| Our research report on Apple's latest results is live! Get access to this Magic Markets Premium report plus the entire library of 50+ stocks for just R99/month or R990/year. You won't regret it. Ghost Bites:Mediclinic's earnings are a mixed bag and there's no dividend because of the Remgro / MSC offerPPC expects a substantial drop in earnings, with the business in Rwanda as the rainbow on a cloudy dayI'm glad I gave up on Spar font> earlier this year, as the latest results are rough and the market hated themI got it badly wrong with Tiger Brands - the company has managed to push through pricing increases and has grown its earningsThe current Woolworths management team continues to impress with another solid update
Yesterday was an insanely busy day of announcements on the JSE. I worked my way through seemingly endless SENS announcements so that you don't have to. Save yourself time and get right up to speed by reading Ghost Bites>>> Spoilt for choice with Unlock the Stock There have been two recent Unlock the Stock events, and both are well worth your time: The first one featured TWK Investments, a diversified agriculture group listed on the Cape Town Stock Exchange (watch the TWK event here)The second event was with Equites Property fund, a specialist logistics property group with a portfolio in the UK and South Africa (watch the Equites Property Fund event here)Has the rand run out of puff?After the market ran towards the dollar as the news initially broke of rockets striking Poland, the world breathed a sigh of relief and traded sideways for most of the day. The rand has strengthened by around R1.20 in a week but has found the going a bit tough around the R17.20 level. Has the rand run out of puff? With such a big move, it's easy to say that the rand is looking stretched. TreasuryONE wouldn't be surprised if the rand lost some ground into the back end of the week, potentially forming a base at the current spot level that could set up a retreat back towards R18.00 once again. Despite the risk-on rally currently at play, the expectation is for emerging markets to come under pressure should economic data turn negative. PodcastsHave you tried Ghost Wrap yet? This brand-new weekly podcast gives you a fun recap of the prior week's most important headlines on the JSE and a new episode will be released every Monday.Before our new episode takes the spotlight, be sure to listen to Craig Antonie of AnBro Capital Investments as he joined us on Magic Markets to talk about the power of compounding dividends to grow wealth
Have a lovely Thursday! |
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| | | Mediclinic's earnings are a mixed bag. PPC is under pressure and Rwanda is the star of the show. Having now seen these results, I'm glad I gave up on Spar earlier this year. I got it badly wrong on Tiger Brands. Woolworths continues a strong run. |
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| Equites Property Fund joins Unlock the Stock for the first time. If you're interested in industrial property, this is a great discussion. |
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| | | Diversified agriculture group TWK Investments returned to Unlock the Stock to update you on the latest results and the prospects of the business. |
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| | | Ghost Wrap is fast, fun and informative. Welcome to your weekly wrap of the most important and interesting stories on the JSE. |
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| | | Craig Antonie from AnBro joins us to discuss their latest investment product: a fund focused on companies with great capital allocation strategies and resilient dividends. |
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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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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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