Archive for Jun, 2022
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Ghost Bites Vol 39 (22)
The list of news was almost endless. PBT, Hudaco, Exxaro, Sibanye, Alviva, Sabvest, Datatec, Merafe, Pan African Resources, Lighthouse, Resilient and others featured.
Hudaco: operating leverage that works
Hudaco’s share price has comfortably beaten the market this year, as the group has grown revenue strongly and delivered margin expansion as well.
PBT: the little tech company that could
PBT Group offers local investors exposure to the exciting themes of big data and cloud computing, right here on the JSE.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Thorts: Merger control in South Africa after Burger King
It was hoped that the Tribunal would provide clarity and some guidance on how the competition authorities should pursue their public interest mandate
Hyprop: are masks the catalyst?
If the Eastern European portfolio is anything to go by, the end of masks in South Africa is bullish for retail property. It makes sense to me.
Ghost Bites Vol 38 (22)
It was a busy day for property, with updates from Emira, Hyprop and Safari, along with a nasty piece of news for Rebosis shareholders. Sasol, JSE, Argent and others also gave updates.
Emira: green shoots in office?
Emira holds a diversified portfolio of South African assets, along with retail assets in the US. There are some surprising numbers in here.