Ghost Bites
GHOST BITES (BHP | CMH | DRDGOLD | Insimbi | Mondi | NEPI Rockcastle | Pick n Pay | Premier | PSG)
Pick n Pay is still really struggling. The downturn at CMH is clear. Premier and PSG have shown strong growth. Look out for BHP, DRDGOLD, Insimbi, Mondi and NEPI Rockcastle as well.
Ghost Stories
GHOST STORIES: The Investec Rand India Accelerator
The Investec Rand India Accelerator offers geared exposure to growth in the iShares MSCI India ETF over the 3.6-year term. The ETF tracks the...
Unlock the Stock
UNLOCK THE STOCK: Lesaka Technologies
Lesaka Technologies offers a growth story in the fintech space. In this presentation and Q&A session, they explained exactly how they are building their group.
Ghost Bites
GHOST BITES (Bell Equipment | Coronation | Zeder)
Bell Equipment's weak second half will cause nerves among investors who missed out on the take-private offer. Coronation's B-BBEE deal is devoid of creativity. Zeder has flagged a worrying outlook.
Dominique Olivier
What does a tyre business know about fine dining?
The Michelin Guide is like the Oscars of the restaurant world. Chefs dream of them, diners flock to them, and some restaurants even wish they could send them back. But how did we end up in a world where a tyre company’s opinion of your dinner is worth so much?
Ghost Stories
GHOST STORIES: Does Factor Investing Work?
Factor investing takes ETFs to the next level. Instead of tracking a stock index (like the JSE Top 40), these ETFs have a set of rules based on investment fundamentals like valuation multiples or even levels of debt. The sky is the limit with the creativity that goes into these factors, but do they actually work?
Ghost Bites
GHOST BITES (Altron | Equites | Lighthouse | Mantengu Mining | Newpark REIT | Sibanye-Stillwater | Tharisa)
Sibanye-Stillwater dropped sharply after a bad day in court. Property news came in from Equites, Lighthouse and Newpark REIT. Mantengu Mining and Tharisa gave property and chrome updates, while Altron has achieved a major uptick in earnings.
Satrix
SATRIX: Key market themes locally and abroad
There are many sources of risk that might concern investors currently – making the case for diversification as strong today as it ever was. Satrix highlights some of these risks and the opportunities they present.
IG Markets
IG MARKETS PODCAST: The Trader’s Handbook Ep8 – index trading opportunities
Index trading offers a number of advantages that make it popular among traders. Shaun Murison of IG Markets South Africa walks us through index trading, along with some technical indicators as well.
Ghost Stories
GHOST STORIES: Global Mobility – Common Mistakes by Employers and Employees
In this podcast and transcript, Elzahne Henn of Forvis Mazars sheds light on the common mistakes and misconceptions related to cross-border employment, such as South Africans working abroad, or working in South Africa but for a foreign company. These insights are valuable for employers and employees alike.
Satrix
Index-tracking balances costs and returns in high-fee markets
Satrix explains the benefits of index tracking and how it balances costs and returns for investors.
