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Good Morning Hlalanathi,

Stand a chance to win an R8,000 Takealot voucher by answering this survey>>>


GHOST BITES:

 * Capital & Counties brings news from London's West End: property valuations
   are down
 * MTN Ghana is another solid result for an African MTN subsidiary
 * Octodec's share price jumped 9.3% after releasing strong results, yet it
   remains at a very high yield
 * Santova reported another great set of numbers and has given an update on the
   shipping market
 * Sasol raised $750 million in convertible bonds at a price of 4.5% per annum
 * Textainer banked another good quarter but has indicated that demand for new
   containers has fallen

In addition to these juicy stories, I covered the news of a s189 process in
Sibanye's gold operations, Naspers and Prosus responding to press speculation, a
mass exodus of the board at Rebosis and many other stories. Get all the good
stuff in Ghost Bites this morning>>>


ACCENTURE, FERRARI AND SYSCO

Garth Mackenzie is a very well-known name in local trading circles. He used to
host a popular TV show about trading, helping many along the way in the markets.
Garth is now based in the UK and one of his ventures is a great podcast called
Talking with Traders. I've had the joy of being invited to the show in each of
the past three seasons.

In my latest appearance, Garth asked me to discuss the investment thesis for
Accenture, Ferrari and Sysco. He is an enthusiastic Magic Markets Premium
subscriber and has called it a "no brainer" to subscribe on several occasions.
Our work on these three companies caught his eye and we used Garth's podcast to
unpack the businesses in more detail.

If you've ever wanted a taste of the quality of the work that I do with Mohammed
Nalla in Magic Markets Premium, this is your chance. Listen to Talking with
Traders here>>>


CHOPPY MARKETS AHEAD OF THE FOMC

In the build-up to the FOMC rate announcement tomorrow evening, TreasuryONE
notes that the rand traded strongly until the better-than-expected PMI data
reversed those gains. The rand made it to R18.07 to the dollar until that PMI
announcement took our currency back up to R18.25.

The commodity sector had a far better day after a poor start to the week based
on disappointing Chinese data. Key metals are still off their recent highs.

Naturally, all eyes in the market will be on the Fed's rate decision.


GET UP TO SPEED ON THE UK

Curious about the dealmaking environment on the ground in the UK? We have just
the podcast for you!

Richard Asherson of Westbrooke Alternative Asset Management joined us on Magic
Markets to talk about the impact of macroeconomic conditions on deal pricing and
structures. If you're serious about upskilling your corporate finance, private
equity or dealmaking knowledge, then make sure you don't miss this podcast>>>

Have a great Wednesday!






GHOST BITES (CAPITAL & COUNTIES | MTN | OCTODEC | SANTOVA | SASOL | TEXTAINER)

Capital & Counties brings news from the West End. MTN Ghana adds to the party.
Octodec's share price jumped after results. Santova reported a great set of
numbers. Sasol raises $750m in convertible bonds. Textainer is still doing well.

Read more



 


TALKING WITH TRADERS GUEST APPEARANCE

In a guest appearance on Talking with Traders, Garth Mackenzie asked me to
discuss the investment case for Accenture, Ferrari and Sysco. He is a passionate
Magic Markets Premium subscriber and enjoyed our research on these stocks in
particular.

Listen Now

 




MAGIC MARKETS EP99: WHAT'S HAPPENING IN THE UK?

The UK has been so topical lately. Thanks to Richard Asherson from Westbrooke,
we can bring you insights from ground-level dealmaking in that market.

Listen Now

 



 

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is an authorized financial services provider (FSP no.2225880) and a registered
credit provider (NCRCP12294).

EasyProperties is a juristic representative of the First World Trader (PTY) Ltd
t/a EasyEquities which is an authorised financial services provider (FSP) number
22588.

EasyEquities does not act as an FSP when allowing you to buy and sell the EC10
bundle as well as any other cryptocurrencies.
 

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