Ghost Wrap #1 (Purple | Northam | Sappi | Novus | AVI | Transaction Capital | MUR | EOH | Foschini | MultiChoice)
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Welcome to Ghost Wrap. It’s fast. It’s fun. It’s informative.
Ghost Wrap is your weekly summary of the most interesting and important stories on the JSE. This week, we cover:
- Sappi vs. Novus at opposite ends of the value chain
- AVI inching forward with margins under pressure
- Transaction Capital under pressure in SA Taxi, with the market also focusing on WeBuyCars
- Murray & Roberts selling the Aussie business and making some progress in infrastructure
- EOH needing to raise R500 million through a rights offer
- The Foschini Group being priced for perfection – a risk for any share price
- MultiChoice’s subscriber growth
- Purple Group’s latest HEPS guidance and the profitability of EasyEquities and GT247
- Northam Platinum shooting an Impala and making a play for Royal Bafokeng Platinum
The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.
Listen to the podcast below:
Add it to your playlist on Spotify. It will be available on Apple soon!
Comments (4)
Alta vd westhuizen
15 Nov 2022Great read. Well done
Alta vd westhuizen
15 Nov 2022Ghost wrap – Very insightful:-)
Peter
15 Nov 2022Great format, short , sweet and to the point. Thanks
Jack
15 Nov 2022This quick overview is easy to consume and insightful thanks Ghost