Posts by: The Finance Ghost
Ghost Global: Burger wars
The battle of Burger King vs. McDonald’s is an incredible tale of marketing and product rivalry. Warning: we take no responsibility for what happens after you read this on an empty stomach.
The boring, bold and secure
There was a time when South Africa, along with other emerging markets, was considered a new frontier for growth.
Ghost Bites (Absa | Hulamin | Italtile | Lighthouse | MTN | Nampak | Northam | Sanlam | Sasol | Shaftesbury | 4Sight)
With a very busy start to the week, we saw really important news from major players like Absa, MTN, Northam and Sasol. Also look out for Hulamin, Italtile, Lighthouse, Nampak, Sanlam, Shaftesbury and plucky small cap 4Sight.
Factoring in Styles in Smart Portfolios: Demystifying Quantitative Portfolios
Factor investing. Style investing. Smart beta. Quantitative index portfolios. Different names, but with the same simple idea. Nico Katzke of Satrix explains.
Ghost Bites (Equites | Grindrod | Homechoice | Impala Platinum | KAP | Merafe | Rebosis | Resilient | Santam | Trustco)
Not all industrials are performing equally in this environment, like KAP vs. Grindrod. Look out for property news from Equites, Rebosis and Resilient, along with updates from Homechoice, Implats, Merafe, Santam and Trustco.
Ghost Bites (Advanced Health | Kibo Energy | NEPI Rockcastle | Sun International)
Advanced Health has a kiss goodbye for shareholders. Moneyweb caused unintended havoc in the Kibo Energy share price. NEPI Rockcastle released great earnings. Sun International is recovering, slowly.
Finding M&A opportunities in the SA industrial sector through a value-orientated lens
Key principles in the investment approaches of well-known global value investors applied in a South African acquisition context.
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Aveng | Alphamin | DRDGOLD | Exxaro | Gold Fields | Master Drilling | Oceana | Sabvest | Standard Bank)
Standard Bank was arguably the biggest story of the day with very high earnings growth. There were several mining updates (Alphamin, DRDGOLD, Exxaro, Gold Fields and Master Drilling), with Aveng, Oceana and Sabvest also in the mix.