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- 2509 Views
- The Finance Ghost
- 29 Jun 2022
Hyprop: are masks the catalyst?
If the Eastern European portfolio is anything to go by, the end of masks in South Africa is bullish for retail property. It makes sense to me.
- 3066 Views
- The Finance Ghost
- 29 Jun 2022
Ghost Bites Vol 38 (22)
It was a busy day for property, with updates from Emira, Hyprop and Safari, along with a nasty piece of news for Rebosis shareholders. Sasol, JSE, Argent and others also gave updates.
- 3350 Views
- The Finance Ghost
- 29 Jun 2022
Emira: green shoots in office?
Emira holds a diversified portfolio of South African assets, along with retail assets in the US. There are some surprising numbers in here.
- 1220 Views
- Andre Botha
- 28 Jun 2022
Some relief on inflation – or is there?
All eyes will be on speeches by Fed Chair Powell and ECB Chief Lagarde on Wednesday. EU inflation numbers are due this week. Watch out for related commodity and rand moves.
- 2808 Views
- The Finance Ghost
- 28 Jun 2022
- 1
Ghost Bites Vol 37 (22)
Sun International and Grindrod released interesting updates. There was also important news from Nedbank, Kore Potash, Motus, Spear REIT, Etion and others.
- 1845 Views
- The Finance Ghost
- 28 Jun 2022
- 1
Sun is shining brighter
In a capital markets day presentation, Sun International gave great insights into its recovery journey after the pandemic. Things are looking up!
- 2502 Views
- The Finance Ghost
- 28 Jun 2022
Grindrod: now that’s a terminal growth rate
Grindrod is winning because Transnet is losing. With a successful port and terminals operation in Mozambique, shareholders are smiling.
- 3395 Views
- The Finance Ghost
- 27 Jun 2022
Unlock the Stock: Attacq and Capital Appreciation
In this edition of Unlock the Stock, the executives from Attacq and Capital Appreciation Group presented their businesses and answered questions.
- 2680 Views
- The Finance Ghost
- 27 Jun 2022
Ghost Bites Vol 36 (22)
Aside from the Prosus/Naspers news, there were many other important updates from Invicta, KAP, Kore Potash, Accelerate, PPC, RMI, Ascendis and others.
- 6736 Views
- The Finance Ghost
- 27 Jun 2022
- 17
Prosus: “Investing through the income statement”
Naspers and Prosus are masters of putting a spin on things. The market got very excited on Monday about a value unlock in this web. I’m not convinced.