Friday, October 11, 2024

Ghost Bites (Ethos | Hyprop | Invicta | Jubilee | Kore Potash | Orion Minerals | PBT Group | PPC | Prosus – Naspers...

eCommerce is profitable at Naspers and Prosus. Ethos is unbundling Brait. Look out for numbers at Hyprop, Invicta, PBT Group, PPC and RCL Foods, as well as corporate news at Jubilee, Kore Potash and Orion Minerals.

Ghost Bites (Coronation | Insimbi | Motus | Remgro – Mediclinic | Spear | Vunani)

Coronation won the tax fight. Motus gave a strategy update. Insimbi is disposing of two businesses. Mediclinic is trading sideways. Spear REIT is selling a property. Vunani's profits fell sharply.

Ghost Bites (Coronation | Grindrod Shipping | Harmony | Sirius Real Estate | Sasol | Standard Bank)

Standard Bank and Harmony released important financial updates. Sasol may be getting a windfall. The Coronation tax case ruling is imminent. There's deal news at Grindrod Shipping and Sirius.

Ghost Bites (Ascendis | Brait | Fortress | Gemfields | Libstar | Safari Investments | Schroder European Real Estate | STADIO | Zeder)

Aside from property updates from Fortress, Safari and Schroder, we saw the TRP ruling on Ascendis, progress on the debt restructure at Brait, a deal at Zeder and numbers at Libstar and STADIO.

Ghost Bites (MultiChoice – Sanlam | Sephaku | Southern Palladium | Stor-Age | Telkom | Thungela)

MultiChoice and Sanlam have done an interesting insurance deal. Look out for numbers from Sephaku, Stor-Age, Telkom and Thungela, along with drilling results from Southern Palladium.

Ghost Bites (Novus)

Nous was the news of the day, releasing results that show the extent of the evolution of the group.

Ghost Bites (enX | Gold Fields | Mr Price | Novus)

Mr Price lacks clear strategic direction. Gold Fields is being hurt by the weather. enX announced a special distribution. Novus updated its earnings range.

Ghost Bites (Motus | MultiChoice | PPC | Spar | Telkom | Vunani)

Motus, MultiChoice, Spar and Vunani all put out numbers that have gone the wrong way. Thank goodness for PPC and Telkom who had a happier story to tell.
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