Consumer and Retail
Ghost Global (Disney | Rivian | Unity | Coinbase)
Ghost Grad Karel Zowitsky decided to focus on Disney, Rivian, Unity and Coinbase this week. Just the chart of Coinbase vs. bitcoin makes it worth a read!
Financial Services
2022 Nedbank Group Limited Unaudited Interim Results
With an increase in its share price of over 20% this year, Nedbank has rewarded investors at a time when the market has dished...
Financial Services
Citigroup: a conservative choice?
Ghost Grad Jordan Theron chose Citigroup as an interesting choice among the US banks. After a busy reporting season with the threat of recession looming, how does it stack up against other banks?
Financial Services
Absa gives us more banking insights
The banks have been excellent performers this year, though prices have come off recently. What does Absa's update tell us about the sector?
Financial Services
Sanlam has taken a big knock
A nasty result in the insurance business, along with pressure elsewhere, has driven a drop of 31% in Sanlam's headline earnings.
Financial Services
Sygnia: passive-aggressive growth
Sygnia's business has important differences to e.g. Coronation. The latest results look good, including net inflows from retail investors.
Financial Services
Banking on the banks
Local banks have offered an excellent investment return this year. Has the boat been missed or is the credit cycle just warming up?
Financial Services
Santam flags a tough net result
Premium growth has been strong, but the floods hit underwriting margins and the market hit investment returns.
Consumer and Retail
Transaction Capital: still my favourite
The latest interim results from Transaction Capital serve as another reminder of why I love (and own) this company.
Financial Services
Net1 improves but is still loss-making
Net1 is changing its name to Lesaka Technologies, reflecting the strategy going forward after the Connect Group acquisition. A significant change in fortunes is needed.
Financial Services
Sanlam forms a R33 billion Allianz
21, Sanlam gave us the first hint that a deal of some sort might be on the table with Allianz SE, a global financial services group listed on the Frankfurt Stock Exchange.
