The Finance Ghost
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 (Astoria | Collins Property | Glencore | Jubilee Metals | Quilter | Sirius Real Estate)
Glencore needs a big second half. Sirius Real Estate has done more deals, as has Collins Property. Quilter's dividend has grown much faster than earnings. Jubilee Metals guides for a big 2026 in copper. Astoria's NAV took a significant knock from diamonds.
Financial Results
Nedbank Group Interim Results 2025
Nedbank has released group interim results with financial performance slightly ahead of guidance. Both HEPS and the interim dividend per share increased by 6%. Nedbank has placed their results here for the benefit of Ghost Mail readers.
Ghost Bites
Ghost Bites (JSE | Nedbank | Pick n Pay | Shoprite | Telkom)
Pick n Pay is showing positive momentum and Shoprite is doing extremely well, but is it slowing down? Nedbank needs SA growth to pick up. Telkom is a victim of high expectations. The JSE itself is growing earnings despite all the delistings.
Ghost Stories
Ghost Stories #70: A structured way to invest in China
With the launch of two new structured products that reference the Shanghai Shenzhen CSI 300 index, Investec has sculpted two payoff profiles that could appeal to investors of varying risk tolerances who are interested in gaining exposure to China. Brian McMillan and James Cook joined me to talk through the products.
Ghost Bites
Ghost Bites (FirstRand | Gold Fields | Impala Platinum | MAS | Mpact | MultiChoice | Weaver Fintech)
MAS shareholders have a Prime Kapital offer to chew on. Gold Fields' HEPS more than tripled, but Impala Platinum's earnings dropped. Mpact needs a big second half. Weaver Fintech is flying. FirstRand's share price overhang seems to be gone. MultiChoice is restructuring Phuthuma Nathi's stake.
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