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- 1229 Views
- Krishna Nagar
- 16 May 2024
Renewed appetite for M&A activity in 2024
Improved financial markets, pent-up demand for deals, an easing of inflation and anticipated rate cuts could translate to increased activity
- 5236 Views
- The Finance Ghost
- 16 May 2024
Global elections: an investment perspective
The Divided States of America, the Battle for Britain and SA’s coalition conundrum, the stakes are high as over 60 nations around the world go to the polls this year. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth shares his insights.
- 3430 Views
- The Finance Ghost
- 16 May 2024
Ghost Bites (Coronation | Brimstone – Sea Harvest | enX | NEPI Rockcastle | Santova | Stefanutti Stocks | Universal Partners)
Coronation’s earnings trajectory is a concern. NEPI Rockcastle is flying and enX is doing pretty well too. Santova is catching the wrong end of the cycle.
- 3539 Views
- The Finance Ghost
- 15 May 2024
Ghost Bites (Accelerate | Anglo American | BHP | Delta | Dipula | Equites | MTN | Octodec | Santam | South32 | Transaction Capital)
Anglo American has come out with its own demerger plan, while BHP continues to push for its deal. Property news came in from Accelerate, Delta, Dipula, Equites and Octodec. MTN released a tough set of numbers. Look out for Santam, South32 and Transaction Capital as well.
- 3562 Views
- The Finance Ghost
- 13 May 2024
Ghost Bites (BHP – Anglo American | Calgro M3 | Insimbi | Mantengu Mining | Raubex | Stor-Age | Vodacom | WeBuyCars)
BHP’s sweetened deal for Anglo was rejected again by the board. Numbers came in from Calgro M3, Raubex, Vodacom and WeBuyCars. Look out for news from Insimbi, Mantengu Mining and Stor-Age as well.
- 5299 Views
- Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix
- 13 May 2024
Bond Market: The Landing is of Interest
Siyabulela Nomoyi contemplates the soft landing in the US and the opportunities for bond investors in Southern Africa.
- 3895 Views
- The Finance Ghost
- 12 May 2024
Ghost Bites (AngloGold | DRDGOLD | Novus | Sibanye-Stillwater | Trematon)
Gold updates came in from AngloGold and DRDGOLD, with Sibanye releasing a set of very disappointing numbers in the mining sector. Novus announced an acquisition and Trematon released a trading statement.
- 6670 Views
- Dominique Olivier
- 11 May 2024
Costa plenty: the hefty price of human error
It’s been 12 years since the Costa Concordia disaster. It’s a story that should never be forgotten. With practically every human flaw on display, there are lessons to be learned here. Dominique Olivier tells the story.
- 7766 Views
- The Finance Ghost
- 10 May 2024
- 1
Ghost Wrap #69 (KAL Group | AB InBev | Redefine | RFG Holdings | Calgro M3)
This podcast covers the latest from KAL Group, AB InBev, Redefine, RFG Holdings and Calgro M3, brought to you by Mazars.
- 3211 Views
- The Finance Ghost
- 9 May 2024
Ghost Bites (enX | KAL | Lesaka | MTN | Pan African Resources | RFG | Sappi)
Lesaka is scaling. Pan African Resources loves higher gold prices. enX, KAL, RFG and Sappi all released numbers, as did MTN Uganda.
- Thorts: Corporate governance considerations for Boards of Directors overseeing entities outside of South Africa
- Ghost Global (PepsiCo | Delta | Morgan Stanley | Ericsson | Blackrock)
- Ghost Wrap #60 (Motus | Attacq | Clicks | Woolworths)
- Ghost Bites (Advanced Health | AECI | Altron | AVI | British American Tobacco | De Beers (Anglo) | Labat | Naspers + Prosus | RAC)
- Weekly corporate finance activity by SA exchange-listed companies