| Before we delve into the company and markets news this morning, there are two opportunities that are important: Register here to attend Unlock the Stock with Calgro M3 on Thursday at midday, giving you the chance to feel like an equity analyst by asking questions directly to the management team. Unlock the Stock is brought to you by A2X.If you are a business owner and you're curious about the value of what you've built, we are running a promotion at bizval that makes a bizval Live valuation free for the rest of May. You need to use the discount code KNOWYOURVALUE on checkout when choosing a Live valuation here>>> font>Great ways to learn in Ghost MailYou're here to increase your knowledge of the exciting world of finance. Here are a few ways to do exactly that: To understand more about the drivers of the rand and the outlook for our currency and local market, watch the recording of the TreasuryONE webinar last week that was co-hosted by yours truly and Wichard Cilliers of TreasuryONE.To see a combination of fundamental and technical analysis in action, this article from the team at Trive South Africa takes a look at the energy sector wit h a solid combination of fossil fuel and renewable energy companies, both locally and abroad. The team opted to share their views on Sasol, Chevron, Renergen and Brookfield Renewable Partners.If you're curious about how fund managers think about a watchlist of stocks, then the latest episode of Magic Markets with Craig Antonie of AnBro Capital Investments is perfect for you. With an in-depth discussion on two companies, International Flavors and Fragrances ($IFF) and Runway Growth Finance ($RWAY), this is an excellent way to learn the art of patience in the market. The latest on the JSEAs usual on a Monday, there's an episode of Ghost Wrap that is fresh out the oven for you. Brought to you by Mazars, this podcast is designed to give you the most efficient way to get up to date on some of the most important local stories of the prior week. I covered Dis-Chem, Grindrod Shipping, NEPI Rockcastle, Telkom, Nampak, Purple Group and Investec in the latest episode that you'll find here>>> You can also find a couple of those names in Ghost Bites this morning, although I must warn you in advance that Ghost Bites is more technical than usual. There were some complicated issues to deal with on Friday, ranging from business rescue at a subsidiary of Tongaat Hulett through to trying to figure out the move in Tharisa's headline earnings vs. operating profit. Plus, there was the critical need to isolate Dis-Chem's second half performance to understand the recent share price trajectory. Nobody said that investing is easy. I didn't spend all those years at university and in practice for nothing! To help you understand more about a deeper level of analysis, Ghost Bites this morning is for those who are willing to push themselves. Find it here>>> R19.50. Ke Nako. It is time. On Friday afternoon, the rand broke through the R19.50 level against the US dollar. TreasuryONE notes that optimism around a resolution to the debt ceiling talks has buoyed the US dollar, which doesn't do us any favours in South Africa as we continue to struggle with our issues. Gold has lost some of its shine based on US dollar strength, trading at $1,960. Brent Crude is trading at just above $76 per barrel. May you have an excellent start to your week! PS: if you have a few minutes to spare, we would hugely appreciate you filling out this survey on Ghost Mail about the content you read and the way you invest. Help us make Ghost Mail better, please. |
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| | | Get ready for a more technical Ghost Bites than usual, as you learn about H2 vs. H1 numbers (Dis-Chem), assessing headline earnings (Tharisa), NAV per share (Tradehold), business rescue (Tongaat) and more. |
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| Trive South Africa takes a look at local and international energy stocks that are making interesting moves, including Sasol, Chevron, Renergen and Brookfield Renewable Partners. |
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| | | We've got a bit of everything in Ghost Wrap this week, from companies that are fighting for survival through to strong performers like NEPI Rockcastle and Investec. Ghost Wrap is brought to you by Mazars. |
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| | | There are two companies on the AnBro watchlist that you've possibly never heard of. Not only is this is a great way to learn about these stocks, but you'll also get insights from Craig Antonie on how AnBro manages its investment watchlist. |
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| | | In Episode 13 of Ghost Stories, Nico Katzke of Satrix returned to the platform to discuss a variety of topics around a central theme that is critical to all South Africans: the local vs. offshore debate. |
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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.
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