| Good morning Voornaam,
This is your final opportunity to register for the bizval webinar at midday today. Along with my co-founders in that business, we will be presenting on how to buy a business. The insights will be fantastic and are freely available, provided you register at this link>>>
The other event you need to register for is scheduled for tomorrow, when you'll have the opportunity to engage directly with the management teams of Calgro M3 and Bell Equipment on Unlock the Stock. Brought to you by A2X, the event is free to attend and is scheduled for 12pm. You need to register at this link>>>
There's a brand new episode of Ghost Wrap for you to enjoy today, brought to you by Mazars South Africa. In under seven minutes, I bring you the latest on PSG Financial Services, MiX Telematics, Karooooo, CMH, the African Bank - Sasfin deal, Cashbuild and Calgro M3. Enjoy it here>>>
I've also written a new article for EasyEquities about winners on the local market and whether they can keep winning. I covered Spur, The Foschini Group and CA Sales Holdings. Read it here>>>
Have a great day and enjoy all the content!
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| NEW: Ghost Wrap podcast
(PSG Financial Services | MiX Telematics | Karooooo | CMH | African Bank - Sasfin | Cashbuild | Calgro M3) |
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| | | The latest Ghost Wrap podcast brings you company news and my opinions on a variety of local companies. It's a whirlwind, delivered at a rate of less than one minute per company! Ghost Wrap is brought to you by Mazars. |
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| In the latest Ghost Stories podcast focusing on structured products with the Investec team, Japie Lubbe joined me to unpack the Optimal Investment Growth Basket.
It offers a maximum annualised return in USD of 9.8% per annum over five years, with 100% capital protection at maturity in USD.
Listen to the show to learn about how this product works and what the benefits and risks are. |
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| NEW: Learn about structured products |
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| For additional insights into structured products and for those who prefer articles to podcasts, this piece from Investec touches on the opportunities in the market as well as the risks.
Structured products are designed to navigate that environment. |
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| In this brand new episode of Magic Markets, we dig into the food producer sector. This has been a tough place to play in these inflationary conditions, but why?
Thanks to B2IT, you can find out. We looked at McCormick (20% market share in spices in the US) and a selection of South African food producers.
Of course, PepsiCo and my favourite chips (blue Dorito's) get a mention as well! |
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| | | There have been winners on the local market, if you know where to look. The question is whether those winners can keep winning. I covered Spur, The Foschini Group and CA Sales Holdings in this piece for EasyEquities. |
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| Have you ever asked yourself why SHEIN is so cheap?
Dominique Olivier loves clothes. She loves saving money. She doesn’t love arguably damaging business practices, with many questions being asked around the world about SHEIN. |
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| TreasuryONE Market Update The conflict in the Middle East has tragically escalated, with hopes of a peace settlement fading. Although gold and oil prices both jumped, currency markets remained stable.
In the US, strong retail sales data saw US Treasury yields jump across the curve, with 2-year yields at a 17-year high of 5.21% as bets on a Fed rate hike picked up. Chinese economic data was positive this morning, with Q3 GDP at 4.9% vs. an expected 4.4%.
The rand has shown surprising resilience, with risk sentiment having been boosted by Chinese data. The major local data release today is inflation, with CPI expected to be 5.3% higher.
TreasuryONE hosted a recent webinar for clients with ETM Analytics. The video is embedded below, or you can watch it on YouTube here>>> |
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| | | Get the latest on Exemplar REITail, Hyprop, Jubilee Metals, Ninety One, Primary Health Properties, Standard Bank, Tharisa and Zeder. It's all available with a single click in Ghost Bites. |
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| Action in the property sector The local market has been rather dreary in terms of corporate activity of a positive kind, with most of the deals in the property sector being buyouts of funds trading at vast discounts to net asset value (NAV).
But yesterday, we saw three unusual examples of corporate activity in the sector.
First up, an acquisition by Hyprop of Table Bay Mall. This is in a high-growth area of Cape Town, but goodness knows they've paid for that privilege.
We also have a capital raise by Exemplar REITail, with management wanting to execute a large bookbuild to reduce debt. Simply, this means that only certain institutional investors will get their hands on the shares at a discount, with the rest left out in the cold. I'm not a fan of what they are doing.
There's also a new listing (amazing, right?) of a UK-based healthcare REIT called Primary Health Properties. I would be very nervous of the company at this point in the interest rate cycle, but it's still great to see fresh opportunities on the JSE.
On a busy day of news, we also saw updates from Jubilee Metals, NinetyOne, Standard Bank, Tharisa and Zeder. Get everything you need in Ghost Bites with just one click>>> |
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| You should expect us in your inbox Monday – Friday. If you don’t receive an email, please check your spam, or junk folder and “move us” into your primary inbox to ensure you get it each morning.
Disclaimer
Our content is intended to be used and must be used for informational purposes only. You must do your own analysis before executing any investments or strategic decisions, based on your own circumstances. We do not provide personalised recommendations or views as to whether an investment approach or corporate strategy is suited to the needs of a specific individual or entity. You should take independent financial advice from a suitably qualified individual who gives due regard to your personal circumstances.
Whilst every care is taken, we accept no responsibility or liability for any errors or omissions in any of our content.
The views, thoughts and opinions expressed in our content belong solely to the author or quoted individuals and/or entities, and not necessarily to the author's employer, organisation, committee or other group or individual, or any of our affiliates or brand partners. |
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