Monthly Archives: July, 2022
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
DealMakers
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
TreasuryONE
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
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.
Global
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...
Consumer and Retail
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.
Ghost Bites
Ghost Bites Vol 56 (22)
Tuesday was a frenzy of announcements, with major earnings updates from several retailers. We also saw trading updates from several mining houses. This was one of the busiest days I've seen on the JSE!
