Saturday, January 11, 2025

Ghost Wrap #39 (Grindrod | Impala Platinum | Merafe | Resilient | NEPI Rockcastle | Santam | Sun International)

Recapping a busy period this week, Ghost Wrap delivers a whirlwind update on Grindrod, Impala Platinum, Merafe, Resilient, NEPI Rockcastle, Santam and Sun International. This podcast is brought to you by Mazars.

Ghost Wrap #38 (Nedbank | Absa | Exxaro | Northam | Sasol | Glencore | Vodacom | MTN | Cashbuild | Italtile | Nampak)

There's so much to catch up on in Ghost Wrap. Get up to speed on banking, mining, telecoms, building materials and more in this fast-paced podcast, brought to you by Mazars.

Ghost Wrap #37 (AngloGold | Pan African Resources | Impala Platinum | Mondi | Sappi | Mpact | Spur | Standard Bank)

Get ready to play rock, paper, scissors in this edition of Ghost Wrap. I covered mining and paper stocks, with some sharp results from Spur and Standard Bank as well. Ghost Wrap is brought to you by Mazars.

Ghost Wrap #36 (AngloGold + Sibanye-Stillwater + Gold Fields + Pan African Resources | MTN + Telkom | Ellies | Curro)

Now released twice-weekly, Ghost Wrap is your summary of the most interesting company news on the JSE. Ghost Wrap is brought to you by Mazars.

Ghost Stories #18: Spotlight on Bond ETF Investments with Siyabulela Nomoyi (Portfolio Manager at Satrix)

Equity ETFs tend to dominate the narrative among investors, particularly retail investors. Fixed income or bond ETFs are often ignored, which is a pity now that yields have picked up to current levels. With Siyabulela Nomoyi of Satrix, we put the spotlight on bond ETFs.

Ghost Wrap #35 (Woolworths | Shoprite | Liberty Two Degrees | Spur | AVI | British American Tobacco | Anglo American | ArcelorMittal)

Ghost Wrap is your weekly update of the most interesting stories on the JSE, brought to you by Mazars. I cover eight companies in as many minutes!

Ghost Wrap #34 (Richemont | ArcelorMittal | Pick n Pay | Truworths | Mr Price | Super Group | Northam Platinum | Vodacom)

There was a bearish tone to many of the updates over the past week, particularly in businesses that are heavily impacted by load shedding. This includes retailers and industrial groups.

Ghost Wrap #33 (Bell Equipment | Invicta | Tharisa | Sasol | RMB Holdings | Accelerate Property Fund | Bytes Technology | Absa)

There was important news from various industrial players like Bell, Invicta and Sasol. Absa gave an important outlook on banking. Also look out for updates from Tharisa, RMB Holdings, Accelerate Property Fund and Bytes.
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