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Good Morning Voornaam,

Jaltech has released South Africa's largest Alternative Investment Report and will be hosting a webinar to share its findings and insights from over 1,300 investors and financial advisors. Click here to register and learn about these investments.

Covering eight companies in under eight minutes, the Ghost Wrap podcast brings you the latest news and my opinions on AECI, Argent Industrial, Hudaco, PBT Group, Invicta, Hyprop, Advanced Health and the Naspers/Prosus stable. Ghost Wrap is made possible by the support of Mazars. Find it here>>>

Do you have kids? Do you care about their financial futures? The answer to the second question should always be "yes" if you do have kids, so take the opportunity to learn from Thembeka Khumalo at Satrix about how to invest for your children. Kicking off National Savings Month in the right way, this episode of Ghost Stories is so important. Find it here>>>

Improve your investment knowledge

The best way to grow as an investor is to read and listen to as much as possible. Luckily, Ghost Mail makes that easy.

For lessons that you can apply to any company, episode 131 of Magic Markets brings you the techniques required to DYOR - Do Your Own Research. Listen to it here>>>
In Ghost Global, I took a look at the omnichannel strategies being used by global players like Home Depot, Lovesac, Farfetch and even warehouse property giant Prologis that sits further back in the value chain. Read it here>>>

Bye-bye, babushkas

Mondi is one step closer to being out of Russia. The sale of the three packaging operations to Gotek Group for EUR30.4 million has been completed, no doubt with a collective sigh of relief. Mondi still needs to sell the Syktyvkar operations, which are a lot bigger. This has proven to be difficult to get across the line. When that happens, the company has indicated that a special distribution will be available to shareholders.

I'm not sure what is going on at Salungano but it doesn't look good. At all. Not only is the financial reporting delayed, but three independent directors (including the lead independent director) resigned at the same time. Alles is not oraaait by die huis, that much we know.

Other updates in Ghost Bites relate to De Beers (part of Anglo American), AVI, Brikor, Montauk, Remgro and Texton.

You can read Ghost Bites here>>>

Some strength in the rand

Although the market was quiet ahead of Independence Day celebrations in the US today, the rand started in the R18.80s and recovered to R18.66 at one stage. This was consistent with other emerging market currencies. US Manufact uring PMI data fell short of expectations, with a reading of 46.0 vs. the anticipated level of 47.0.

Services PMI and the FOMC minutes are both due from the US this week, with Friday as the main event with non-farm payrolls.

For more from TreasuryONE, subscribe to their YouTube channel and stay on top of the currency and macroeconomic news.

Have a lovely day!

Ghost Bites (Anglo American | AVI | Brikor | Mondi | Montauk | Remgro | Salungano | Texton)

Diamonds, fish, bricks and coal - there's a bit of everything in Ghost Bites today. The biggest story was probably Mondi's partial exit of Russia, but keep a close eye on what's going on at Salungano.

Ghost Global: The Power of Omnichannel

With reference to recent research in Magic Markets Premium, I looked at trends in retail and specifically omnichannel models.

Unlock the Stock: Attacq and Tharisa

Brought to you by A2X, Unlock the Stock lets you wear an equity analyst hat and engage directly with management teams. Watch the recording of the event with Attacq and Tharisa here.

Ghost Wrap #31 (AECI | Argent Industrial | Hudaco | PBT Group | Invicta | Hyprop | Advanced Health | Naspers + Prosus)

Covering eight companies in fewer than eight minutes, this week's Ghost Wrap is tilted towards the recent results from industrial groups, with some property, healthcare and tech thrown in too.

Listen Now

Ghost Stories #16: Investing For Your Kids with Thembeka Khumalo (Senior Client Experience Manager at Satrix)

Compound interest isn't just the eighth wonder of the world. It also happens to be probably the best gift that you could give your children. Listen to this podcast to understand why.

Listen Now

Magic Markets Ep131: How to DYOR

You know that you need to DYOR, but what techniques are used in practice for equity research? Magic Markets is here to help.

Listen Now

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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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