The Finance Ghost
Ghost Bites
Ghost Bites (Equites Property Fund | KAL Group | Karooooo | NEPI Rockcastle | Reunert | Tharisa)
Equites Property Fund and NEPI Rockcastle are good reminders of the strength of REITs. KAL Group is one of the last "cheap" South African assets. Karooooo upset the market with its margins this year, but they are playing the long game. Reunert has been dragged down by its cables business. Tharisa's earnings have skyrocketed.
DealMakers
DealMakers AFRICA – Q1 2026 Analysis
Round up of M&A activity in Africa for Q1 2026 (excl. SA)
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).
Ghost Bites
Ghost Bites (Dipula Properties | Equites Property Fund | Nutun | Universal Partners)
Dipula Properties shows us that there's money to be in made in property in the northern provinces of our country. Equites Property Fund is bringing capital home from the UK and investing it here. Nutun is still in a loss-making position. Universal Partners has a hit-and-miss portfolio.
Ghost Bites
Ghost Bites (Bytes | Canal+ | MAS | MTN | Octodec | Prosus | Spear REIT)
The market has gone cold on Prosus. MTN is the beneficiary of much better macroeconomics in Africa. Canal+ is inward listing on the JSE in June, but will they find support? Bytes Technology has a lot of work to do. In property, MAS is looking to offload some malls, while Spear REIT showed us how profitable buy-and-flip can be. Octodec's interim growth needs to be considered carefully.
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