Friday, October 18, 2024

GHOST BITES (ArcelorMittal | 4Sight | Primary Health Properties | Quilter | Zeder)

ArcelorMittal dishes out a reality check. 4Sight, Primary Health Properties and Quilter gave financial updates to the market with encouraging signs. Zeder's Applethwaite disposal has been completed.

GHOST STORIES: The Investec Rand India Accelerator

The Investec Rand India Accelerator offers geared exposure to growth in the iShares MSCI India ETF over the 3.6-year term. The ETF tracks the large and midcap Indian market,...
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GHOST BITES (ArcelorMittal | 4Sight | Primary Health Properties | Quilter | Zeder)

ArcelorMittal dishes out a reality check. 4Sight, Primary Health Properties and Quilter gave financial updates to the market with encouraging signs. Zeder's Applethwaite disposal has been completed.

GHOST BITES (AngloGold | British American Tobacco | Bytes | Karooooo | Tsogo Sun – HCI)

AngloGold's acquisition of Centamin is making progress. Bytes and Karooooo are growing strongly. British American Tobacco is having an investor day. Tsogo buys a property from HCI.

 

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Ghost Wrap #81 (Nampak | Spar | Metair | Transaction Capital)

Nampak's heroics have saved the balance sheet. Spar's troubles in Switzerland look ominous. Metair needs the Turkey deal to go through quickly. Transaction Capital is focusing on Nutun going forward.

Ghost Wrap #80 (Sibanye-Stillwater | Truworths | Finbond | Barloworld)

In this episode of Ghost Wrap, I covered interesting recent news from Sibanye-Stillwater, Truworths, Finbond and Barloworld. Ghost Wrap is made possible by ForvisMazars.
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