Posts Tagged: Bell Equipment
Murray & Roberts swings back to profitability
Murray & Roberts has released its results for the six months ended December 2021. The market seemed to enjoy them, as the share price closed more than 3% higher. The order book of R61.1 billion
Sibanye-Stillwater: huge profits, but risks have emerged
Sibanye isn’t a company for investors with weak stomachs. Moves of over 4% in a single day are common. Of course, the longer-term story is what really matters. Timing is everything in mining stocks. Here’s
Virgin Active gets Real (Foods)
Virgin Active has had an incredibly tough time during the pandemic. Even when the gyms were allowed to reopen, I wasn’t convinced that people would rush back for the experience of wearing a mask while
The Foschini Group dials-a-bed
The Foschini Group is making a significant acquisition in South Africa, which is always great to see
Mpact packs a punch
Mpact is a solid JSE mid-cap that just gets on with it. The management team has been there for a long time and they’ve had to deal with all the usual challenges of operating in our beautiful country.
Massmart can’t stop the bleeding
Massmart has been releasing ugly announcements for so long that I’ve run out of puns
AVI faces a tricky year ahead
Consumer goods specialist AVI has released results for the six months to December 2021
Sibanye: unions striking while the cycle is hot
Just when you thought the mining industry was finally looking attractive, the unions have gotten involved.
Shoprite: priced for perfection and delivering it
Shoprite has released results for the 26 weeks to 2nd January 2022.
Royal Bafokeng Platinum: record production when it counted
oyal Bafokeng Platinum (RB Plats) has released annual results for the year ended December 2021. This has been a wonderful period for the platinum group metal (PGM) players, who deserved a break after years of pain.
Ghost Bites (Adcorp | AEEI | Calgro | Cashbuild | Insimbi | Octodec | Raubex | Renergen | Schroder European Real Estate)
Adcorp, Calgro, Cashbuild, Insimbi and Raubex all gave earnings updates. Renergen responded to critics. AEEI could be going private.
Ghost Wrap #45 (Bell Equipment | Transaction Capital | Capitec | Caxton & CTP | City Lodge | Sun International)
Bell Equipment released strong results and Transaction Capital certainly didn’t. Capitec found some love in the market. Caxton & CTP is a tale of two segments. Hospitality duo City Lodge and Sun International released numbers. Get it all in under 6 minutes in Ghost Wrap.
Ghost Bites (Bell Equipment | City Lodge | Metrofile | Sun International | Transaction Capital | Transpaco)
There’s more drama at Transaction Capital. On a busy day for hospitality stocks, City Lodge and Sun International reported numbers. Bell Equipment and Metrofile also released results. Transpaco is buying back a big chunk of shares.
Ghost Bites (Bell Equipment | Brikor | British American Tobacco | Delta Property | Merafe – Glencore | Sanlam | Transaction Capital | Trellidor)
Bell Equipment thrilled the market with an earnings update. There’s M&A underway at Brikor and British American Tobacco. Delta Property is keeping its head above water. Sanlam released results. Merafe is growing the JV with Glencore. Transaction Capital bought time.
Ghost Wrap #33 (Bell Equipment | Invicta | Tharisa | Sasol | RMB Holdings | Accelerate Property Fund | Bytes Technology | Absa)
There was important news from various industrial players like Bell, Invicta and Sasol. Absa gave an important outlook on banking. Also look out for updates from Tharisa, RMB Holdings, Accelerate Property Fund and Bytes.
Ghost Bites (Accelerate Property Fund | Bell Equipment | Bytes | Hulamin | Kibo Energy | Naspers + Prosus | Sasol | Sebata | Tharisa)
Finally, a busy day on the JSE. Bell released great numbers and Bytes gave a solid update from the AGM. Tharisa is happy to be diversified. Sasol has an emissions problem. Accelerate’s dividend is gone. And of course, Prosus doing Prosus things.
Ghost Bites (Bell Equipment | Invicta | Mondi | RMB Holdings | Southern Palladium | Vukile Property Fund)
A surprise resignation by the Bell CEO at one end of the industrials sector and an acquisition by Invicta in Singapore at the other. Mondi is also buying an asset. RMB Holdings, Southern Palladium and Vukile also feature.
Ghost Wrap #18 (Absa | RCL Foods | Metair | York Timber | Nampak | EOH | Bell Equipment | Barloworld)
In this week’s Ghost Wrap, a number of marginal companies on the JSE are in the spotlight. There’s also deal activity at Absa and RCL Foods, along with results from Bell Equipment and Barloworld.
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.
Ghost Wrap #17 (Remgro | Steinhoff | York Timber | RFG Holdings | CA Sales Holdings | Master Drilling | Bell Equipment | Gemfields | Astoria)
In this week’s Ghost Wrap, we deal with investment holding companies, FMCG, mining services, mining and primary agriculture companies. Brought to you by Mazars, this is your whirlwind summary of JSE news.
