Tag:
jse
Featured
CNBC Africa interview: can the 2025 momentum filter into JSE mid-caps?
In this interview that took place on 13th January with CNBC Africa, I spoke through the pockets of performance on the JSE in the past 12 months and some of the areas that were left behind. Investing is always forward-looking, so it really comes down to one big question: can the JSE's momentum in 2025 filter down into JSE mid-caps? And what should investors look out for?
DealMakers
Control AltX delete? Is there still a place for the JSE’s Growth Board?
AltX’s role as a growth platform could be strengthened by focusing on seven areas.
DealMakers
South Africa’s equity capital markets – in terminal decline or turning a corner?
Since the beginning of 2018, SA has had six of the seven quietest years of equity issuance in the last twenty years.
Ghost Bites
Ghost Bites (Exemplar REITail | Octodec | Omnia | PPC | Raubex | Shoprite | Sibanye-Stillwater | Telkom | Tiger Brands | Vodacom)
In the grocery sector, we saw Shoprite with a quarterly update and Tiger Brands with a bullish narrative. In telcos, Vodacom had a great period and Telkom has built on the success of last year. Look out for Exemplar REITail and Octodec in property, along with Omnia, PPC and Raubex from the "real" economy. Finally, Sibanye settled with Appian.
Ghost Stories
Ghost Stories #79: Fintech meets frontier markets – now on the JSE
Optasia is listing on the JSE, which means that South African investors will have the opportunity to invest in this exciting fintech business. With a proprietary platform and extensive relationships across numerous emerging and frontier markets, Optasia builds bridges between financial institutions and traditionally unbanked consumers seeking airtime credit and microfinance solutions. To explain how the business works, Salvador Anglada (CEO, Optasia) joined me for this detailed discussion.
Ghost Bites
Ghost Bites (Deneb | Discovery | Equites Property Fund | Hammerson | Pick n Pay)
Pick n Pay might be improving, but they are still loss-making. Discovery has lofty medium-term targets. Equites Property Fund remains bullish on SA vs. UK. Hammerson is enjoying strong support in the debt markets. Deneb is acquiring 80% in Dawning Filters.
Ghost Bites
Ghost Bites (JSE | Nedbank | Pick n Pay | Shoprite | Telkom)
Pick n Pay is showing positive momentum and Shoprite is doing extremely well, but is it slowing down? Nedbank needs SA growth to pick up. Telkom is a victim of high expectations. The JSE itself is growing earnings despite all the delistings.
DealMakers
A transformative year for South Africa’s corporate law regime
Over the past year, a wave of legislative reform has begun to reshape the legal landscape in which businesses operate.
