December means fun, friends and music. For investors in Warner Music Group, that's exactly what is needed. The music industry is growing at pace and Warner sits in exactly the right place in the value chain: with the artists! Does this make it a great investment? For only R99/month or R990/year, Magic Markets Premium subscribers will find out the answer today. Subscribe today and don't be left out>>> Ghost Bites:Absa is enjoying the banking party underway in the local economy and is posting ROE numbers that are beyond impressiveCapital & Counties brings us a property view from the UKSanity is prevailing with Fortress (until January, at least)Karooooo's subscriber growth is looking strongSanlam's numbers are under pressureI really can't get over the change in fortunes at Absa. I knew banking would do well this year, but a return on equity of 17% is very strong for a bank that hasn't exactly been the darling of the market. Get this story and more in Ghost Bites>>> The rand isn't resti ngAfter we managed to stay out of the headlines for the past couple of months, the events around President Ramaphosa took us straight back to where South Africa seems to love being: in the spotlight for the wrong reasons. To help you understand more about this rollercoaster, the team from TreasuryONE explains the rand movements in the context of this news and recent data. Read it here>>> Meanwhile, oil finds itself in a tug-of-war with the opening of China on one side and global recessionary expectations on the other. The positive China sentiment also gave the rand some support, with all emerging market currencies having had a good day against the dollar. As we've come to learn in the market, news of worsening load shedding doesn't seem to affect the rand. PodcastsGhost Wrap is proving to be very popular, with this new podcast delivering you numerous company updates on the JSE in a quickfire format. Brought to you by Mazars each week, the latest episode covered Sasol, HCI, City Lodge, Nampak, Standard Bank, a number of property funds and the cancelled Premier IPO - all of this in below eight minutes! Get it here>>> Don't fall behind on Magic Markets! In Episode 104, we gave you insight into some of the work we do in Magic Markets Premium, like the Bull Box vs. Bear Box and the importance of both technical and fundamental analysis. Increase your investment knowledge here>>> And before you go - wouldn't a Takealot voucher do wonders for your Christmas shopping? Stand a chance of winning and have your say in the Alternative Investments Survey presented by Jaltech. You'll also get a free copy of their Alternative Investments and Cryptocurrency Report. Click here to participate>>> Have a great Thursday! |