Thursday, July 3, 2025
Tag:

Blue Label Telecoms

Ghost Bites (Bytes Technology | Castleview | Goldrush | KAP – Sasol | Sun International)

Bytes Technology shed nearly a third of its value based on the AGM update. Sun International walks away from the Peermont deal. KAP is fighting with Sasol over ethylene supply. Goldrush responds to the noise around the National Lottery Licence. Castleview raises R200m.

GHOST WRAP – The JSE Winners’ Club in 2025

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?

Ghost Bites (African Rainbow Capital | Altron | Barloworld | Blue Label Telecoms | Dis-Chem | Exemplar | Hyprop – MAS | Pick n...

Pick n Pay's turnaround will take longer than planned. Barloworld's numbers are a critical backdrop to the current offer. ARC Investments will take many shareholders into the unlisted space. Look out for Altron, Blue Label Telecoms, Dis-Chem, Exemplar and Renergen as well, along with Hyprop's potential play for MAS.

Ghost Bites (Blue Label | Collins Property Group | Finbond | MAS | Nampak | NEPI Rockcastle | Newpark | Nutun | Pepkor |...

Richemont released numbers, as did Pepkor at the other end of the retail spectrum.. Blue Label could list Cell C separately. Collins Property Group, MAS, NEPI Rockcastle and Newpark all had property sector news, in addition to Primary Health upping its play for Assura. Look out for Finbond, Nampak, Nutun and Tiger Brands as well.

GHOST BITES (Absa | Attacq | Clientele | Homechoice | Hyprop | Sirius Real Estate | Supermarket Income REIT | Vukile)

Important financial updates were released by Absa, Attacq, Clientele, Homechoice, Hyprop and Supermarket Income REIT. Sirius Real Estate sold a property at a solid price and Vukile is buying one in Spain!

GHOST BITES (Adcock Ingram | AECI | Anglo American | Barloworld | Blue Label Telecoms | Equites | Gold Fields | Hulamin | Mondi...

Anglo American released an ugly set of numbers. Adcock Ingram, AECI, Barloworld and Mondi aren't exactly shooting the lights out either. Blue Label Telecoms reported flat earnings. Gold Fields should've had a stronger year. Look out for Equites, Hulamin and Tiger Brands as well.

GHOST BITES (Blue Label Telecoms | Reinet | The Foschini Group | York Timber)

The Foschini Group's momentum swung positive, but results still aren't good. York Timber got the funding for the Stevens Lumber Mills deal. Blue Label has cleared a regulatory hurdle. Reinet released its last-ever NAV that includes British American Tobacco.

Ghost Bites (AfroCentric | Ascendis | Aspen | Motus | Pepkor | Shoprite)

On a bright red day on the local market, there were sharp negative moves for Aspen, Motus, Pepkor and Shoprite in response to announcements. AfroCentric also didn't escape the pain. Ascendis also released results.
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