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- 1177 Views
- Amber Bolleurs, Pranisha Sahadeo and Sindisiwe Mosoeu
- 24 Nov 2022
Facilitating a new generation of renewable energy
Corporate South Africa has multiple options when it comes to securing independent power supply, but this should be complemented by an enabling market.
- 917 Views
- James Moody
- 24 Nov 2022
Thorts: Welcome to the age of African start-ups
According to the e-Conomy Africa 2020 report, Africa’s internet economy is one of the largest overlooked investment opportunities available.
- 1147 Views
- Anthea Eleftheriadis and Tevin Ramalu
- 24 Nov 2022
Thorts: What’s happened to the (new) companies amendment bill?
There has been speculation around what has happened to the (new) Companies Amendment Bill and should it be promulgated in its current form.
- 1729 Views
- The Finance Ghost
- 23 Nov 2022
- 3
MPC to hike by 75 basis points?
Ahead of the MPC meeting later today and an expected rate hike, Andre Botha of TreasuryONE sets the scene.
- 4430 Views
- The Finance Ghost
- 23 Nov 2022
Ghost Bites (African Media Entertainment | RFG | Prosus / Naspers | Telkom)
African Media Entertainment welcomes back advertisers. RFG Holdings is just peachy. Prosus: the ultimate cash furnace. Telkom releases ugly results.
- 2067 Views
- The Finance Ghost
- 23 Nov 2022
Ghost Global (Burberry | Twitter)
Burberry banks on British and it’s working, with revenue and profits higher. At Twitter, Elon Musk isn’t scared to flip the bird.
- 5308 Views
- The Finance Ghost
- 22 Nov 2022
Ghost Bites (Bidcorp | Coronation | Momentum | Old Mutual | Omnia | Pepkor)
Bidcorp catches a bid. Coronation takes a big knock to earnings. There’s momentum at Momentum. Old Mutual wants to be a bank. Omnia is up on key metrics. Pepkor sells a lot of cellphones.
- 4878 Views
- The Finance Ghost
- 21 Nov 2022
- 2
Ghost Bites (Barloworld | Ethos | Naspers | Netcare | Sirius | Sun International | Tsogo Sun)
Barloworld banks a big result and announces the Zeda unbundling. Ethos Private Equity to merge with The Rohatyn Group. Naspers’s HEPS swings into the red. Netcare is a case study in operating leverage. Sirius Real Estate grew strongly but is trading below NAV. Sun International shines on Grand Parade. Tsogo Sun Gaming shows that casinos cashed in.
- 2374 Views
- Andre Botha and George Glynos
- 20 Nov 2022
Is the world hitting the brakes?
Andre Botha of TreasuryONE and George Glynos of ETM Analytics present their case for why 2023 has a high chance of being a recessionary year.
- 1967 Views
- Chris Gilmour
- 20 Nov 2022
The UK: land of austerity
In his latest piece, Chris Gilmour takes a deeper look at the medium-term prospects for the UK. Spoiler alert: they aren’t great.