Ghost Wrap: winners only

Good Morning Voornaam,

After a lot of bad news this year about the economy and companies struggling, I'm thrilled to be able to fill an entire Ghost Wrap podcast with local companies that are growing HEPS by roughly 20% or more. You can have success on the market - you just need to know where to look. Get the latest on Super Group, Grindrod, ADvTECH, STADIO, CA Sales Holdings, Transpaco and Master Drilling, brought to you by Mazars. Find it here>>>

With a global lens and giving you a fantastic opportunity to learn more about structured products and how derivatives can be layered over a traditional index -tracking product to create a fascinating outcome, the latest Ghost Stories podcast features Brian McMillan of Investec. We worked through the Investec USD S&P 500 Autocall, which gives investors a very interesting way to play that index. Get all the details here>>>

Sticking with the global updates, you can also get the latest on:

It's not too late to add two great webinars to your diary this week:

A day of contrasts

Ghost Bites makes for interesting reading today. For example, Nampak has given an update on the rights offer required to keep the place going. Transpaco also operates in the packaging sector, yet the company is rewarding shareholders with great returns rather than asking for more money.

In the mining space, Sibanye-Stillwater upset the market once again by releasing a set of numbers that were a disappointment. It feels like nothing can go right for the company at the moment. Even endangered flowers in the US are hurting its plans! Although playing at a different point in the mining value chain, Master Drilling is singing a very different tune to Sibanye with really strong results.

Then we have Super Group, with results that certainly live up to the name. The company has added its name to the list of industrials companies that have grown sharply this year.

Finally, Thungela has concluded the acquisition in Australia.

Along with the usual assortment of smaller stories and director dealings in Little Bites, get all you need with a single click in Ghost Bites here>>>

The rand seemed to run out of puff

The rand started the day on the front foot and then fell away against the dollar, despite a weak JOLTS number in the US that gave the dollar a tough day against other major currencies. Is the rand running out of momentum, currently at around the R18.50 level?

Gold has jumped to $1,934 after the data out of the US.

TreasuryONE highlights that liquidity is low this week because it is the last week of holidays in Europe and the US. This can lead to erratic moves, a dangerous situation with PCE data and US non-farm payrolls out this week.

With that, I wish you a great day!

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