The Finance Ghost
Ghost Stories
GHOST STORIES #54: 2025 kick-off and fresh views on rent vs. buy
With Duma Mxenge joining Ghost Stories to kick off the 2025 year from a Satrix perspective, the conversation flowed into rent vs. buy as you haven't heard it before. Get ready for fresh perspectives in this great show.
Ghost Bites
GHOST BITES (Anglo American | Barloworld | Hyprop | Octodec)
Barloworld has released the much-anticipated circular for the take-private deal. Anglo American's disposal of Jellinbah Group closed faster than expected. Hyprop released a festive trading update. Octodec has taken a small step away from the external manager structure.
Ghost Stories
GHOST STORIES #53: International Opportunities Limited – a Chinese equity structured product
China is a land that is fraught with risk and brimming with opportunity. With enhanced upside as well as downside protection, International Opportunities Limited is a structured product that seeks to balance the risks and rewards available in Chinese equity markets.
Ghost Bites
GHOST BITES (Attacq | AVI | Rainbow Chicken | Renergen | Shoprite | Tiger Brands | Woolworths)
Attacq saw the two-pot benefit at the end of 2024. Woolworths didn't, with another poor apparel performance. Shoprite remains a growth juggernaut. AVI extracted profit growth from muted revenue growth. Rainbow Chicken's profits are much higher. Tiger sold out of Chile. Renergen issued shares at depressed prices.
Ghost Bites
GHOST BITES (Astoria | Lewis | Vukile)
Astoria has announced the sale of ISA Carstens. Lewis had a fantastic finish to 2024. Vukile's local property performance gives us clues about where the two-pot money went.
Dominique Olivier
Short Stories v.05: Ideas for good
In a profit-motivated world, there are companies that find ways to solve genuine social problems while staying true to their businesses. Savlon, Honda, Energizer, Phillips and Renault all caught the attention of Dominique Olivier with their initiatives.
Ghost Bites
GHOST BITES (Blue Label Telecoms | Reinet | The Foschini Group | York Timber)
The Foschini Group's momentum swung positive, but results still aren't good. York Timber got the funding for the Stevens Lumber Mills deal. Blue Label has cleared a regulatory hurdle. Reinet released its last-ever NAV that includes British American Tobacco.
Ghost Bites
GHOST BITES (Cashbuild | Sasol | Super Group)
Positive momentum continues at Cashbuild. The same definitely cannot said for Sasol, where they are struggling. Still, those problems pale in comparison to what Super Group is dealing with.
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