Posts Tagged: Astoria
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 (ADvTECH | Ascendis | CA Sales | Capital Appreciation | Clientele | Fairvest | Gemfields | Merafe | MC Mining | MTN | Sasfin | Wesizwe Platinum)
ADvTECH, MTN and Clientele were major earnings releases, with deal news from Ascendis, CA Sales and Sasfin as well. Also look out for Capital Appreciation, Fairvest, Merafe, MC Mining and Wesizwe.
Ghost Bites (Absa | EPE Capital Partners | Lighthouse | Metair | Remgro | RFG Holdings)
Absa underperformed its peers in 2023. Investment holdcos EPE Capital Partners and Remgro both struggled. Metair is turning the corner. Pricing increases kept RFG Holdings in the green. Lighthouse is on the acquisition trail.
Ghost Bites (Renergen | Sasfin)
The Renergen rollercoaster continues, with the market overreacting to every announcement now. Sasfin continues to disappoint the market.
Ghost Bites (African Rainbow Capital | AfroCentric | FirstRand | Gemfields | Metair | Sibanye-Stillwater)
Things are starting to look better at ARC. AfroCentric suffered a big drop in earnings. FirstRand takes a cautious approach. Gemfields disappointed the market. Metair’s bad luck remains. Sibanye is retrenching in the gold operations.
Ghost Bites (Astoria | Curro | Investec | Gold Fields | JSE | MiX Telematics | OUTsurance | Workforce | 4Sight)
Look out for numbers from Astoria, Curro, Gold Fields, JSE, MiX Telematics, OUTsurance and Workforce. Investec has met regulatory requirements for the Rathbones deal.
Ghost Bites (Absa | Ninety One | Rebosis)
Absa has given a very important update for the interim period, reflecting a sharp jump in the credit loss ratio that has muted HEPS growth. Also look out for news from Ninety One and Rebosis.
Ghost Bites (Astral Foods | Aveng | Calgro M3 | CMH | MTN Uganda | Rebosis)
CMH released stellar results with fascinating segmentals. Calgro M3 gave the market a nice surprise, Aveng has banked the Trident disposal and Astral’s profitability has been crushed. MTN Uganda and Rebosis also released updates.
Ghost Bites (Anglo American | Amplats | Astoria | British American Tobacco | Hammerson | Kumba Iron Ore | Prosus | Quilter | Sibanye-Stillwater | Steinhoff)
Aside from another busy day of mining production updates from the Anglo stable, we saw numbers from Astoria, Hammerson and Quilter, We also had corporate activity at Prosus and Sibanye, as well as Steinhoff. British American Tobacco has a large fine to pay.
Unlock the Stock: Astoria
Astoria joined Unlock the Stock for the first time, giving investors insight into the portfolio that offers diverse exposure to a range of sectors.
Ghost Bites (Absa | Advanced Health | Bell Equipment | Capital Appreciation | Kore Potash | OUTsurance | Renergen | Tongaat Hulett)
On an intensely busy Friday of JSE news, there was everything from a new B-BBEE deal at Absa through to earnings news from Bell, Caprec and Kore Potash. OUTsurance and Advanced Health are doing deals in Australia. Renergen and Tongaat also released updates.
