| Good morning Voornaam,
Today is the first day of the rest of my life. With an immense personal strain behind me, I look forward to making Ghost Mail better than ever before. If you have any suggestions (and I mean any), I would love to hear them!
One of the things I love most about Magic Markets Premium is digging into company strategies and how those companies are responding to industry trends. To celebrate 100 Magic Markets Premium research reports and shows, Dominique Olivier spoke to us about some of the things we've found most interesting on this journey.
In part 1, she covered the Swiss watch crisis (with reference to Swatch), how Google is such a powerful gatekeeper online (with reference to Tripadvisor) and the concept of tractors with internet (thanks, Deere & Co). You can read it here>>>
Enjoy the rest of the content and have a great day!
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| Lesaka Technologies joined the Unlock the Stock platform for the first time to talk about the recent financial performance and the strategy. You can watch the recording here, thanks to our partner A2X. |
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| 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 this brand new episode of Magic Markets, we welcomed Garth Mackenzie to the show to talk about the art of trading.
Thanks to B2IT, you can learn about trading in bull vs. bear markets and the different types of traders in the market.
Garth has a wealth of experience in this space and as a podcast host himself, it was guaranteed to be an enjoyable discussion. No wonder it went on for longer than usual! |
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| With 100 Magic Markets Premium reports and podcasts now in the library, there are so many themes and insights to consider. Here's just a taste of what we cover, using Swatch, TripAdvisor and Deere & Co as examples. |
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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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| 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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| | | 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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| TreasuryONE Market Update With little in the way of geopolitical developments, the rand found some relief and dipped below the R19 level in the afternoon. The news headline of Reserve Bank Deputy Governor Kuben Naidoo resigning has had little impact on the rand.
It does, however, leave a gap in the possible replacements for Governor Kganyago when his term ends.
Gold is trading at around $1,976 this morning and Brent Crude is slightly above $90 per barrel.
TreasuryONE has released a new weekly market review. The video is embedded below, or you can watch it on YouTube here>>> |
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| | | Get the latest on Datatec, Europa Metals, Richemont, Kibo Energy, Sasol, Southern Palladium, South32 and Textainer. It's all available with a single click in Ghost Bites. |
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| Textainer looks to be shipping out Another day, another buyout of a JSE-listed company. This means that a delisting is on the table, with Textainer shareholders celebrating an offer that represents a premium of 46% to the closing share price last week. After 16 years on the market, Textainer is about to ship out.
In a fun bit of corporate finance, the deal with Stonepeak as the offeror includes what is known as a "go-shop" clause, which gives Textainer 30 days to poke around the market and see if a better deal can be found.
In addition to this, Ghost Bites brings you what you need to know about Datatec's excellent results, production numbers at Sasol and South32, junior mining news at Europa Metals and Southern Palladium, regulatory approval for a deal at Richemont that is as farfetched as the name of the counterparty and finally, an update on Kibo Energy's joint venture. Get it all here>>> |
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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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