Saturday, December 14, 2024

CNBC Africa interview: retail stocks

I recently joined CNBC Africa host Tania Habimana for a discussion on the local retailers and whether I would own any of them in this environment.

The resilience of SA retailers

Is South Africa really an emerging market? Our electricity supply certainly suggests so. But if you dig into our retail industry, you'll find world-class resilience. Chris Gilmour explains.

The delisting date for Massmart is confirmed

With all conditions now met, Massmart and Walmart will proceed with implementation of the scheme. The real work starts now to improve the business.

Massmart shareholders say yes to Walmart

Shareholders are advised that at the General Meeting held today, Friday, 21 October 2022, convened to consider and approve the Scheme Resolution and the Delisting Resolution, all of the resolutions tabled were approved by the requisite majority of Massmart Shareholders present or represented by proxy and entitled to vote thereon.

Unlock the Stock: CA Sales Holdings

JSE newbie CA Sales Holdings used the Unlock the Stock platform to share an ambitious growth strategy in the FMCG sector. Remember this name - you'll be seeing it often I think!

Walmart gets firm on Massmart

Nobody can accuse Walmart of leaving the market in suspense. After tongues were set wagging by news of a potential offer, the American retail...

Potential offer by Walmart to acquire all outstanding shares in Massmart

Walmart is considering a potential offer of R62 per share for the remaining shares in Massmart, which would see the company turnaround strategy executed away from the public eye.

Ghost Global (Bed Bath & Beyond | Cineworld | AMC Entertainment)

It was Ghost Grad Sinawo Bikitsha's turn to write Ghost Global and she just couldn't resist the meme stock phenomenon. The Reddit traders are back with a vengeance.

South African grocery market share

Chris Gilmour explains why grocery market share data in South Africa is complicated. The informal sector is significant and StatsSA reporting doesn't necessarily tie up with categories that listed companies play in.

Ghost Global (Disney | Rivian | Unity | Coinbase)

Ghost Grad Karel Zowitsky decided to focus on Disney, Rivian, Unity and Coinbase this week. Just the chart of Coinbase vs. bitcoin makes it worth a read!

Ghost Global (Berkshire Hathaway | Tesla | Beyond Meat | Alibaba | Amazon)

Ghost Grad Jordan Theron brings you Ghost Global this week, with a variety of stories including Berkshire Hathaway's $53 billion loss in the value of its investments and Amazon's $1.7 billion acquisition of iRobot, the autonomous vacuum cleaner company.
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