Posts Tagged: Bowler Metcalf
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 (Bowler Metcalf | DRDGOLD | Lesaka | MTN | MultiChoice)
There’s M&A news of very different kinds at Lesaka, MTN and MultiChoice. DRDGOLD’s earnings growth is modest, unlike at Bowler Metcalf with great operating leverage.
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 #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 (Bowler Metcalf | Coronation | Orion Minerals | Sanlam | Santam | Shoprite | The Foschini Group)
It was a big day for retail updates, with Shoprite and The Foschini Group being the big news. We also saw updates from Bowler Metcalf, Coronation, Orion Minerals, Sanlam and Santam.
Ghost Wrap 11 (Bowler Metcalf | PPC | Renergen | Orion | Sappi | British American Tobacco | Kaap Agri | Pick n Pay | Spur)
Welcome to your whirlwind update on the most interesting stories on the JSE in the past week, brought to you by Mazars.
Ghost Bites (Bowler Metcalf | PPC | Renergen | Sasol)
Bowler Metcalf suffered under load shedding. PPC jumped over 20% on deal speculation. Renergen tapped the local market for R110 million. Sasol dropped 7% after a trading statement.
Ghost Bites Vol 85 (22) – Shoprite | Metair | Attacq
Shoprite took a nasty knock on the market. Metair has given an earnings update on a period to forget. Attacq expects earnings to come in well above previous guidance.
Ghost Bites Vol 84 (22) – Bidvest | RCL Foods | AVI | MTN
Financial updates were dominated by FMCG players and operating updates were all about the junior miners. It was a fun day of news on the JSE.
Ghost Bites Vol 83 (22) – Cognition | Fortress | TRP Investigations
Cognition’s results show how disconnected the market cap is from the balance sheet. Fortress REIT has given a view on life after being a REIT. The TRP is very busy with investigations.
Ghost Bites Vol 74 (22)
Afrimat has good news on Glenover and bad news on Gravenhage. Ascendis has concluded its rights offer. Look out for earnings from Motus and Sun International, along with fascinating insights from BMW Financial Services.
