Ghost Bites
Ghost Bites (Altron | Gold Fields | ISA Holdings | Naspers – Prosus | Newpark | Richemont | Sirius Real Estate | Trematon)
Richemont released numbers and announced a new CEO, with Naspers - Prosus also announcing a new CEO. Updates came in from Altron, Gold Fields, ISA Holdings, Newpark, Sirius Real Estate and Trematon.
Ghost Bites
Ghost Bites (Afrimat | Barloworld | Karooooo | Nampak | Sanlam | Southern Sun)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Afrimat marches on (JSE: AFT)
Construction Materials and Bulk...
Ghost Bites
Ghost Bites (Coronation | Brimstone – Sea Harvest | enX | NEPI Rockcastle | Santova | Stefanutti Stocks | Universal Partners)
Coronation's earnings trajectory is a concern. NEPI Rockcastle is flying and enX is doing pretty well too. Santova is catching the wrong end of the cycle.
Ghost Bites
Ghost Bites (Accelerate | Anglo American | BHP | Delta | Dipula | Equites | MTN | Octodec | Santam | South32 | Transaction...
Anglo American has come out with its own demerger plan, while BHP continues to push for its deal. Property news came in from Accelerate, Delta, Dipula, Equites and Octodec. MTN released a tough set of numbers. Look out for Santam, South32 and Transaction Capital as well.
Ghost Bites
Ghost Bites (BHP – Anglo American | Calgro M3 | Insimbi | Mantengu Mining | Raubex | Stor-Age | Vodacom | WeBuyCars)
BHP's sweetened deal for Anglo was rejected again by the board. Numbers came in from Calgro M3, Raubex, Vodacom and WeBuyCars. Look out for news from Insimbi, Mantengu Mining and Stor-Age as well.
Ghost Bites
Ghost Bites (AngloGold | DRDGOLD | Novus | Sibanye-Stillwater | Trematon)
Gold updates came in from AngloGold and DRDGOLD, with Sibanye releasing a set of very disappointing numbers in the mining sector. Novus announced an acquisition and Trematon released a trading statement.
Ghost Bites
Ghost Bites (enX | KAL | Lesaka | MTN | Pan African Resources | RFG | Sappi)
Lesaka is scaling. Pan African Resources loves higher gold prices. enX, KAL, RFG and Sappi all released numbers, as did MTN Uganda.
Ghost Bites
Ghost Bites (AB InBev | Lesaka | MTN | Renergen)
AB InBev achieved margin growth despite volumes being lower. Lesaka has made a large acquisition. MTN Rwanda's EBITDA heads the wrong way. Renergen released financials.
