible in the latest quarter.

 

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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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