DealMakers
Dominique Olivier
How Sony fumbled the bag with Kpop Demon Hunters – and Netflix picked it up
Sony Pictures went into the summer of 2025 hungry for a blockbuster. What it got instead was a bruising reminder that timing, contracts, and a little bit of bad luck can rewrite the rules of Hollywood. This is the story of megahit KPop Demon Hunters and a tale of how different risk cultures at Sony and Netflix led to this outcome.
Ghost Bites
Ghost Bites (City Lodge | Discovery | FirstRand | Lesaka Technologies | Mantengu)
FirstRand remains an excellent business. The market didn't enjoy the Discovery numbers. City Lodge is showing signs of life. Lesaka Technologies is growing solidly. Mantengu announced a new acquisition.
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
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
DealMakers
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)
DealMakers
SA CEOs re-evaluate strategic plans and approach to investments
Complexities of today’s global landscape pose both significant risks and opportunities for CEOs investment and growth strategies.
DealMakers
How AI is revolutionising the M&A deal cycle
AI tools are designed to amplify human judgment, streamline decision-making, and unlock deeper strategic insights across every stage of a transaction.
Ghost Bites
Ghost Bites (Growthpoint | Metair | Old Mutual | Pan African Resources | Remgro)
Portfolio simplification at Growthpoint is a long slog. Old Mutual was boosted by short-term insurance. Pan African has given strong guidance. Metair is struggling, but surviving. Remgro released a trading statement.
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