Posts Tagged: bidvest
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 (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 Wrap #56 (Purple Group | Spar | Pepkor | Bidvest | Attacq)
In this podcast, I covered a variety of sectors in the form of Purple Group, Spar, Pepkor, Bidvest and Attacq. It’s a tough market out there, but there’s always so much to learn!
Ghost Bites (ArcelorMittal | Attacq | Bidvest | Delta Property | Impala Platinum | Nampak | RH Bophelo | Stefanutti Stocks | Vodacom – Remgro fibre)
This was a day of mostly bad news, not least of all the tragedy at Impala Platinum. There are job losses at ArcelorMittal, disappointing numbers at Bidvest and shocking losses at Nampak.
Ghost Wrap #47 (Capital Appreciation vs. PBT Group | Mustek | Bidvest | Hyprop vs. Growthpoint | Astral Foods and Quantum Foods | Trellidor | Southern Sun vs. City Lodge)
This episode of Ghost Wrap features companies in the tech, property, industrials, food and hospitality industries. Get up to speed on local company news thanks to Mazars.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Bidvest | Hyprop | PPC | Southern Sun)
Bidvest is acquiring in Australia. Hyprop and PPC are taking strain in South African conditions, showing how broad the pressures are. Southern Sun is showing pricing power.
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.
Ghost Bites (African Rainbow Minerals | AVI | Bidvest | Brimstone | Cognition | MAS | Nampak | Naspers + Prosus | PPC | RCL Foods | Sea Harvest)
On a busy day of news, we saw everything from corporate activity at Naspers / Prosus through to results in the agriculture and food space from the likes of RCL Foods, AVI and Sea Harvest. You’ll also see numbers from companies ranging from Bidvest to MAS
Ghost Wrap #41 (Spur | Adcock Ingram | Bidvest | Bidcorp | NEPI Rockcastle | DRDGOLD | Harmony Gold | BHP | Sasol)
There’s a positive undertone to this episode, with decent results from Adcock Ingram and really strong numbers from Spur, Bidvest, Bidcorp and NEPI Rockcastle. The mining houses can’t say the same.
Ghost Bites (Aveng | BHP | Bidvest | Murray & Roberts | NEPI Rockcastle | Spur | WBHO | Wesizwe | Woolworths)
On a busy day of news, we saw construction come through strongly alongside property, industrials, retail and of course the joy of hamburgers and waffles.
