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Good Morning Voornaam,

Ghost Bites

Attacq is having a decent end to the year with improvement in some key metrics (but not reversions)
Capital Appreciation Group jumped on earnin gs, reversing the losses after the GovChat impairment announcement
Crookes Brothers suffered a collapse in profitability
The Etion value unlock story is coming to an end
Vukile boasts positive reversions in both the South African and Spanish portfolios

Along with other important updates like a Tharisa trading statement and worrying news from MTN Ghana, Ghost Bites has all these updates and more>>>

Risk-on thanks to China

Early morning news from China gave the markets a boost yesterday, as the protests in China seem to be working in terms of the relaxation of some Covid measures. TreasuryONE notes that health officials at a National Health Commission briefing said that lockdowns should be lifted as quickly as possible, giving some momentum to emerging market currencies.

The rand touched a low of R16.94 before retreating to R17.02 against the dollar. The dollar had a strong afternoon against the euro and the pound but not against the rand.

In news from the Fed, various speakers have indicated that the Fed should keep hiking. This makes Friday's job numbers important, as a significant drop could force the hand of the Fed to relook at its policy. Some fireworks on Friday are possible.

Building a direct-to-consumer business

Whether you are an entrepreneur or an investor, understanding the nuances and challenges of building a direct-to-consumer retail business is helpful. With the help of experts (the founders of Desray and Silvery), the next bizval webinar on Thursday at midday looks set to be a hugely insightful session.

I'm inviting you to join us for free - you just need to register at this link>>>

Learn about alternative assets with Magic Markets and Westbrooke

In the latest episode of Magic Markets, Dino Zuccollo of Westbrooke Alternative Asset Managemen t joined us to unpack the results of a survey that Westbrooke ran with independent wealth managers. The insights into the use of alternative assets in portfolio construction were fascinating. Listen to the show here>>>

Have a lovely day!

Ghost Bites (Attacq | Capital Appreciation Group | Crookes Brothers | Etion | Vukile)

Attacq is having a decent end to the year. Capital Appreciation Group jumps on earnings. Crookes Brothers suffers a collapse in profitability. It's the end for Etion. Vukile boasts positive reversions in SA and Spain.

Yes, you can build a more valuable business

In a recent two-part webinar series, the founders of bizval (including your favourite ghost) shared deep insights into how to build a more valuable business. Founders, this is for you.

Ghost Wrap Ep 3 (RFG Holdings | Prosus | Quantum | Fortress | Mr Price | Telkom | Pepkor | Bidcorp)

It takes just six minutes to get up to speed on eight of the most important stories on the JSE last week, brought to you by Mazars.

Listen Now

Ep103: Alternatives - the Wealth Management View

Westbrooke Alternative Asset Management conducted a recent survey with independent wealth managers about alternative assets. The results are fascinating.

Listen Now

Ep5: The bravery to change a business (with Craig Herbst and Graham Jones)

In Episode 5 of the bizval podcast, The Finance Ghost spoke to two founders who are enjoying the fruits of being solar and energy specialists. It wasn't always this easy, as they share in great detail.

Listen Now

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