The power of omnichannel

Good Morning Voornaam,

I strongly believe that combining technical and fundamental analysis is the best way to operate in the markets. In the latest research piece from Trive South Africa, they take exactly that approach in analysing grocery giant Kroger. Read it here>>>

The global flavour goes far deeper this morning, with the exciting return of Ghost Global! Having wondered about what format this should take, I eventually decided to tap into the insights from the detailed research in Magic Markets Premium to identify useful trends in various industries. This week, I looked at the power of omnichannel strat egies in retail, with reference to several research reports in Premium. Read it here>>>

If you're interested in learning more about gaming operator ITHUBA and the investment in scholarships and bursaries, you can read this article>>>

And with all that new stuff out of the way, make sure you haven't missed these from earlier in the week:

Advanced Health heads for the exit

It looks like another small JSE-listed group is leaving our market. Although the scheme of arrangement still needs to run its course, there is a substantial buyout offer for Advanced Health that means very strong returns for recent investors. With minimal liquidity, the only way to realise that price is via the scheme. This bodes well for the likelihood of a "yes" vote.

It was a quiet day of news on the JSE overall, with other notable stories including Pick n Pay's acquisition of a bu tchery group, Schroder European REIT demonstrating once more that property is a poor inflation hedge and Stefanutti Stocks delivering good news regarding a legal claim.

Get all these updates with one click in Ghost Mail>>>

PGMs are in trouble

TreasuryONE notes that the rand weakened yesterday in response to a stronger dollar driven by hawkish comments from Fed Chair Powell. If these trends persist, we could be heading back to R19.00 against the dollar.

But perhaps more im portantly for South Africa, prices of PGMs faced downward pressure with Palladium reaching levels last seen in 2018.

Locally, the SARB Governor emphasised that interest rates will remain elevated for an extended period. Strap yourself in!

Have an enjoyable Thursday!

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