| If your company is focused on agriculture, manufacturing, mining, or commercial property and is looking for solar financing, Jaltech's solar financing solution offers benefits including 100% project finance, a deal turnaround of 2 to 3 weeks and all costs being tax-deductible. To reach out to the team, follow this link>>> In case you've missed them:Ghost Wrap is your weekly update on the JSE's most interesting stories. Brought to you by Mazars, the latest episode features my views on Bidcorp, Bidvest, MultiChoice, Argent Industrial, Renergen, Capital Appreciation and The Foschini Group. Learn here>>>Mark Sack of Sally Williams Fine Foods joined me on the bizval podcast to talk about building an FMCG business into a household name, including a story about exporting to none other than Costco! Find it here>>>The latest episode of Magic Markets features Alex Weiss of Trive South Africa and a discussion on five Chinese stocks. These thematic shows are an excellent way to learn about several s tocks in one go. Take a trip to China here>>>For more detailed fundamental and technical analysis, Trive South Africa also took a look at Dell Technologies here and JD.com here.Last week, I presented a webinar on emigration alongside TreasuryONE. The recording (including the Q&A) is available here>>>Will Telkomasaurus avoid the asteroid?I wouldn't like to be running Telkom at the moment. The business is literally in a race against time, trying to transform into a modern technology and telecoms company while watching its legacy revenue fall away at an alarming rate. With enormous negative free cash flow, it's no surprise that there is no dividend. A cash payment to shareholders (or lack thereof) is the least of the worries, with Telkom in serious trouble with HEPS down 76.6%. Punters in this stock believe that M&A of some kind cannot be far away. Will MTN perhaps resurface here? The results released by MultiChoice also got their fair share of attenti on on Twitter. The company has placed the results and official commentary in Ghost Mail this morning, available here. You'll find my views within Ghost Bites and I would encourage you to comment on Ghost Bites and give your thoughts on MultiChoice, particularly after reading the official results as well. Not that you need other reasons, but Ghost Bites is also worth a read for the latest numbers from Brait and Ethos Capital, news on Glencore's ongoing M&A efforts and updates from property groups Attacq, Delta and Resilient. I also covered AEEI, Ellies, enX and the usual assortment of smaller updates in Little Bites. Get it all with one click in Ghost Bites here>>> The rand's momentum has been haltedNews that US lawmakers are calling for the African Growth and Opportunity Act (AGOA) summit to be relocated due to concerns over SA - Russia relations has sparked worries about trade access and exports. Nothing has been confirmed yet, but the rand struggled to break the R18.50 level and TreasuryONE notes that this would've been a factor. Looking to US data, inflation was in line with expectations but services revenue remained elevated. Lower fuel and electricity prices helped constrain CPI. All eyes will be on today's FOMC meeting, particularly the comments from the Fed that will accompany the rates decision. If you want to understand more about central bank decisions and what goes into them, you can read this article from TreasuryONE>>> Have a fruitful day! |
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| | | It was a busy day of news, including major releases from Brait, MultiChoice and Telkom. Glencore is always busy with deals and Ellies needs money. There were several other updates as well. |
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| MultiChoice Group (Africa's leading entertainment company), returned its Rest of Africa business to profitability. |
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| | | Based on my emigration article that went viral more than once, I presented a webinar on how to objectively assess the emigration decision. TreasuryONE joined me to discuss the SARS and SARB mechanics. |
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| Step into the world of retail excellence with JD.com (NASDAQ: JD), the e-commerce champion that has been sprinting ahead, leaving competitors in its dust. |
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| | | After the release of recent results by Dell Technologies, is there evidence to support an argument for some upside in the share price? |
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| | | There's a solid mix of sectors and performance in this episode of Ghost Wrap, ranging from record results in some places to really tough numbers in others. |
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| | | Alex Weiss of Trive South Africa returns to Magic Markets to discuss five Chinese stocks playing in the eCommerce and tech platform space. |
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| | | If you're curious about how an FMCG business grows into a household name that can export products to global retail giant Costco, this podcast is for you. |
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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.
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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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