Sunday, April 27, 2025

DealMakers

PODCAST: Tariffs – Pause and effect

Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies.

GHOST BITES (Anglo American | Anglo American Platinum | Cashbuild | Gold Fields | Kumba Iron Ore | Supermarket Income REIT | Orion Minerals...

Anglo American, Anglo American Platinum and Kumba Iron Ore all released production updates. Further mining news came from Gold Fields and Orion Minerals. Cashbuild released a sales update. Zeder's financials show some pressure on Zaad's valuation. Supermarket Income REIT is seeding a joint venture.

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 and debt financing space?

Weekly summary of all M&A, financial and debt market activity from across Africa (excluding South Africa)

Logistical challenges and solutions in African e-commerce

The e-commerce is experiencing remarkable growth but logistics remain a significant barrier due to underdeveloped infrastructure and high operational costs.

GHOST BITES (4Sight | Afrimat | Barloworld | Capitec | Emira Property Fund | Quilter)

Capitec's results are exceptional. The PIC is accepting the Barloworld offer. Afrimat had a really tough year. Quilter's net inflows were good enough to offset market moves. 4Sight announced a solid deal. Emira needs a new CEO.

GHOST BITES (Aspen | Coronation | Oasis Crescent | Standard Bank | Tharisa | Texton)

Brace yourself for a terrible Wednesday for Aspen. Standard Bank achieved double-digit growth. Coronation's AUM went sideways this quarter. Oasis Crescent grew its distribution ahead of inflation. Look out for news from Tharisa and Texton as well.

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