Good morning Voornaam,
Happy Wednesday!
I hope you are managing your emotions around the Proteas. I can feel myself being emotionally sucked into this Cricket World Cup, with significant PTSD based on the infamous bat-dropping incident that was a blemish on my childhood.
Speaking of PTSD, Famous Brands pointed out in its earnings that South Africa had a poor potato harvest this year. I can deal with a lot of things in this world, but I'm not emotionally strong enough to cope with a chips shortage. Perhaps we can swap rugby coaches for potatos with Ireland?
There's a huge amount of company news in Ghost Bites this morning, so be sure to read it here. I would also like to highlight the latest article from Satrix, dealing with the reasons why ETFs are (deservedly) so popular.
Enjoy your day!
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Lesaka Technologies joined the Unlock the Stock platform for the first time to talk about the recent financial performance and the strategy. You can watch the recording here, thanks to our partner A2X. |
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In this brand new episode of Magic Markets, we welcomed Garth Mackenzie to the show to talk about the art of trading.
Thanks to B2IT, you can learn about trading in bull vs. bear markets and the different types of traders in the market.
Garth has a wealth of experience in this space and as a podcast host himself, it was guaranteed to be an enjoyable discussion. No wonder it went on for longer than usual! |
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NEW: The ETF revolution - views from Satrix |
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Kingsley Williams of Satrix gives us nine reasons why the boom in ETFs makes sense.
In my opinion, every investor should be using ETFs in a portfolio. This is why I'm always grateful to Satrix for their insights in Ghost Mail. |
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Ghost Wrap podcast
(PSG Financial Services | MiX Telematics | Karooooo | CMH | African Bank - Sasfin | Cashbuild | Calgro M3) |
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| | The latest Ghost Wrap podcast brings you company news and my opinions on a variety of local companies. It's a whirlwind, delivered at a rate of less than one minute per company! Ghost Wrap is brought to you by Mazars. |
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With 100 Magic Markets Premium reports and podcasts now in the library, there are so many themes and insights to consider. Here's just a taste of what we cover, using Swatch, TripAdvisor and Deere & Co as examples. |
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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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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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| | There have been winners on the local market, if you know where to look. The question is whether those winners can keep winning. I covered Spur, The Foschini Group and CA Sales Holdings in this piece for EasyEquities. |
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TreasuryONE Market Update PMI data out of the Eurozone has confirmed that things are not lekker on that side of the pond. Sadly, the resultant strength of the dollar also hit the rand, moving to R19.14 before heading back to roughly R19.00. The Core PCE number on Friday is another data point to watch for rand movement.
Although Gold was pushing the $2,000 per ounce level just a few days ago, some geopolitical tensions have diminished and gold is now at $1,970. Brent Crude is trading below $88 per barrel. Before we get too excited, it's important to remember that the wrong headlines from the Middle East can easily set prices running again.
TreasuryONE has released a new weekly market review. The video is embedded below, or you can watch it on YouTube here>>> |
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| | Get the latest on Anglo American, Amplats, Famous Brands, Kumba, Oasis, Primary Health Properties, RMB Holdings, Santova and Spear REIT. It's all available with a single click in Ghost Bites. |
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Cycles. Cycles everywhere. If you're going to invest in industries like mining or shipping, then you need to prepare yourself for a wild ride.
Exhibit A: the rand PGM price at Anglo American Platinum: |
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Exhibit B: the Santova share price over the past year: |
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Cycles are astonishing things. Supply and demand imbalances can drive huge moves in the market, with the correction usually being just as severe as the initial move.
To learn about Anglo American Platinum, Santova and so much more this morning (including Famous Brands and my concerns about chips), read Ghost Bites at this link. |
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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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