Posts Tagged: AVI
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 (Brait | Bytes | Discovery | JSE | MC Mining | Merafe | OUTsurance | Sibanye-Stillwater | STADIO | Sun International | Thungela)
On a very busy day of company news, we saw numbers come in from Discovery, JSE, Merafe, OUTsurance, STADIO, Sun International and Thungela. There’s corporate activity at Brait, MC Mining and Sibanye-Stillwater.
Ghost Bites (African Rainbow Minerals | Capital & Regional | Capitec | Caxton | Fortress | MC Mining | Mondi | Mpact | Quantum Foods)
Caxton, Mondi and Mpact bring you updates from the world of paper and packaging. In property, we had Capital & Regional as well as Fortress. In mining, African Rainbow Minerals and MC Mining released updates. Also look out for Quantum Foods!
Ghost Bites (AfroCentric | Aspen | AVI | Bidvest | Hulamin | MAS | Merafe | Metrofile | Netcare | Raubex | RCL Foods)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Afrocentric is struggling to find growth (JSE: ACT) This isn’t an easy way to make money AfroCentric owns
Ghost Bites (AVI | Bowler Metcalf | Cashbuild | Clicks | Jubilee Metals | Karooooo | Woolworths)
AVI, Cashbuild, Clicks and Woolworths all gave us insights into the state of South African consumers and where they are spending money. Karooooo released important quarterly numbers.
Ghost Wrap #53 (Bell Equipment | MTN | AVI | Truworths | De Beers)
In this episode of Ghost Wrap, you need just a few minutes to get the latest on Bell Equipment, MTN, AVI, Truworths and De Beers.
Ghost Bites (Alexander Forbes – OUTsurance | Argent Industrial | AVI | De Beers (Anglo) | Investec | Lesaka Technologies | MiX Telematics)
Alexander Forbes is buying OUTvest. De Beers sales are plummeting. Look out for results from Argent Industrial, AVI and MiX Telematics, as well as upgraded earnings guidance from Investec.
Ghost Bites (Adcorp | enX | Glencore | MTN | OUTsurance)
Adcorp is facing margin pressure. enX thinks it can sell Eqstra within the next year. Glencore has affirmed production guidance for most of its commodities. MTN is really struggling in Nigeria. OUTsurance increased its stake in Australia.
Ghost Bites (Bytes | DRDGOLD | Grindrod Shipping | Life Healthcare | Sibanye-Stillwater | Super Group)
Bytes is growing so strongly. Life Healthcare has dubious economics. DRDGOLD’s operational update is interesting. Sibanye is in more trouble. The debt market loves Super Group.
Ghost Bites (Alphamin | Famous Brands | Sirius Real Estate | Transpaco)
Alphamin’s quarter-on-quarter numbers look better. Famous Brands is struggling. Sirius sounds upbeat. Transpaco is being mature with capital allocation.
Ghost Wrap #44 (Bowler Metcalf | City Lodge | Shoprite | The Foschini Group | Bidvest | AVI)
There’s a good spread of news in this update, including small caps and retail giants, with a sprinkling of diversified industrials for good measure.
