Ghost Bites
Ghost Bites (Brimstone | Mpact | Nedbank | Sea Harvest | Shoprite)
There's not much fire at Brimstone. Mpact is making money and investing in SA. Nedbank made the most of 2022, but what of 2023? Sea Harvest shareholders feel salty. Load shedding is hammering Shoprite.
Ghost Bites
Ghost Bites (African Rainbow Minerals | AVI | Bidvest | Hulamin | Jasco | MAS | Metrofile | Nampak | RCL Foods | STADIO...
African Rainbow Minerals does well on manganese and coal. AVI and Metrofile earnings go sideways. Bidvest, Hulamin and Trellidor all rallied after updates. There's a firm offer for Jasco. Uncertainty at Nampak, caution at RCL Foods and slower growth at STADIO.
Ghost Bites
Ghost Bites (African Media Entertainment | Brait | MTN | Premier Fishing and Brands | Sun International)
AME's share repurchases are significant. Brait's IPO of Premier could be back on the table. MTN subsidiaries are reporting. There's a firm offer for Premier Fishing. Sun International is shining.
Ghost Bites
Ghost Bites (AB InBev | Capital & Regional | Curro | FirstRand | Grindrod | Impala Platinum | MultiChoice | Nedbank | Prosus |...
Banking results can vary wildly, as you'll discover in Ghost Bites. Other major releases include results from Curro and a major strategic announcement from MultiChoice.
Ghost Bites
Ghost Bites (AECI | Aspen | Brikor | Capital & Counties | Cashbuild | Caxton & CTP | Cognition | Harmony | Investec Property...
This was a monumental day of updates on the JSE, with 13 updates worthy of mini-features and several more that deserved a mention. This is the only place to get everything with one click.
Ghost Bites
Ghost Bites (Altron | Equites | Kaap Agri | NEPI Rockcastle | Oceana Group | Sibanye-Stillwater | WBHO)
Altron Document Solutions needs a new buyer. Equites updates the market on key areas. Kaap Agri is mopping up odd-lots. NEPI's dividend election is here. Oceana has been a great catch. Sibanye's year to forget. WBHO is profitable again.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Choppies | Clientele | Hulamin | Liberty Two Degrees | Murray & Roberts)
Accelerate Property Fund raised R50m. Choppies has choppy margins. Clientele offers a juicy yield and growth. Hulamin is all about normalised earnings. Liberty Two Degrees looks expensive to me. Murray & Roberts fires a warning shot.
Ghost Bites
Ghost Bites (AECI | BHP | Buka | City Lodge | Libstar | Old Mutual | Royal Bafokeng Platinum | Spur | Steinhoff)
Amongst a few important earnings updates, the details in the City Lodge earnings are important to read. Also look out for pricing power insights in Libstar and a drop in HEPS at Royal Bafokeng. Also, Spur is trading strongly!
