Ghost Wrap - Earnings season brings out the bulls and the bears
With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted.
The winner over this period is clear: PGMs. The winds of change aren't just blowing in that space, they are positively gusting! There have been other positive standout performances, like Caxton and CTP Publishers and Printers, as well as Purple Group.
On the negative side, a couple of insurance names have had a tough month (like Discovery and Santam), while Sun International continues to struggle with casino demand. There's been plenty of volatility in the local market, but these moves were particularly interesting to me.
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.
Remember, nothing you hear on this podcast is investment advice, nor does it reflect the views of Forvis Mazars in South Africa. Always speak to your financial advisor.
25 Jun 2025
Ghost Wrap - The JSE Winners' Club in 2025
The host unpacks the top-performing stocks on the Johannesburg Stock Exchange in mid-2025, highlighting the influence of gold, platinum, and telecommunications, while also noting individual success stories like Naspers and OUTsurance.
5 May 2025
Ghost Wrap - April's droppers and whoppers
There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop?
This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends.
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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Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
1 ratings
Spotify
5.0 / 5
36 ratings
Podcast Authority Score: 32 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
30
Social presence
0
YouTube
0
Engagement
85
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