FinancialMail

With a supporting slide deck featuring more than 120 images, Standard Bank delivered a capital markets day in March that gave investors plenty of information on its strategy. financialmail.businessday.co.za/investors-mont… #InvestorsMonthly

Can the billions spent on distressed companies in business rescue be justified? SAA, the Post Office, Tongaat Hulett — all have been kept artificially alive without much quality of life or prospects of a better future in a recognisable form. financialmail.businessday.co.za/opinion/2026-0…

Like the ebb and flow of ocean currents, fishing companies are inherently cyclical. Though there are several layers to that, the key driver is catch rates — the volume of fish caught per unit of effort. Read more in our cover story - Going Fishing: financialmail.businessday.co.za/features/2026-…

Long-term shareholders in investment holding company Sabvest Capital (Sabcap), managed by businessman and entrepreneur Chris Seabrooke, will be pleased with the performance metrics of the R6.5bn fund. financialmail.businessday.co.za/investors-mont… #InvestorsMonthly

"Another day, another set of headlines about the absolute bloodbath in technology stocks. At the time of writing, the latest news is about Claude Mythos, Anthropic’s new AI model..." financialmail.businessday.co.za/investors-mont… #InvestorsMonthly

“...the tourist part of Las Vegas is much more interesting in real life. The architecture alone is fascinating, enormously expensive yet still gimcrack, with expressions of global influences reduced to a kind of massive concrete merchandising.” financialmail.businessday.co.za/features/2026-…

WARWICK LUCAS: New thinking from the old China US assets and policy uncertainty are post-exceptionalism. So where to invest now? My previous notes were pro-emerging markets ex-China. financialmail.businessday.co.za/investors-mont… #InvestorsMonthly

There has been a smattering of action in the JSE’s food sector, the most notable being the surprise swoop by Premier Foods on RFG and the for sale sign being put up — and then promptly taken down again — at Libstar. financialmail.businessday.co.za/investors-mont… #InvestorsMonthly

"Recent market volatility — until the ceasefire in the US war against Iran — made the JSE shift to a historic peak at the end of February, then slump by 14% to its lowest point..." financialmail.businessday.co.za/investors-mont… #InvestorsMonthly

Another new 52-week high for electrical engineering, ICT and defense stock $JSERLO Reunert H1 results (H1 2025 was a low base) are due Monday May 25th with the market awaiting an update from new CEO Antonie de Beer #RLO selected in @smalltalkdaily Top Stocks of 2026 and total return YTD +16.93% I had a company update on #RLO in the recent issue of @FinancialMail Pick of the Month

Great piece about ASP Isotopes in @FinancialMail.

Some of the worlds greatest change makers had no title. Passion moves mountains! Thank you @FinancialMail for a humbling article.

There are few better barometers of a company’s health than the way it responds to a very public mistake. Does it ’fess up, and fix it quickly? Or does it shrug off the public outcry with an offhand response that people will sommer get used to it? financialmail.businessday.co.za/opinion/2026-0…

For a Joburger, Dereleen James feels at home in Mitchells Plain on the Cape Flats. That’s because the ActionSA MP hails from Eldorado Park, a Gauteng community where drug abuse and gang violence are also entrenched. Read more here: financialmail.businessday.co.za/news-and-fox/2…

#SouthAfrica gets the cruise party started: The country had a record-breaking cruise season from November 2025 to May 2026, with Cape Town stealing the spotlight amid the splash of huge liners docking regularly. Read more: financialmail.businessday.co.za/news-and-fox/2…

BROKERS’ NOTES: Buy Shoprite, sell Vodacom The telecommunications sector continues to face structural headwinds, including low revenue growth, intensifying competition and the need for sustained capital investment in network infrastructure. Read more: financialmail.businessday.co.za/your-money/202…

The latest industry data suggests that would‑be homeowners are putting buying decisions on hold as increases in fuel and food prices, plus a pause in interest rate cuts, prompt consumers to tighten their belts. financialmail.businessday.co.za/news-and-fox/2…

Specialist retailer Clicks is trading at 52-week lows in the aftermath of results. Over three years, the share price has returned just 4.7% — and that’s overall, not per year. By @FinanceGhost. Read more here: financialmail.businessday.co.za/investing/2026…

Anyone who loves wine knows this is the company (tellenbosch Farmers’ Winery) that gave us Chateau Libertas, Tassenberg, Nederburg, Zonnebloem and Lieberstein, among so many others. financialmail.businessday.co.za/life/2026-04-3…

Shoes. What are they good for? Absolutely nothing. Well, maybe for getting across Goa’s baking beaches without frying the soles of your feet. Read more in our Life section here: financialmail.businessday.co.za/life/2026-04-3…