Friday, March 27, 2026

The Finance Ghost

CA&S increases dividend as regional expansion supports earnings growth

Market conditions have increased the importance of specialised route-to-market platforms - companies that provide the infrastructure needed to connect brands with retailers across multiple markets. One such company is CA&S Group. The company brings you their FY25 financial results in this piece.

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).

Small stakes, big regulatory risk

The Guidelines aim to clarify when minority shareholder protections may give rise to material influence over a firm.

The 2026 reawakening: Why sub-Saharan Africa M&A is primed for significant growth

Underpinned by improving macro factors and the resilient performance of equity markets cautious optimism may finally translate into positive execution.

Ghost Bites (Choppies | Grand Parade | Heriot REIT | Kore Potash | Remgro)

Remgro has plenty of cash, but will they ramp up their repurchases? Heriot REIT is growing very quickly for a property fund. Choppies and Grand Parade are both dealing with difficult markets. Kore Potash has several lines in the water, but they will need cash soon.

Ghost Stories #98: Fixed income investing – how to move beyond cash in a balanced portfolio

In this episode of Ghost Stories, we get stuck into the world of fixed income - a space that retail investors often overlook in favour of equities. Yusuf Wadee of Satrix concurs with The Finance Ghost's cricket analogy: fixed income returns act as the singles that keep the scoreboard ticking over. But that doesn't mean that investors should default to low-yield cash accounts. Veteran fixed-income portfolio manager James Turp from Ninety One explains how his funds aim to optimise returns in the sweet spot between cash and bonds. And now, with the launch of the Satrix Income Actively Managed ETF (AMETF), investors have an easy way to access this expertise.

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