by The Finance Ghost
It's fast. It's fun. It's informative. Join The Finance Ghost for a weekly summary of the most interesting stories on the JSE.
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Publishing Since
8/24/2023
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March 19, 2025
Earnings season is drawing to a close and it feels like we've all earned a holiday. In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue? This podcast gives you great context to the year-to-date performance on the JSE. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
February 4, 2025
Listen to the podcast to get insights into the retail sector from the first few weeks of trading in 2025. In clothing, it's quite clear that Pepkor and Mr Price had stronger numbers than The Foschini Group and certainly Truworths, yet the baby has been thrown out with the bathwater in that sector. Woolworths is a hybrid model and this is reflected in the performance, with the food business looking far stronger than the rest of the group. In grocery, Boxer has been the most defensive stock thus far in 2025 and had a solid festive season. Shoprite put in a predictably strong performance as well vs. peers. There are signs of life at Pick n Pay, but it remains well below Shoprite. Spar hasn't delivered a trading update yet, so the focus there is on cleaning house and getting out of broken investments (like Poland). We save the best for last: Lewis. The latest numbers are highly impressive and when you consider the discretionary nature of the business, the share price resilience in 2025 has been especially promising. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
January 5, 2025
Listen to the podcast to get the details on these insights from December 2024: Is Italtile's share price a Christmas miracle? Bloisi's first acquisition at the helm of Prosus is a fascinating one in Latin America Renergen was the most interesting announcement in the dead week between Christmas and the new year, revealing yet another risk for the business Metair's selling price for the Turkish business has all but evaporated Bell's share price may prove to be a cautionary tale about greed, with regret surely kicking in for those who voted against the scheme at R53 per share The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
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