Posts Tagged: African and Overseas Enterprises
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
Ghost Bites (Balwin | Burstone | CA Sales Holdings | Datatec | Metair | Momentum | Old Mutual | PPC | SA Corporate | Sasfin | Sirius)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Balwin is really struggling in this environment (JSE: BWN) Apartment sales have plummeted This isn’t a good time
Ghost Bites (Clientele | Dis-Chem | Mantengu | Sephaku)
Clientele is acquiring 1Life. Dis-Chem’s numbers need a careful read, but margin pressure is there. Mantengu takes the next step in the capital raise. Sephaku’s earnings are down.
Ghost Bites (AB InBev | Astral | BHP | Impala Platinum | Renergen | Sable Exploration and Mining | Sasfin | Woolworths)
On an exceptionally busy day of news, major updates came in from AB InBev, Astral Foods, Impala Platinum, Renergen, Sasfin and Woolworths.
Ghost Bites (Anglo American | Choppies | Ellies | Gold Fields | Impala Platinum | Kibo Energy | Renergen | Textainer)
Gold Fields was arguably the story of the day, with an important new deal in Canada. We also saw updates from Anglo and Implats in the mining sector, along with Textainer in shipping. Renergen released its annual report. Look out for Choppies, Ellies and Kibo as well.
Ghost Bites (Capitec | Hyprop | Kibo Energy | Netcare | Thungela)
Capitec’s valuation has finally taken a knock. Hyprop’s balance sheet is much better. Kibo is spinning off a dedicated renewables company. Netcare’s case mix is almost back to normal. Thungela has no interest in renewables. Motus explained themselves.
Ghost Bites Vol 44 (22)
Thursday was all about major corporate actions, including Remgro / Mediclinic, MultiChoice in French cross hairs, Bidvest buying an Australian business and more.
Ghost Bites Vol 39 (22)
The list of news was almost endless. PBT, Hudaco, Exxaro, Sibanye, Alviva, Sabvest, Datatec, Merafe, Pan African Resources, Lighthouse, Resilient and others featured.
