Friday, January 10, 2025

Ghost Wrap #45 (Bell Equipment | Transaction Capital | Capitec | Caxton & CTP | City Lodge | Sun International)

Bell Equipment released strong results and Transaction Capital certainly didn't. Capitec found some love in the market. Caxton & CTP is a tale of two segments. Hospitality duo City Lodge and Sun International released numbers. Get it all in under 6 minutes in Ghost Wrap.

Ghost Wrap #44 (Bowler Metcalf | City Lodge | Shoprite | The Foschini Group | Bidvest | AVI)

There's a good spread of news in this update, including small caps and retail giants, with a sprinkling of diversified industrials for good measure.

Ghost Wrap #43 (Fortress | Truworths | Woolworths | Bidcorp | Cashbuild | KAP | Motus)

Covering a variety of sectors in this podcast, I looked at the most interesting recent news on the local market. Ghost Wrap is brought to you by Mazars.

Ghost Stories #20: Dividends – Delights and Dangers with Nico Katzke (Head of Portfolio Solutions at Satrix)

Dividends tend to get a lot of respect among investors. Is this warranted? Are they always worth celebrating, or is this just shuffling money around? In this in-depth discussion with Nico Katzke, we unpacked this topic.

Ghost Stories Ep19: The Investec USD S&P 500 Autocall

Brian McMillan joined me on this show to explain structured products and the Investec USD S&P 500 Autocall in detail, with a potential return up to 8.4% p.a. and downside protection.

Ghost Wrap #42 (Super Group | Grindrod | ADvTECH | STADIO | CA Sales Holdings | Transpaco | Master Drilling)

Guess what? This episode of Ghost Wrap could be filled with only good news from local companies! All of them have grown HEPS strongly. Enjoy the positivity, brought to you by Mazars.

Ghost Wrap #41 (Spur | Adcock Ingram | Bidvest | Bidcorp | NEPI Rockcastle | DRDGOLD | Harmony Gold | BHP | Sasol)

There's a positive undertone to this episode, with decent results from Adcock Ingram and really strong numbers from Spur, Bidvest, Bidcorp and NEPI Rockcastle. The mining houses can't say the same.

Ghost Wrap #40 (Aveng | Curro | Libstar | Transpaco | Standard Bank | Thungela | Exxaro | Sibanye | Gold Fields | Master...

Covering major updates across several sectors, Ghost Wrap needs just a few minutes of your time to get you up to date on the most important company news on the local market.
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