Good morning Voornaam,
Right. Back to reality for all of us. You have a few days of work to get through before another incredibly exciting weekend.
I'm really looking forward to the webinars on the menu this week. On Thursday, you have the opportunity to engage directly with the management teams of Calgro M3 and Bell Equipment on Unlock the Stock. Brought to you by A2X, the event is free to attend and is scheduled for 12pm. You need to register at this link>>>
And tomorrow at midday, the bizval team (i.e. including me) will be hosting a webinar on how to buy a business. This is a really interesting way to diversify your wealth, especially because the right private companies can outperform listed equities in this environment. To attend the webinar at 12pm on Wednesday, register at this link>>>
If you're looking for a great podcast to fill a gap or a commute today, then Episode 146 of Magic Markets is a winner. Brought to you by B2IT, we covered McCormick (huge market share in the US spice market) and compared it to various local food producers. The entire sector has been under a lot of pressure. Find out why here>>>
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NEW: Ghost Stories podcast |
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In the latest Ghost Stories podcast focusing on structured products with the Investec team, Japie Lubbe joined me to unpack the Optimal Investment Growth Basket.
It offers a maximum annualised return in USD of 9.8% per annum over five years, with 100% capital protection at maturity in USD.
Listen to the show to learn about how this product works and what the benefits and risks are. |
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NEW: Learn about structured products |
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For additional insights into structured products and for those who prefer articles to podcasts, this piece from Investec touches on the opportunities in the market as well as the risks.
Structured products are designed to navigate that environment. |
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In this brand new episode of Magic Markets, we dig into the food producer sector. This has been a tough place to play in these inflationary conditions, but why?
Thanks to B2IT, you can find out. We looked at McCormick (20% market share in spices in the US) and a selection of South African food producers.
Of course, PepsiCo and my favourite chips (blue Dorito's) get a mention as well! |
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Ghost Wrap podcast
(Famous Brands vs. Spur | Sibanye-Stillwater | De Beers | Mondi | Life Healthcare | Datatec | Fortress) |
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| | The Ghost Wrap podcast looks at trends in local restaurants and diamonds, as well as news in the mining, paper, IT and property sectors. Ghost Wrap is brought to you by Mazars. |
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Have you ever asked yourself why SHEIN is so cheap?
Dominique Olivier loves clothes. She loves saving money. She doesn’t love arguably damaging business practices, with many questions being asked around the world about SHEIN. |
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| | The lessons dished out by the markets this year have been all about how companies cope in inflationary conditions. The winners have one thing in common: pricing power. |
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TreasuryONE Market Update With little data of any importance out yesterday, the market pressed the "risk-on" button and the rand was 1% stronger on the day. It is trading at just over R18.80 this morning. Before you get too excited, also take note that Brent Crude has risen above $90 per barrel. If more parties get involved in the conflict, that price is likely to keep rising.
Gold is enjoying the market uncertainty, trading at $1,917 per ounce and up by $100 in a week!
Of the various data releases and other events this week, one to definitely keep an eye on is Fed Chair Powell's speech scheduled for Thursday evening.
TreasuryONE hosted a recent webinar for clieents with ETM Analytics. The video is embedded below, or you can watch it on YouTube here>>> |
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| | Get the latest on Adcorp, AEEI, Calgro, Cashbuild, Insimbi, Octodec, Raubex, Renergen and Schroder European Real Estate. It's all available with a single click in Ghost Bites. |
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What didn't the market like about Calgro? Calgro has been on quite the rollercoaster, with the share price way down from the peaks of 2016. That's true for many local companies. For recent investors though, the trajectory has been solid. The share price is up 38.5% this year, supported by strong earnings growth.
This is an excellent case study in the use of share buybacks, with Calgro buying back loads of shares at an average price of R2.63 per share. For reference, yesterday's closing price was R4.35 and the net asset value per share is R11.99!
Despite the strong numbers though, the share price closed 7% lower yesterday. I'm genuinely not sure why, but strange things do happen in small caps. Remember, you can engage with the management team on Unlock the Stock on Thursday if you register here>>>
Renergen has also been extremely topical lately, with the company finally releasing a proper response on SENS that deals with all the criticism on social media. It was enough to give the share price some support after it fell severely.
There are many things in Ghost Bites this morning, including a sharp jump in HEPS at Adcorp, a potential delisting of AEEI, Cashbuild reporting flat revenue year-on-year, Insimbi reporting earnings and major concerns in cash from operations, Octodec entering into leases with a related party, a positive surprise for the market from Raubex and ongoing property valuation pressures at Schroder European Real Estate.
Get everything you need in Ghost Bites here>>> |
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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.
Whilst every care is taken, we accept no responsibility or liability for any errors or omissions in any of our content.
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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