Tuesday, September 2, 2025

Sea Harvest interim results: geared for success

Sea Harvest's interim results for the six months to June 2025 represent a pleasing turnaround in the company's performance, with revenue up 34% and HEPS increasing by 91%.

CA&S interim results: stronger earnings, capacity building and expansion

CA Sales Holdings posted resilient interim results and expanded into East Africa with the Tradco stake. The company is following an approach of targeted strategic investment to secure its long-term success.
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Ghost Bites (Bell Equipment | Bidvest | Blue Label | Brimstone | CA Sales | RCL Foods | Santam | Sea Harvest | Sun...

CA Sales, RCL Foods, Santam and Sea Harvest all released solid numbers. Bidvest, Bell Equipment and Brimstone are struggling to various degrees. Sun International posted a resilient set of numbers. Blue Label has given more details on the Cell C restructure.

Ghost Bites (MAS | Northam Platinum | Super Group)

MAS put out strong numbers, with the market hoping for a return to dividends as soon as possible. Northam Platinum's costs are running far too hot. Super Group's continuing operations are down, but not by much.

 

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GHOST WRAP – The JSE Winners’ Club in 2025

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?

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. Ghost Wrap is brought to you by Forvis Mazars.
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