Archive for Jul, 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
Africa – the final frontier (part 2)
In part 2 of his series on Africa, Chris Gilmour shares his views on foreign direct investment and the risks being faced by the continent in its relationship with China.
Ghost Bites Vol 59 (22)
An action-packed day saw mainly earnings updates from the likes of Industrials REIT, EOH, Astoria, MTN Nigeria, Ellies and others. Glencore and MC Mining gave important production updates too.
Ghost Bites Vol 58 (22)
It was another huge day of news, ranging from Afrimat’s capital raise to numerous financial and operational updates from ArcelorMittal, Anglo American, Pepkor, The Foschini Group, Karooooo, MiX Telematics and more.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Rand rallies on stronger Euro but Fed could change that
TreasuryONE summarises the global context to the Fed’s decision to hike rates by 75 basis points.
Ghost Bites Vol 57 (22)
Afrimat is raising money and Transnet is (astonishingly) making money. Earnings updates came in from AECI, Gemfields, AVI and British American Tobacco.
The arbitrage advantage: low risk returns from Bitcoin
The words “crypto” and “volatility” are synonymous. As these assets aren’t supported by underlying cash flows or a widely accepted valuation methodology, they tend to trade based on sentiment. Sentiment is just a function of
Defensive stocks? Be careful.
People talk about “defensive stocks” as though they can withstand anything. When it comes to retailers and margin mix, I’m afraid that just isn’t true. Ask Walmart shareholders.