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18 December 2020
 
 
 
Hello Voornaam,
 

The JSE flirted with a new record yesterday after the All Share Index crossed above 60,000 for the first time in almost two years. The 1.8% gain puts it about a thousand points below the all-time high of 61,596 reached in January 2018. Optimism over a Covid-19 stimulus bill in the US was behind the move, also propelling the S&P 500 and the Nasdaq to record highs.

The ALSI's gains came despite a big decline in MTN's share price after it said Nigeria's authorities had given telecoms operators just two weeks to comply with strict SIM card registration requirements. That followed a sharp drop last Friday when the news first broke.

Happier news from Growthpoint's UK subsidiary, Capital & Regional, as customers return in their droves to its shopping centres around London. NEPI Rockcastle, however, is still battling tough restrictions in some Central and Eastern European countries.

Also today, De Beers says diamond demand remains steady ahead of the holidays after a sharp decline earlier this year. And Kibo Energy says it's making progress on a power purchase agreement in Mozambique.

In the 6th Magic Markets podcast, The Finance Ghost and Mohammed Nalla discuss the opportunities that are created by sustainable investing, unpacking the link between ESG (Environmental, Social and Governance) metrics and sensible long-term investment principles.

Have a great weekend.

Stephen Gunnion

Managing Editor, InceConnect



The latest from Ingham Analytics

For investors in Tencent (or Prosus or Naspers for that matter) Ingham Analytics' latest note on Tencent entitled "Gaming for change" will be of interest. They have upped their earnings forecast and say that games revenue is a strong driver. Product pipeline is robust as this internet giant continues to innovate. However, they do caution that the rating is looking stretched.

 

 
Todays Latest Headlines
 
 
 
 
MTN sags on Nigerian SIM card freeze
MTN sags on Nigerian SIM card freeze
The Minister of Communication is using telecoms companies to force Nigerians to get national identity numbers.
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Magic Markets Ep6: Sustainable Investing
Magic Markets Ep6: Sustainable Investing
We aren't going to even entertain the thought of denying that there's a global emergency for humans to find a more sustainable way to exist on...
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Shoppers return to Capital & Regional centres
Shoppers return to Capital & Regional centres
The community focused mall owner says almost all its stores have reopened following the most recent lockdown in England.
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Holiday demand cushions tough year for De Beers
Holiday demand cushions tough year for De Beers
After a big decline at the height of the Covid-19 lockdown, its final sales cycles have been more positive.
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NEPI reports improving collections
NEPI reports improving collections
The shopping centre owner says it has made progress in reaching agreements with tenants across Central and Eastern Europe.
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Gaming for change
Gaming for change
For investors in Tencent (or Prosus or Naspers for that matter) Ingham Analytics latest note on Tencent entitled “Gaming for change” will be of interest.
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Company Notices and Announcements
 
CORPORATE ANNOUNCEMENT BY: ANCHOR GROUP LIMITED
CORPORATE ANNOUNCEMENT BY: ANCHOR GROUP LIMITED
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